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HUKX.L vs. ^STOXX
Performance
Return for Risk
Drawdowns
Volatility

Performance

HUKX.L vs. ^STOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in HSBC FTSE 100 UCITS ETF GBP (HUKX.L) and STOXX Europe 600 Index (^STOXX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

HUKX.L is traded in GBp, while ^STOXX is traded in EUR. To make them comparable, the ^STOXX values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, HUKX.L achieves a 6.75% return, which is significantly higher than ^STOXX's 5.67% return. Over the past 10 years, HUKX.L has outperformed ^STOXX with an annualized return of 9.82%, while ^STOXX has yielded a comparatively lower 7.94% annualized return.


HUKX.L

1D
1.47%
1M
0.89%
YTD
6.75%
6M
9.96%
1Y
21.59%
3Y*
15.17%
5Y*
11.88%
10Y*
9.82%

^STOXX

1D
1.86%
1M
3.17%
YTD
5.67%
6M
7.62%
1Y
17.81%
3Y*
11.28%
5Y*
6.84%
10Y*
7.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HUKX.L vs. ^STOXX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HUKX.L
HSBC FTSE 100 UCITS ETF GBP
6.75%26.20%9.58%7.36%5.07%17.54%-11.64%17.42%-8.67%12.39%
^STOXX
STOXX Europe 600 Index
5.67%23.53%0.80%10.49%-8.30%13.49%1.60%17.34%-12.39%12.28%

Correlation

The correlation between HUKX.L and ^STOXX is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.76

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

0.79

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

0.80

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

0.82

Correlation (All Time)
Calculated using the full available price history since Aug 24, 2009

0.84

The correlation between HUKX.L and ^STOXX has been stable across timeframes, ranging from 0.76 to 0.84 - a consistent structural relationship.

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Return for Risk

HUKX.L vs. ^STOXX — Risk / Return Rank

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

HUKX.L
HUKX.L Risk / Return Rank: 6262
Overall Rank
HUKX.L Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
HUKX.L Sortino Ratio Rank: 6767
Sortino Ratio Rank
HUKX.L Omega Ratio Rank: 6868
Omega Ratio Rank
HUKX.L Calmar Ratio Rank: 5454
Calmar Ratio Rank
HUKX.L Martin Ratio Rank: 5252
Martin Ratio Rank

^STOXX
^STOXX Risk / Return Rank: 4444
Overall Rank
^STOXX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
^STOXX Sortino Ratio Rank: 4545
Sortino Ratio Rank
^STOXX Omega Ratio Rank: 4545
Omega Ratio Rank
^STOXX Calmar Ratio Rank: 4040
Calmar Ratio Rank
^STOXX Martin Ratio Rank: 4747
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.

HUKX.L vs. ^STOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HSBC FTSE 100 UCITS ETF GBP (HUKX.L) and STOXX Europe 600 Index (^STOXX). 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.


HUKX.L^STOXXDifference
Sharpe ratioReturn per unit of total volatility

+0.48

Sortino ratioReturn per unit of downside risk

+0.61

Omega ratioGain probability vs. loss probability

1.36

1.26

+0.09

Calmar ratioReturn relative to maximum drawdown

2.38

1.62

+0.76

Martin ratioReturn relative to average drawdown

7.97

5.47

+2.50

HUKX.L vs. ^STOXX - Sharpe Ratio Comparison

The current HUKX.L Sharpe Ratio is 1.90, which is higher than the ^STOXX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of HUKX.L and ^STOXX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

HUKX.L vs. ^STOXX - Drawdown Comparison

The maximum HUKX.L drawdown since its inception was -34.22%, smaller than the maximum ^STOXX drawdown of -47.50%. Use the drawdown chart below to compare losses from any high point for HUKX.L and ^STOXX.


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Drawdown Indicators


HUKX.L^STOXXDifference

Max Drawdown

Largest peak-to-trough decline

-34.22%

-47.50%

+13.28%

Max Drawdown (1Y)

Largest decline over 1 year

-8.78%

-10.52%

+1.74%

Max Drawdown (3Y)

Largest decline over 3 years

-12.95%

-14.04%

+1.09%

Max Drawdown (5Y)

Largest decline over 5 years

-12.95%

-19.20%

+6.25%

Max Drawdown (10Y)

Largest decline over 10 years

-34.22%

-28.53%

-5.69%

Current Drawdown

Current decline from peak

-2.93%

-1.65%

-1.28%

Average Drawdown

Average peak-to-trough decline

-4.37%

-9.41%

+5.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.63%

3.11%

-0.48%

Volatility

HUKX.L vs. ^STOXX - Volatility Comparison

HSBC FTSE 100 UCITS ETF GBP (HUKX.L) has a higher volatility of 3.60% compared to STOXX Europe 600 Index (^STOXX) at 3.06%. This indicates that HUKX.L's price experiences larger fluctuations and is considered to be riskier than ^STOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HUKX.L^STOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.60%

3.06%

+0.54%

Volatility (6M)

Calculated over the trailing 6-month period

9.63%

10.20%

-0.57%

Volatility (1Y)

Calculated over the trailing 1-year period

11.01%

12.07%

-1.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.67%

14.09%

-1.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.95%

15.11%

-0.16%

Frequently Asked Questions


HUKX.L and ^STOXX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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