- Issuer
- HSBC
- Inception Date
- Jul 5, 2022
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- HSBC USA Screened Equity UCITS ETF
- Distribution Policy
- Accumulating
- Asset Class
- Equity
Share Price Chart
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Performance
HSUD.L Performance Chart
HSBC USA Screened Equity UCITS ETF (HSUD.L) is up 12.6% since the beginning of the year. HSUD.L is currently trading at $41 per share. Investors who bought $1,000 worth of HSUD.L shares 5 years ago would now be looking at an investment worth $1,759.
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Returns By Period
HSBC USA Screened Equity UCITS ETF (HSUD.L) has returned 12.55% so far this year and 26.40% over the past 12 months.
HSBC USA Screened Equity UCITS ETF
- 1D
- -0.08%
- 1M
- -1.37%
- 6M
- 12.89%
- YTD
- 12.55%
- 1Y
- 26.40%
- 3Y*
- 19.30%
- 5Y*
- 11.96%
- 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%
HSUD.L Monthly Returns History
Based on dividend-adjusted daily data since Jun 4, 2020, HSUD.L's average daily return is +0.06%, while the average monthly return is +1.32%. At this rate, an investment would double in approximately 4.4 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2026 with a return of +11.5%, while the worst month was Sep 2022 at -7.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, HSUD.L closed higher 54% of trading days. The best single day was Apr 10, 2025 with a return of +4.9%, while the worst single day was Apr 4, 2025 at -4.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.05% | -0.38% | -5.42% | 11.50% | 8.41% | -0.48% | -0.63% | 12.55% | |||||
| 2025 | 2.64% | -2.19% | -5.75% | -1.96% | 6.85% | 4.93% | 3.76% | 2.24% | 2.39% | 2.60% | 0.53% | 2.10% | 18.98% |
| 2024 | 2.46% | 3.01% | 2.33% | -4.20% | 2.49% | 5.31% | 0.63% | 1.74% | 2.36% | 0.40% | 4.29% | -2.17% | 19.90% |
| 2023 | 4.14% | -1.78% | 2.79% | 2.26% | -0.27% | 6.08% | 2.88% | -1.79% | -4.47% | -2.43% | 8.92% | 4.24% | 21.64% |
| 2022 | -5.33% | -2.77% | 3.88% | -6.48% | -2.63% | -7.16% | 6.40% | -2.92% | -7.18% | 6.22% | 2.52% | -2.32% | -17.56% |
| 2021 | 0.30% | 2.90% | 4.38% | 3.96% | 1.30% | 1.95% | 2.48% | 2.88% | -4.00% | 5.06% | -0.04% | 4.21% | 28.13% |
Benchmark Metrics
HSBC USA Screened Equity UCITS ETF has an annualized alpha of 8.45%, beta of 0.49, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since June 04, 2020.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (90.90%) than losses (87.04%) - typical of diversified or defensive assets.
- Beta of 0.49 may look defensive, but with R2 of 0.28 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 0.28 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
- 8.45%
- Beta
- 0.49
- R²
- 0.28
- Upside Capture
- 90.90%
- Downside Capture
- 87.04%
Expense Ratio
HSUD.L has an expense ratio of 0.12%, which is considered low.
Return for Risk
Risk / Return Rank
HSUD.L ranks 85 for risk / return — in the top 85% of ETFs 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for HSBC USA Screened Equity UCITS ETF (HSUD.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.
| HSUD.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.31 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.42 | 2.35 | +1.07 |
| Martin ratioReturn relative to average drawdown | 13.00 | 10.19 | +2.81 |
Dividends
Dividend History
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 USA Screened Equity 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 USA Screened Equity UCITS ETF was 24.43%, occurring on Oct 12, 2022. Recovery took 315 trading sessions.
The current HSBC USA Screened Equity UCITS ETF drawdown is 1.54%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-24.43%Oct 2022 | 9mo 15d | 1y 3mo | 2y 12dDec 2021 - Jan 2024 | Bear market2022 |
-19.51%Apr 2025 | 1mo 16d | 2mo 25d | 4mo 11dFeb 2025 - Jul 2025 | 2025 selloff2025 |
-8.99%Sep 2020 | 18d | 1mo 19d | 2mo 7dSep 2020 - Nov 2020 | — |
-7.77%Mar 2026 | 2mo | 18d | 2mo 18dJan 2026 - Apr 2026 | — |
-7.56%Aug 2024 | 20d | 24d | 1mo 14dJul 2024 - Aug 2024 | — |
Drawdown Indicators
| HSUD.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.43% | -56.78% | +32.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.77% | -9.10% | +1.33% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -18.90% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -24.43% | -25.43% | +1.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.54% | -0.49% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -5.09% | -10.70% | +5.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.09% | -0.04% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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