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

Correlation

The correlation between 0005.HK and ^HSI is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.7

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.

-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
12.69%
11.63%
0005.HK
^HSI

Key characteristics

Sharpe Ratio

0005.HK:

1.81

^HSI:

0.89

Sortino Ratio

0005.HK:

2.35

^HSI:

1.38

Omega Ratio

0005.HK:

1.34

^HSI:

1.17

Calmar Ratio

0005.HK:

2.82

^HSI:

0.41

Martin Ratio

0005.HK:

9.51

^HSI:

2.53

Ulcer Index

0005.HK:

3.41%

^HSI:

8.92%

Daily Std Dev

0005.HK:

17.96%

^HSI:

25.48%

Max Drawdown

0005.HK:

-76.72%

^HSI:

-91.54%

Current Drawdown

0005.HK:

-0.40%

^HSI:

-39.38%

Returns By Period

In the year-to-date period, 0005.HK achieves a 28.23% return, which is significantly higher than ^HSI's 17.90% return. Over the past 10 years, 0005.HK has outperformed ^HSI with an annualized return of 5.74%, while ^HSI has yielded a comparatively lower -1.52% annualized return.


0005.HK

YTD

28.23%

1M

5.12%

6M

12.00%

1Y

30.72%

5Y*

9.49%

10Y*

5.74%

^HSI

YTD

17.90%

1M

4.52%

6M

11.21%

1Y

23.00%

5Y*

-6.47%

10Y*

-1.52%

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for 0005.HK, currently valued at 1.85, compared to the broader market-4.00-2.000.002.001.850.90
The chart of Sortino ratio for 0005.HK, currently valued at 2.41, compared to the broader market-4.00-2.000.002.004.002.411.40
The chart of Omega ratio for 0005.HK, currently valued at 1.34, compared to the broader market0.501.001.502.001.341.18
The chart of Calmar ratio for 0005.HK, currently valued at 2.87, compared to the broader market0.002.004.006.002.870.42
The chart of Martin ratio for 0005.HK, currently valued at 9.63, compared to the broader market0.0010.0020.009.632.57
0005.HK
^HSI

The current 0005.HK Sharpe Ratio is 1.81, which is higher than the ^HSI Sharpe Ratio of 0.89. 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.85
0.90
0005.HK
^HSI

Drawdowns

0005.HK vs. ^HSI - Drawdown Comparison

The maximum 0005.HK drawdown since its inception was -76.72%, smaller than the maximum ^HSI drawdown of -91.54%. Use the drawdown chart below to compare losses from any high point for 0005.HK and ^HSI. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.40%
-39.00%
0005.HK
^HSI

Volatility

0005.HK vs. ^HSI - Volatility Comparison

The current volatility for HSBC Holdings PLC (0005.HK) is 2.62%, while Hang Seng Index (^HSI) has a volatility of 5.49%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
2.62%
5.49%
0005.HK
^HSI
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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