HSBC USA Sustainable Equity UCITS ETF USD (HSUS.L)
HSUS.L is a passive ETF by HSBC tracking the investment results of the Russell 1000 TR USD. HSUS.L launched on Jun 4, 2020 and has a 0.12% expense ratio.
ETF Info
| ISIN | IE00BKY40J65 |
|---|---|
| WKN | A2PXVQ |
| Issuer | HSBC |
| Inception Date | Jun 4, 2020 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
HSUS.L has an expense ratio of 0.12%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: HSUS.L vs. LGUG.L, HSUS.L vs. HPAS.L, HSUS.L vs. ESUS.L, HSUS.L vs. HLAL
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in HSBC USA Sustainable Equity UCITS ETF USD, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
HSBC USA Sustainable Equity UCITS ETF USD had a return of 21.26% year-to-date (YTD) and 26.04% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 21.26% | 25.82% |
| 1 month | 4.38% | 3.20% |
| 6 months | 11.91% | 14.94% |
| 1 year | 26.04% | 35.92% |
| 5 years (annualized) | N/A | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of HSUS.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.73% | 3.55% | 2.28% | -3.29% | 0.89% | 6.03% | -0.95% | -0.61% | 0.37% | 4.47% | 21.26% | ||
| 2023 | 1.93% | -0.21% | 0.66% | 0.63% | 1.17% | 3.48% | 1.59% | -0.32% | -0.74% | -1.86% | 4.37% | 3.63% | 15.09% |
| 2022 | -5.64% | -2.61% | 6.23% | -2.16% | -3.01% | -3.71% | 6.26% | 1.47% | -2.99% | 2.91% | -1.19% | -3.32% | -8.25% |
| 2021 | -0.16% | 0.92% | 5.92% | 3.77% | -1.34% | 4.59% | 1.90% | 4.01% | -2.00% | 3.24% | 3.27% | 3.12% | 30.50% |
| 2020 | 1.87% | -1.96% | 7.05% | -0.94% | -3.90% | 7.87% | 1.39% | 11.33% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HSUS.L is 32, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC USA Sustainable Equity UCITS ETF USD (HSUS.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the HSBC USA Sustainable Equity UCITS ETF USD. 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 Sustainable Equity UCITS ETF USD was 24.35%, occurring on Oct 2, 2024. The portfolio has not yet recovered.
The current HSBC USA Sustainable Equity UCITS ETF USD drawdown is 18.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.35% | Oct 2, 2024 | 1 | Oct 2, 2024 | — | — | — |
| -14.54% | Jan 4, 2022 | 113 | Jun 16, 2022 | 45 | Aug 18, 2022 | 158 |
| -10.39% | Aug 22, 2022 | 85 | Dec 20, 2022 | 146 | Jul 24, 2023 | 231 |
| -7.47% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
| -5.8% | Jul 10, 2024 | 19 | Aug 5, 2024 | 40 | Oct 1, 2024 | 59 |
Volatility
Volatility Chart
The current HSBC USA Sustainable Equity UCITS ETF USD volatility is 3.70%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.