HSBC S&P 500 UCITS ETF USD (Acc)

ISINIE000JZ473P7
TickerH4ZN
Backtest this ETF
Category
ETF
Data available from
Jul 31, 2022
Underlying assets
503

Metrics at a glance

CAGR
+11.13%
Volatility
14.18%
Sharpe
0.64
Sortino
0.64
Calmar
0.54
Ulcer Index
5.13
Max Drawdown
17.02%
VaR 95%
5.72%
VaR 99%
8.19%
% Positive Months
61.76%

Performance over time

Rolling returns

Return computed over every rolling window of the selected length.

Fund composition

Estimated country, currency, and sector allocation from the underlying holdings.

HSBC S&P 500 UCITS ETF USD (Acc)

Click a row name to exclude it from the calculation (remaining slices are renormalized).

99.5%
0.2%
0.1%
0.1%
0.0%
0.0%

Top holdings

Top 10 Weight

36.6%

Total Assets

503

HHI

0.000

  1. NVIDIA
    7.6%
  2. Apple
    6.7%
  3. Microsoft
    4.9%
  4. Amazon.com
    3.6%
  5. Alphabet Inc Class A
    3.1%
  6. Broadcom
    2.6%
  7. Alphabet Inc Class C
    2.4%
  8. Meta Platforms Inc Class A
    2.2%
  9. Tesla
    1.9%
  10. Berkshire Hathaway Inc Class B
    1.6%

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