PortfoliosLab logo

HSBC Holdings plc

HSBC
Equity · Currency in USD
Sector
Financial Services
Industry
Banks—Diversified
ISIN
US4042804066
CUSIP
404280406

HSBCPrice Chart


Chart placeholderClick Calculate to get results
S&P 500

HSBCPerformance

The chart shows the growth of $10,000 invested in HSBC Holdings plc on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $8,768 for a total return of roughly -12.32%. All prices are adjusted for splits and dividends.


HSBC (HSBC Holdings plc)
Benchmark (S&P 500)

HSBCReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M8.46%
6M-4.81%
YTD14.03%
1Y45.05%
5Y-0.96%
10Y1.66%

HSBCMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

HSBCSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current HSBC Holdings plc Sharpe ratio is 1.49. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


HSBC (HSBC Holdings plc)
Benchmark (S&P 500)

HSBCDividends

HSBC Holdings plc granted a 3.86% dividend yield in the last twelve months, as of Oct 9, 2021. The annual payout for that period amounted to $1.10 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.10$1.05$2.55$2.55$2.55$2.50$2.50$2.45$2.40$2.05$1.95$1.70

Dividend yield

3.86%4.05%6.52%6.20%4.94%6.22%6.33%5.19%4.35%3.86%5.12%3.33%

HSBCDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


HSBC (HSBC Holdings plc)
Benchmark (S&P 500)

HSBCWorst Drawdowns

The table below shows the maximum drawdowns of the HSBC Holdings plc. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the HSBC Holdings plc is 62.26%, recorded on Sep 25, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.26%Jan 18, 2018678Sep 25, 2020
-41.27%May 21, 2013726Apr 7, 2016310Jun 29, 20171036
-36.63%Feb 18, 2011194Nov 23, 2011276Jan 2, 2013470
-23.83%Jan 7, 201097May 26, 2010178Feb 8, 2011275
-9.42%Jan 31, 201354Apr 18, 201313May 7, 201367
-6.14%Aug 2, 201712Aug 17, 201737Oct 10, 201749
-4.08%Oct 11, 201720Nov 7, 201723Dec 11, 201743
-3.04%Feb 10, 20114Feb 15, 20112Feb 17, 20116
-2.47%Dec 14, 20172Dec 15, 20174Dec 21, 20176
-2.04%Jan 3, 20134Jan 8, 20132Jan 10, 20136

HSBCVolatility Chart

Current HSBC Holdings plc volatility is 27.99%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


HSBC (HSBC Holdings plc)
Benchmark (S&P 500)

Portfolios with HSBC Holdings plc


Loading data...

More Tools for HSBC Holdings plc