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HKDUSD=X vs. ^HSI
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between HKDUSD=X and ^HSI is 0.04, 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

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.

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Key characteristics

Sharpe Ratio

HKDUSD=X:

-0.27

^HSI:

1.00

Sortino Ratio

HKDUSD=X:

-0.51

^HSI:

1.00

Omega Ratio

HKDUSD=X:

0.92

^HSI:

1.15

Calmar Ratio

HKDUSD=X:

-0.18

^HSI:

0.37

Martin Ratio

HKDUSD=X:

-1.11

^HSI:

1.86

Ulcer Index

HKDUSD=X:

0.28%

^HSI:

10.01%

Daily Std Dev

HKDUSD=X:

0.85%

^HSI:

28.78%

Max Drawdown

HKDUSD=X:

-1.85%

^HSI:

-65.18%

Current Drawdown

HKDUSD=X:

-1.69%

^HSI:

-29.75%

Returns By Period

In the year-to-date period, HKDUSD=X achieves a -0.85% return, which is significantly lower than ^HSI's 16.10% return. Over the past 10 years, HKDUSD=X has outperformed ^HSI with an annualized return of -0.10%, while ^HSI has yielded a comparatively lower -1.64% annualized return.


HKDUSD=X

YTD

-0.85%

1M

-1.01%

6M

-0.70%

1Y

-0.31%

3Y*

0.05%

5Y*

-0.22%

10Y*

-0.10%

^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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HKD/USD

Hang Seng Index

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

Risk-Adjusted Performance

HKDUSD=X vs. ^HSI — Risk-Adjusted Performance Rank

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

HKDUSD=X
The Risk-Adjusted Performance Rank of HKDUSD=X is 3030
Overall Rank
The Sharpe Ratio Rank of HKDUSD=X is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of HKDUSD=X is 3535
Sortino Ratio Rank
The Omega Ratio Rank of HKDUSD=X is 3030
Omega Ratio Rank
The Calmar Ratio Rank of HKDUSD=X is 2121
Calmar Ratio Rank
The Martin Ratio Rank of HKDUSD=X is 2323
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.

HKDUSD=X vs. ^HSI - Risk-Adjusted Performance 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.


The current HKDUSD=X Sharpe Ratio is -0.27, which is lower than the ^HSI Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of HKDUSD=X 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

HKDUSD=X vs. ^HSI - Drawdown Comparison

The maximum HKDUSD=X drawdown since its inception was -1.85%, smaller than the maximum ^HSI drawdown of -65.18%. Use the drawdown chart below to compare losses from any high point for HKDUSD=X and ^HSI.


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

Volatility

HKDUSD=X vs. ^HSI - Volatility Comparison

The current volatility for HKD/USD (HKDUSD=X) is 0.33%, while Hang Seng Index (^HSI) has a volatility of 5.65%. 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.


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