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Issuer
HSBC
Leveraged
1x (No leverage)
Index Tracked
Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

HPEM.L Performance Chart

Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf (HPEM.L) is up 17.9% since the beginning of the year. HPEM.L is currently trading at $21 per share.


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S&P 500 Index

Returns By Period

Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf (HPEM.L) has returned 17.86% so far this year and 35.57% over the past 12 months.


Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf

1D
0.66%
1M
-5.69%
6M
12.47%
YTD
17.86%
1Y
35.57%
3Y*
17.62%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HPEM.L Monthly Returns History

Based on dividend-adjusted daily data since Apr 8, 2022, HPEM.L's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2026 with a return of +15.0%, while the worst month was Sep 2022 at -11.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HPEM.L closed higher 50% of trading days. The best single day was Apr 8, 2026 with a return of +6.5%, while the worst single day was Mar 3, 2026 at -5.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.93%3.34%-11.02%14.97%6.65%-0.22%-3.82%17.86%
20253.07%-0.71%0.71%0.92%3.94%5.68%0.83%3.43%6.63%3.11%-1.28%2.54%32.60%
2024-4.81%4.00%3.14%-0.15%0.00%3.28%1.98%1.01%6.66%-4.50%-2.46%-1.44%6.21%
20238.83%-6.97%3.34%-2.84%-2.27%5.15%4.98%-6.47%-4.02%-4.44%8.16%4.46%6.27%
2022-5.34%0.60%-4.71%-0.16%-1.10%-11.05%-2.50%13.02%-1.70%-13.68%

Benchmark Metrics

Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf has an annualized alpha of 3.31%, beta of 0.47, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since April 08, 2022.

  • This ETF participated in 89.73% of S&P 500 Index downside but only 72.73% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.47 may look defensive, but with R2 of 0.18 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.18 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.31%
Beta
0.47
0.18
Upside Capture
72.73%
Downside Capture
89.73%

Return for Risk

Risk / Return Rank

HPEM.L ranks 64 for risk / return — better than 64% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


HPEM.L Risk / Return Rank: 6464
Overall Rank
HPEM.L Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
HPEM.L Sortino Ratio Rank: 5858
Sortino Ratio Rank
HPEM.L Omega Ratio Rank: 6262
Omega Ratio Rank
HPEM.L Calmar Ratio Rank: 7272
Calmar Ratio Rank
HPEM.L Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf (HPEM.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HPEM.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.05

Sortino ratioReturn per unit of downside risk

-0.11

Omega ratioGain probability vs. loss probability

1.30

1.31

-0.01

Calmar ratioReturn relative to maximum drawdown

2.95

2.35

+0.60

Martin ratioReturn relative to average drawdown

9.40

10.19

-0.79

Dividends

Dividend History


Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf was 22.86%, occurring on Oct 24, 2022. Recovery took 429 trading sessions.

The current Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf drawdown is 7.81%.


Drawdown

Fall

Recovery

Underwater

Related event

-22.86%Oct 2022
6mo 16d1y 8mo
2y 3moApr 2022 - Jul 2024
Bear market2022
-16.82%Apr 2025
6mo 3d1mo 12d
7mo 15dOct 2024 - May 2025
2025 selloff2025
-12.43%Mar 2026
1mo 2d18d
1mo 20dFeb 2026 - Apr 2026
-9.10%Aug 2024
21d1mo 19d
2mo 10dJul 2024 - Sep 2024
-8.41%Jul 2026
20d
23dJun 2026 - now

Drawdown Indicators


HPEM.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-22.86%

-56.78%

+33.92%

Max Drawdown (1Y)

Largest decline over 1 year

-12.43%

-9.10%

-3.33%

Max Drawdown (3Y)

Largest decline over 3 years

-16.82%

-18.90%

+2.08%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-7.81%

-0.49%

-7.32%

Average Drawdown

Average peak-to-trough decline

-7.21%

-10.70%

+3.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.90%

2.09%

+1.81%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with HPEM.L

Add Hsbc Etfs PLC - Hsbc Msci Emerging Markets Climate Paris Aligned Ucits Etf to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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