PortfoliosLab logoPortfoliosLab logo
HKDUSD=X vs. ^HSI
Performance
Return for Risk
Drawdowns
Volatility

Performance

HKDUSD=X vs. ^HSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HKD/USD (HKDUSD=X) and Hang Seng Index (^HSI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

HKDUSD=X is traded in USD, while ^HSI is traded in HKD. To make them comparable, the ^HSI values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, HKDUSD=X achieves a -0.66% return, which is significantly higher than ^HSI's -6.38% return. Over the past 10 years, HKDUSD=X has underperformed ^HSI with an annualized return of -0.10%, while ^HSI has yielded a comparatively higher 0.99% annualized return.


HKDUSD=X

1D
0.02%
1M
0.02%
6M
-0.48%
YTD
-0.66%
1Y
0.17%
3Y*
-0.08%
5Y*
-0.17%
10Y*
-0.10%

^HSI

1D
0.00%
1M
-2.26%
6M
-9.65%
YTD
-6.38%
1Y
0.27%
3Y*
7.47%
5Y*
-2.93%
10Y*
0.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HKDUSD=X vs. ^HSI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HKDUSD=X
HKD/USD
-0.66%-0.17%0.51%0.02%-0.17%-0.56%0.49%0.52%-0.24%-0.74%
^HSI
Hang Seng Index
-6.38%27.55%18.27%-13.81%-15.60%-14.56%-2.93%9.64%-13.82%34.99%

Correlation

The correlation between HKDUSD=X and ^HSI is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Aug 7, 2007

0.15

The correlation between HKDUSD=X and ^HSI shifts across timeframes, from -0.01 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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


Return for Risk

HKDUSD=X vs. ^HSI — Risk / Return Rank

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

HKDUSD=X
HKDUSD=X Risk / Return Rank: 5757
Overall Rank
HKDUSD=X Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
HKDUSD=X Sortino Ratio Rank: 5858
Sortino Ratio Rank
HKDUSD=X Omega Ratio Rank: 5959
Omega Ratio Rank
HKDUSD=X Calmar Ratio Rank: 5656
Calmar Ratio Rank
HKDUSD=X Martin Ratio Rank: 5454
Martin Ratio Rank

^HSI
^HSI Risk / Return Rank: 66
Overall Rank
^HSI Sharpe Ratio Rank: 77
Sharpe Ratio Rank
^HSI Sortino Ratio Rank: 44
Sortino Ratio Rank
^HSI Omega Ratio Rank: 44
Omega Ratio Rank
^HSI Calmar Ratio Rank: 77
Calmar Ratio Rank
^HSI Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HKDUSD=X vs. ^HSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HKD/USD (HKDUSD=X) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HKDUSD=X^HSIDifference
Sharpe ratioReturn per unit of total volatility

+0.15

Sortino ratioReturn per unit of downside risk

+0.11

Omega ratioGain probability vs. loss probability

1.03

1.02

+0.01

Calmar ratioReturn relative to maximum drawdown

0.14

0.01

+0.12

Martin ratioReturn relative to average drawdown

0.24

0.04

+0.20

HKDUSD=X vs. ^HSI - Sharpe Ratio Comparison

The current HKDUSD=X Sharpe Ratio is 0.17, which is higher than the ^HSI Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of HKDUSD=X and ^HSI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

HKDUSD=X vs. ^HSI - Drawdown Comparison

The maximum HKDUSD=X drawdown since its inception was -1.30%, smaller than the maximum ^HSI drawdown of -65.19%. Use the drawdown chart below to compare losses from any high point for HKDUSD=X and ^HSI.


Loading charts...

Drawdown Indicators


HKDUSD=X^HSIDifference

Max Drawdown

Largest peak-to-trough decline

-1.30%

-65.19%

+63.89%

Max Drawdown (1Y)

Largest decline over 1 year

-1.01%

-19.31%

+18.30%

Max Drawdown (3Y)

Largest decline over 3 years

-1.30%

-25.67%

+24.37%

Max Drawdown (5Y)

Largest decline over 5 years

-1.30%

-48.10%

+46.80%

Max Drawdown (10Y)

Largest decline over 10 years

-1.30%

-55.87%

+54.57%

Current Drawdown

Current decline from peak

-1.10%

-27.28%

+26.18%

Average Drawdown

Average peak-to-trough decline

-0.46%

-28.76%

+28.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.65%

7.03%

-6.38%

Volatility

HKDUSD=X vs. ^HSI - Volatility Comparison

The current volatility for HKD/USD (HKDUSD=X) is 0.13%, while Hang Seng Index (^HSI) has a volatility of 6.06%. This indicates that HKDUSD=X 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.


Loading charts...

Volatility by Period


HKDUSD=X^HSIDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.13%

6.06%

-5.93%

Volatility (6M)

Calculated over the trailing 6-month period

0.53%

14.22%

-13.69%

Volatility (1Y)

Calculated over the trailing 1-year period

0.83%

18.95%

-18.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.78%

25.49%

-24.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.70%

22.05%

-21.35%

Frequently Asked Questions


HKDUSD=X and ^HSI have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

^HSI has higher volatility (6.06%) compared to HKDUSD=X (0.13%). In terms of maximum drawdown, HKDUSD=X dropped -1.30% vs ^HSI's -65.19%.

HKDUSD=X currently has the higher Sharpe Ratio (0.17 vs 0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for HKDUSD=X and ^HSI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer