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HSBC Asia Pacific ex Japan Sustainable Equity UCIT...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BKY58G26

WKN

A2PXVH

Issuer

HSBC

Inception Date

Aug 20, 2020

Leveraged

1x

Index Tracked

MSCI AC Asia Pac Ex JPN NR USD

Domicile

Ireland

Distribution Policy

Accumulating

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
HSXJ.L vs. XDEQ.L
Popular comparisons:
HSXJ.L vs. XDEQ.L

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in HSBC Asia Pacific ex Japan 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.


-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
5.69%
11.38%
HSXJ.L (HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD)
Benchmark (^GSPC)

Returns By Period

HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD had a return of 16.53% year-to-date (YTD) and 17.82% in the last 12 months.


HSXJ.L

YTD

16.53%

1M

-1.98%

6M

5.53%

1Y

17.82%

5Y (annualized)

N/A

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

23.62%

1M

0.54%

6M

11.19%

1Y

30.63%

5Y (annualized)

13.61%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of HSXJ.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.08%4.04%3.31%0.74%0.91%5.06%-1.38%-0.21%7.11%-0.39%16.53%
20237.21%-6.07%0.19%-3.24%-2.45%2.31%3.42%-5.13%0.88%-2.75%1.49%3.60%-1.41%
2022-2.14%-1.14%-0.19%-1.49%-0.19%-1.76%-0.04%2.92%-7.15%-6.54%14.66%-1.44%-5.88%
20213.80%-0.01%-0.90%2.05%-1.70%1.91%-5.71%1.98%-1.84%-0.25%0.15%1.36%0.49%
20200.32%0.66%2.01%6.70%5.79%16.27%

Expense Ratio

HSXJ.L has an expense ratio of 0.25%, which is considered low compared to other funds.


Expense ratio chart for HSXJ.L: current value at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HSXJ.L is 38, 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.


The Risk-Adjusted Performance Rank of HSXJ.L is 3838
Combined Rank
The Sharpe Ratio Rank of HSXJ.L is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of HSXJ.L is 4040
Sortino Ratio Rank
The Omega Ratio Rank of HSXJ.L is 4040
Omega Ratio Rank
The Calmar Ratio Rank of HSXJ.L is 3232
Calmar Ratio Rank
The Martin Ratio Rank of HSXJ.L is 4141
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD (HSXJ.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HSXJ.L, currently valued at 1.16, compared to the broader market0.002.004.001.162.51
The chart of Sortino ratio for HSXJ.L, currently valued at 1.71, compared to the broader market-2.000.002.004.006.008.0010.0012.001.713.37
The chart of Omega ratio for HSXJ.L, currently valued at 1.22, compared to the broader market0.501.001.502.002.503.001.221.47
The chart of Calmar ratio for HSXJ.L, currently valued at 0.72, compared to the broader market0.005.0010.0015.000.723.63
The chart of Martin ratio for HSXJ.L, currently valued at 5.50, compared to the broader market0.0020.0040.0060.0080.00100.005.5016.15
HSXJ.L
^GSPC

The current HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD Sharpe ratio is 1.16. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.000.501.001.502.00JuneJulyAugustSeptemberOctoberNovember
1.16
2.05
HSXJ.L (HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD)
Benchmark (^GSPC)

Dividends

Dividend History


HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD 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.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-5.31%
-0.97%
HSXJ.L (HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the HSBC Asia Pacific ex Japan 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 Asia Pacific ex Japan Sustainable Equity UCITS ETF USD was 25.60%, occurring on Oct 28, 2022. Recovery took 265 trading sessions.

The current HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD drawdown is 5.31%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.6%Feb 16, 2021428Oct 28, 2022265Nov 16, 2023693
-24.11%Nov 17, 202341Jan 17, 2024
-5.51%Jan 22, 20216Jan 29, 20219Feb 11, 202115
-4.21%Sep 16, 20207Sep 24, 20209Oct 7, 202016
-3.66%Aug 27, 20206Sep 4, 20205Sep 11, 202011

Volatility

Volatility Chart

The current HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD volatility is 4.24%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
4.24%
4.02%
HSXJ.L (HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD)
Benchmark (^GSPC)