HSBC Multi Factor Worldwide Equity UCITS ETF (HWWA.L)
HWWA.L is a passive ETF by HSBC tracking the investment results of the MSCI ACWI NR USD. HWWA.L launched on Jul 4, 2014 and has a 0.25% expense ratio.
ETF Info
IE00BKZGB098
Jul 4, 2014
1x
MSCI ACWI NR USD
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in HSBC Multi Factor Worldwide Equity UCITS ETF, 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 Multi Factor Worldwide Equity UCITS ETF had a return of 16.70% year-to-date (YTD) and 21.61% in the last 12 months. Over the past 10 years, HSBC Multi Factor Worldwide Equity UCITS ETF had an annualized return of 11.32%, while the S&P 500 benchmark had an annualized return of 11.10%, indicating that HSBC Multi Factor Worldwide Equity UCITS ETF performed slightly bigger than the benchmark.
HWWA.L
16.70%
1.51%
5.13%
21.61%
11.73%
11.32%
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
Monthly Returns
The table below presents the monthly returns of HWWA.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 | 1.48% | 3.29% | 4.29% | -1.93% | 1.35% | 3.19% | 0.12% | -1.09% | -0.69% | 1.97% | 16.70% | ||
| 2023 | 4.56% | -0.43% | 0.24% | -0.34% | -0.23% | 3.64% | 2.01% | -1.00% | 1.19% | -3.05% | 4.10% | 4.84% | 16.28% |
| 2022 | -4.71% | -2.33% | 4.62% | -1.63% | -1.04% | -5.58% | 5.78% | 1.14% | -4.34% | 2.39% | 1.56% | -2.82% | -7.44% |
| 2021 | 0.54% | 0.65% | 4.65% | 3.69% | -0.20% | 3.80% | 0.21% | 2.68% | -1.76% | 2.17% | 1.61% | 2.56% | 22.41% |
| 2020 | -1.43% | -5.79% | -9.42% | 8.36% | 5.39% | 2.47% | -0.60% | 4.61% | 0.75% | -2.71% | 7.54% | 3.43% | 11.58% |
| 2019 | 4.45% | 1.45% | 3.10% | 2.02% | -2.37% | 4.89% | 4.89% | -3.76% | 2.23% | -2.41% | 2.64% | 1.16% | 19.35% |
| 2018 | 2.03% | -4.22% | -0.72% | 3.59% | 4.20% | -0.90% | 3.16% | 1.14% | 0.40% | -5.54% | 0.69% | -6.49% | -3.33% |
| 2017 | -0.08% | 5.98% | -0.82% | -1.23% | 2.09% | 0.02% | 1.72% | 2.23% | -1.88% | 3.43% | -0.33% | 0.23% | 11.67% |
| 2016 | -2.08% | 2.83% | 2.98% | -0.19% | 1.76% | 6.14% | 5.77% | 1.41% | 0.10% | 4.88% | -0.69% | 4.07% | 30.08% |
| 2015 | 1.67% | 3.28% | 2.99% | -1.15% | -0.09% | -4.58% | 1.54% | -4.76% | -2.28% | 5.47% | 1.39% | 0.56% | 3.58% |
| 2014 | -41.53% | 4.15% | -0.68% | 2.53% | 3.73% | -1.30% | -36.51% |
Expense Ratio
HWWA.L has an expense ratio of 0.25%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HWWA.L is 33, 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 Multi Factor Worldwide Equity UCITS ETF (HWWA.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
HSBC Multi Factor Worldwide Equity UCITS ETF provided a 0.87% dividend yield over the last twelve months, with an annual payout of £0.21 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.21 | £0.50 | £0.46 | £0.41 | £0.32 | £0.42 | £0.38 | £0.34 | £0.30 | £0.31 | £0.07 |
Dividend yield | 0.87% | 2.40% | 2.51% | 2.02% | 1.89% | 2.70% | 2.84% | 2.39% | 2.30% | 3.01% | 0.68% |
Monthly Dividends
The table displays the monthly dividend distributions for HSBC Multi Factor Worldwide Equity UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.09 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.21 | |
| 2023 | £0.10 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.50 |
| 2022 | £0.07 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.46 |
| 2021 | £0.07 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.41 |
| 2020 | £0.07 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.32 |
| 2019 | £0.06 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.16 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.42 |
| 2018 | £0.05 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.17 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.38 |
| 2017 | £0.05 | £0.00 | £0.00 | £0.10 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.34 |
| 2016 | £0.06 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.30 |
| 2015 | £0.06 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.31 |
| 2014 | £0.07 | £0.00 | £0.00 | £0.07 |
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 Multi Factor Worldwide 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 Multi Factor Worldwide Equity UCITS ETF was 43.14%, occurring on Oct 15, 2014. Recovery took 680 trading sessions.
The current HSBC Multi Factor Worldwide Equity UCITS ETF drawdown is 20.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.14% | Jul 10, 2014 | 69 | Oct 15, 2014 | 680 | Jun 26, 2017 | 749 |
| -26.84% | Jun 27, 2017 | 695 | Mar 23, 2020 | 160 | Nov 9, 2020 | 855 |
| -24.6% | Oct 2, 2024 | 1 | Oct 2, 2024 | — | — | — |
| -13.19% | Dec 10, 2021 | 127 | Jun 16, 2022 | 161 | Feb 3, 2023 | 288 |
| -7.27% | Feb 6, 2023 | 28 | Mar 15, 2023 | 88 | Jul 24, 2023 | 116 |
Volatility
Volatility Chart
The current HSBC Multi Factor Worldwide Equity UCITS ETF volatility is 3.02%, 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.