HSBC Multi Factor Worldwide Equity UCITS ETF (HWWD.L)
HWWD.L is a passive ETF by HSBC tracking the investment results of the MSCI ACWI NR USD. HWWD.L launched on Jul 4, 2014 and has a 0.25% expense ratio.
ETF Info
ISIN | IE00BKZGB098 |
---|---|
Issuer | HSBC |
Inception Date | Jul 4, 2014 |
Category | Global Equities |
Leveraged | 1x |
Index Tracked | MSCI ACWI NR USD |
Asset Class | Equity |
Expense Ratio
HWWD.L has an expense ratio of 0.25%, 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: HWWD.L vs. IFSW.L
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 13.97% year-to-date (YTD) and 23.50% in the last 12 months. Over the past 10 years, HSBC Multi Factor Worldwide Equity UCITS ETF had an annualized return of 8.25%, while the S&P 500 had an annualized return of 10.85%, indicating that HSBC Multi Factor Worldwide Equity UCITS ETF did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 13.97% | 17.79% |
1 month | 0.20% | 0.18% |
6 months | 6.76% | 7.53% |
1 year | 23.50% | 26.42% |
5 years (annualized) | 11.32% | 13.48% |
10 years (annualized) | 8.25% | 10.85% |
Monthly Returns
The table below presents the monthly returns of HWWD.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 | 1.14% | 2.84% | 4.33% | -3.11% | 2.95% | 2.53% | 2.22% | 1.28% | 13.97% | ||||
2023 | 6.89% | -2.13% | 2.38% | 1.21% | -1.77% | 6.30% | 3.10% | -2.49% | -2.45% | -3.79% | 8.31% | 5.83% | 22.41% |
2022 | -5.22% | -2.41% | 2.59% | -6.17% | -0.74% | -8.92% | 5.89% | -3.30% | -8.37% | 5.46% | 5.38% | -1.86% | -17.65% |
2021 | 0.89% | 2.08% | 3.59% | 3.86% | 2.41% | 1.11% | 0.73% | 1.60% | -3.55% | 3.35% | -1.61% | 4.32% | 20.14% |
2020 | -1.56% | -8.72% | -11.78% | 9.55% | 3.24% | 2.83% | 5.36% | 6.15% | -2.44% | -2.50% | 10.67% | 5.89% | 14.94% |
2019 | 7.23% | 2.68% | 1.01% | 1.82% | -5.41% | 5.62% | 0.67% | -4.04% | 3.19% | 2.43% | 2.66% | 3.19% | 22.38% |
2018 | 5.41% | -2.74% | -3.44% | 1.48% | 0.94% | -1.64% | 1.87% | -0.11% | 1.19% | -7.81% | 0.74% | -6.37% | -10.70% |
2017 | 1.89% | 3.25% | 1.45% | 1.94% | 1.82% | 0.67% | 3.02% | -0.12% | 2.16% | 2.29% | 1.42% | 1.94% | 23.96% |
2016 | -6.55% | 1.04% | 6.45% | 1.17% | 1.22% | -3.06% | 5.43% | 0.22% | -0.71% | -1.64% | 1.52% | 2.60% | 7.24% |
2015 | -2.37% | 6.29% | -1.06% | 2.04% | -0.63% | -1.75% | 0.54% | -6.41% | -3.79% | 7.54% | -1.28% | -0.94% | -2.62% |
2014 | -0.97% | 2.22% | -2.77% | 0.73% | 1.50% | -1.54% | -0.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HWWD.L is 73, 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 (HWWD.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 granted a 1.68% dividend yield in the last twelve months. The annual payout for that period amounted to $0.50 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.50 | $0.50 | $0.46 | $0.42 | $0.31 | $0.41 | $0.37 | $0.34 | $0.30 | $0.31 | $0.07 |
Dividend yield | 1.68% | 1.90% | 2.10% | 1.52% | 1.35% | 2.00% | 2.19% | 1.76% | 1.87% | 2.04% | 0.44% |
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 | $0.15 | $0.00 | $0.00 | $0.36 | |||
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 | $0.42 |
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 | $0.31 |
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 | $0.41 |
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 | $0.37 |
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 33.76%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.
The current HSBC Multi Factor Worldwide Equity UCITS ETF drawdown is 1.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-33.76% | Feb 18, 2020 | 25 | Mar 23, 2020 | 106 | Aug 28, 2020 | 131 |
-26.22% | Jan 6, 2022 | 193 | Oct 12, 2022 | 321 | Jan 22, 2024 | 514 |
-20.59% | Apr 28, 2015 | 202 | Feb 11, 2016 | 240 | Jan 25, 2017 | 442 |
-19.02% | Jan 29, 2018 | 231 | Dec 24, 2018 | 244 | Dec 12, 2019 | 475 |
-10.83% | Sep 5, 2014 | 29 | Oct 15, 2014 | 90 | Feb 23, 2015 | 119 |
Volatility
Volatility Chart
The current HSBC Multi Factor Worldwide Equity UCITS ETF volatility is 3.84%, 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.