HSBC Holdings plc (HSBC)

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The chart shows the growth of an initial investment of $10,000 in HSBC Holdings plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

HSBC Holdings plc (HSBC) has returned 7.81% so far this year and 51.19% over the past 12 months. Looking at the last ten years, HSBC has achieved an annualized return of 16.85%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jul 16, 1999, HSBC's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, your investment would double in approximately 7.6 years.

Historically, 56% of months were positive and 44% were negative. The best month was May 2009 with a return of +28.9%, while the worst month was Oct 2008 at -27.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HSBC closed higher 51% of trading days. The best single day was Mar 23, 2009 with a return of +14.4%, while the worst single day was Mar 2, 2009 at -18.8%.

HSBC Holdings plc has an annualized alpha of 3.04%, beta of 0.90, and R² of 0.41 versus S&P 500 Index. Calculated based on daily prices since July 19, 1999.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (87.81%) than losses (87.01%) — typical of diversified or defensive assets.
• R² of 0.41 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

HSBC ranks 85 for risk / return — in the top 85% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for HSBC Holdings plc (HSBC) and compare them to a chosen benchmark (S&P 500 Index).

HSBC Holdings plc provided a 4.55% dividend yield over the last twelve months, with an annual payout of $3.75 per share.

The table displays the monthly dividend distributions for HSBC Holdings plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the HSBC Holdings plc. 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 Holdings plc was 74.47%, occurring on Mar 11, 2009. Recovery took 3810 trading sessions.

The current HSBC Holdings plc drawdown is 10.25%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of HSBC Holdings plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how HSBC Holdings plc is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.