(H4ZF) HSBC SP500 EUR - Performance 6.5% in 12m
Compare H4ZF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
90.22%
#40 in Group
Rel. Strength
55.67%
#3413 in Universe
Total Return 12m
6.48%
#83 in Group
Total Return 5y
133.46%
#59 in Group
12m Total Return: H4ZF (6.5%) vs SPY (8.5%)
5y Drawdown (Underwater) Chart
Top Performers in US Large-Cap Blend Equity
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| D500 XETRA Invesco SP500 Dis |
-9.02% | 7.9% | 150% | - | - | - | - | - |
| VUSA XETRA Vanguard SP500 EUR |
-9.07% | 7.93% | 150% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-9% | 7.81% | 139% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-9.26% | 6.42% | 144% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-9.02% | 7.81% | 139% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-9.06% | 7.7% | 139% | - | - | - | - | - |
| 5ESG XETRA Invesco SP500 ESG Index |
-8.94% | 6.37% | 142% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-9.04% | 7.75% | 138% | - | - | - | - | - |
Performance Comparison: H4ZF vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for H4ZF
| Total Return (including Dividends) | H4ZF | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -9.08% | -5.57% | -5.57% |
| 3 Months | -11.00% | -4.27% | -4.27% |
| 12 Months | 6.48% | 8.49% | 8.49% |
| 5 Years | 133.46% | 138.91% | 138.91% |
| Trend Score (consistency of price movement) | H4ZF | SPY | S&P 500 |
| 1 Month | -29.0% | -26.8% | -26.8% |
| 3 Months | -63.2% | -52.6% | -52.6% |
| 12 Months | 83.0% | 85.4% | 85.4% |
| 5 Years | 92.7% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #98 | -3.71% | -3.71% |
| 3 Month | #112 | -7.26% | -7.26% |
| 12 Month | #85 | -2.48% | -2.48% |
| 5 Years | #78 | -2.28% | -2.28% |
FAQs
Does H4ZF HSBC SP500 EUR outperforms the market?
No,
over the last 12 months H4ZF made 6.48%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.49%.
Over the last 3 months H4ZF made -11.00%, while SPY made -4.27%.
Over the last 3 months H4ZF made -11.00%, while SPY made -4.27%.
Performance Comparison H4ZF vs Indeces and Sectors
H4ZF vs. Indices H4ZF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.07% | -3.51% | 1.79% | -2.01% |
| US NASDAQ 100 | QQQ | 0.80% | -1.49% | 3.54% | 0.45% |
| US Dow Jones Industrial 30 | DIA | -2.31% | -5.05% | -0.08% | -1.45% |
| German DAX 40 | DAX | -0.66% | -7.35% | -14.6% | -14.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.66% | -9.08% | 5.93% | -3.05% |
| Hongkong Hang Seng | HSI | -2.33% | -8.63% | 4.14% | -10.2% |
| India NIFTY 50 | INDA | -2.40% | -16.1% | 11.3% | 5.78% |
| Brasil Bovespa | EWZ | -2.33% | -16.3% | 8.20% | 18.7% |
H4ZF vs. Sectors H4ZF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.36% | -3.92% | -7.38% | -12.1% |
| Consumer Discretionary | XLY | -0.29% | -0.77% | 0.90% | -2.67% |
| Consumer Staples | XLP | -6.49% | -7.90% | 0.24% | -4.14% |
| Energy | XLE | -4.28% | -12.6% | -8.26% | 4.99% |
| Financial | XLF | -2.95% | -4.88% | -10.9% | -14.3% |
| Health Care | XLV | -2.86% | -7.50% | 4.31% | 5.19% |
| Industrial | XLI | -1.23% | -5.52% | 2.35% | 0.06% |
| Materials | XLB | -2.98% | -6.41% | 9.81% | 11.9% |
| Real Estate | XLRE | -3.70% | -6.69% | 4.61% | -5.01% |
| Technology | XLK | 1.49% | -0.79% | 8.14% | 6.93% |
| Utilities | XLU | -4.50% | -9.32% | 0.79% | -18.1% |
| Aerospace & Defense | XAR | 1.26% | -5.84% | -2.69% | -9.87% |
| Biotech | XBI | 5.06% | -0.51% | 17.8% | 19.9% |
| Homebuilder | XHB | -0.35% | -4.96% | 21.7% | 17.9% |
| Retail | XRT | -0.68% | -2.51% | 10.1% | 17.0% |