(H4ZN) HSBC SP500 USD EUR - Performance 7.6% in 12m
Compare H4ZN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.83%
#113 in Group
Rel. Strength
59.72%
#3101 in Universe
Total Return 12m
7.63%
#45 in Group
Total Return 5y
38.88%
#119 in Group
12m Total Return: H4ZN (7.6%) 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: H4ZN vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for H4ZN
| Total Return (including Dividends) | H4ZN | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -9.06% | -5.57% | -5.57% |
| 3 Months | -10.53% | -4.27% | -4.27% |
| 12 Months | 7.63% | 8.49% | 8.49% |
| 5 Years | 38.88% | 138.91% | 138.91% |
| Trend Score (consistency of price movement) | H4ZN | SPY | S&P 500 |
| 1 Month | -29.0% | -26.8% | -26.8% |
| 3 Months | -59.2% | -52.6% | -52.6% |
| 12 Months | 85.2% | 85.4% | 85.4% |
| 5 Years | 93.0% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #90 | -3.69% | -3.69% |
| 3 Month | #93 | -6.77% | -6.77% |
| 12 Month | #47 | -1.43% | -1.43% |
| 5 Years | #117 | -9.12% | -9.12% |
FAQs
Does H4ZN HSBC SP500 USD EUR outperforms the market?
No,
over the last 12 months H4ZN made 7.63%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.49%.
Over the last 3 months H4ZN made -10.53%, while SPY made -4.27%.
Over the last 3 months H4ZN made -10.53%, while SPY made -4.27%.
Performance Comparison H4ZN vs Indeces and Sectors
H4ZN vs. Indices H4ZN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.06% | -3.49% | 2.30% | -0.86% |
| US NASDAQ 100 | QQQ | 0.81% | -1.47% | 4.05% | 1.60% |
| US Dow Jones Industrial 30 | DIA | -2.30% | -5.03% | 0.43% | -0.30% |
| German DAX 40 | DAX | -0.65% | -7.33% | -14.1% | -12.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.65% | -9.06% | 6.44% | -1.90% |
| Hongkong Hang Seng | HSI | -2.32% | -8.61% | 4.65% | -9.03% |
| India NIFTY 50 | INDA | -2.39% | -16.1% | 11.8% | 6.93% |
| Brasil Bovespa | EWZ | -2.32% | -16.3% | 8.71% | 19.9% |
H4ZN vs. Sectors H4ZN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.35% | -3.90% | -6.87% | -10.9% |
| Consumer Discretionary | XLY | -0.28% | -0.75% | 1.41% | -1.52% |
| Consumer Staples | XLP | -6.48% | -7.88% | 0.75% | -2.99% |
| Energy | XLE | -4.27% | -12.6% | -7.75% | 6.14% |
| Financial | XLF | -2.94% | -4.86% | -10.4% | -13.1% |
| Health Care | XLV | -2.85% | -7.48% | 4.82% | 6.34% |
| Industrial | XLI | -1.22% | -5.50% | 2.86% | 1.21% |
| Materials | XLB | -2.97% | -6.39% | 10.3% | 13.1% |
| Real Estate | XLRE | -3.69% | -6.67% | 5.12% | -3.86% |
| Technology | XLK | 1.50% | -0.77% | 8.65% | 8.08% |
| Utilities | XLU | -4.49% | -9.30% | 1.30% | -16.9% |
| Aerospace & Defense | XAR | 1.27% | -5.82% | -2.18% | -8.72% |
| Biotech | XBI | 5.07% | -0.49% | 18.3% | 21.1% |
| Homebuilder | XHB | -0.34% | -4.94% | 22.2% | 19.0% |
| Retail | XRT | -0.67% | -2.49% | 10.6% | 18.1% |