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0005.HK vs. ^HSI
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between 0005.HK and ^HSI is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

0005.HK vs. ^HSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HSBC Holdings PLC (0005.HK) and Hang Seng Index (^HSI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

0005.HK:

1.88

^HSI:

1.00

Sortino Ratio

0005.HK:

2.06

^HSI:

1.00

Omega Ratio

0005.HK:

1.40

^HSI:

1.15

Calmar Ratio

0005.HK:

2.11

^HSI:

0.37

Martin Ratio

0005.HK:

10.58

^HSI:

1.86

Ulcer Index

0005.HK:

4.05%

^HSI:

10.01%

Daily Std Dev

0005.HK:

24.51%

^HSI:

28.78%

Max Drawdown

0005.HK:

-76.75%

^HSI:

-65.18%

Current Drawdown

0005.HK:

-0.75%

^HSI:

-29.75%

Returns By Period

In the year-to-date period, 0005.HK achieves a 26.83% return, which is significantly higher than ^HSI's 16.10% return. Over the past 10 years, 0005.HK has outperformed ^HSI with an annualized return of 8.02%, while ^HSI has yielded a comparatively lower -1.64% annualized return.


0005.HK

YTD

26.83%

1M

7.09%

6M

32.60%

1Y

44.32%

3Y*

29.33%

5Y*

27.43%

10Y*

8.02%

^HSI

YTD

16.10%

1M

5.29%

6M

19.90%

1Y

27.75%

3Y*

2.84%

5Y*

0.28%

10Y*

-1.64%

*Annualized

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HSBC Holdings PLC

Hang Seng Index

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

0005.HK vs. ^HSI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

0005.HK
The Risk-Adjusted Performance Rank of 0005.HK is 9292
Overall Rank
The Sharpe Ratio Rank of 0005.HK is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of 0005.HK is 8686
Sortino Ratio Rank
The Omega Ratio Rank of 0005.HK is 9393
Omega Ratio Rank
The Calmar Ratio Rank of 0005.HK is 9393
Calmar Ratio Rank
The Martin Ratio Rank of 0005.HK is 9595
Martin Ratio Rank

^HSI
The Risk-Adjusted Performance Rank of ^HSI is 6767
Overall Rank
The Sharpe Ratio Rank of ^HSI is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of ^HSI is 6565
Sortino Ratio Rank
The Omega Ratio Rank of ^HSI is 7474
Omega Ratio Rank
The Calmar Ratio Rank of ^HSI is 4848
Calmar Ratio Rank
The Martin Ratio Rank of ^HSI is 5858
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.

0005.HK vs. ^HSI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings PLC (0005.HK) and Hang Seng Index (^HSI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current 0005.HK Sharpe Ratio is 1.88, which is higher than the ^HSI Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of 0005.HK and ^HSI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

0005.HK vs. ^HSI - Drawdown Comparison

The maximum 0005.HK drawdown since its inception was -76.75%, which is greater than ^HSI's maximum drawdown of -65.18%. Use the drawdown chart below to compare losses from any high point for 0005.HK and ^HSI.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

0005.HK vs. ^HSI - Volatility Comparison

The current volatility for HSBC Holdings PLC (0005.HK) is 4.98%, while Hang Seng Index (^HSI) has a volatility of 5.65%. This indicates that 0005.HK experiences smaller price fluctuations and is considered to be less risky than ^HSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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