(H4ZJ) HSBC MSCI World - Performance 5.4% in 12m
Compare H4ZJ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.52%
#25 in Group
Rel. Strength
51.99%
#3821 in Universe
Total Return 12m
5.43%
#93 in Group
Total Return 5y
100.17%
#18 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: H4ZJ (5.4%) vs VT (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Global 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 |
|---|---|---|---|---|---|---|---|---|
| H4ZJ XETRA HSBC MSCI World |
9.7% | 5.43% | 100% | - | - | - | - | - |
| VGWL XETRA Vanguard FTSE All-World |
9.68% | 6.1% | 94.4% | - | - | - | - | - |
| TSWE AS VanEck Sustainable World |
11.4% | 6.82% | 81.3% | - | - | - | - | - |
| JREG XETRA JPMorgan s (Ireland) ICAV |
9.57% | 3.74% | 93.2% | - | - | - | - | - |
| SPPW XETRA SPDR MSCI World EUR |
9.66% | 5.65% | 88.5% | - | - | - | - | - |
| MVEW XETRA iShares Edge MSCI World |
5.67% | 8.5% | 48% | - | - | - | - | - |
| SC0J XETRA Invesco MSCI World EUR |
9.65% | 5.64% | 88.3% | - | - | - | - | - |
| XDWL XETRA db x-trackers MSCI World |
9.77% | 5.55% | 87.8% | - | - | - | - | - |
Performance Comparison: H4ZJ vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for H4ZJ
| Total Return (including Dividends) | H4ZJ | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 9.70% | 6.91% | 5.69% |
| 3 Months | -11.07% | -2.44% | -6.49% |
| 12 Months | 5.43% | 9.54% | 9.72% |
| 5 Years | 100.17% | 88.13% | 107.51% |
| Trend Score (consistency of price movement) | H4ZJ | VT | S&P 500 |
| 1 Month | 92.1% | 92.1% | 89.4% |
| 3 Months | -85.8% | -61.6% | -72% |
| 12 Months | 45.2% | 56.4% | 49.3% |
| 5 Years | 92.3% | 72.6% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #101 | 2.61% | 3.79% |
| 3 Month | #103 | -8.85% | -4.90% |
| 12 Month | #104 | -3.76% | -3.91% |
| 5 Years | #31 | 6.40% | -3.53% |
FAQs
Does H4ZJ HSBC MSCI World outperforms the market?
No,
over the last 12 months H4ZJ made 5.43%, while its related Sector, the Vanguard Total World Stock (VT) made 9.54%.
Over the last 3 months H4ZJ made -11.07%, while VT made -2.44%.
Over the last 3 months H4ZJ made -11.07%, while VT made -2.44%.
Performance Comparison H4ZJ vs Indeces and Sectors
H4ZJ vs. Indices H4ZJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.42% | 4.01% | -1.77% | -4.29% |
| US NASDAQ 100 | QQQ | 0.15% | 2.31% | -2.18% | -5.37% |
| US Dow Jones Industrial 30 | DIA | 0.53% | 7.03% | -0.74% | -0.82% |
| German DAX 40 | DAX | -0.03% | -5.36% | -27.4% | -19.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.19% | 6.82% | -1.0% | -0.88% |
| Hongkong Hang Seng | HSI | -2.46% | -5.20% | -11.3% | -2.79% |
| India NIFTY 50 | INDA | 4.12% | 6.49% | -3.67% | 3.40% |
| Brasil Bovespa | EWZ | -2.61% | -1.92% | -11.0% | 11.7% |
H4ZJ vs. Sectors H4ZJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.05% | 3.22% | -7.95% | -15.0% |
| Consumer Discretionary | XLY | -1.0% | 3.01% | 0.42% | -9.38% |
| Consumer Staples | XLP | 1.28% | 9.0% | -8.68% | -1.82% |
| Energy | XLE | -1.83% | 5.21% | 4.23% | 14.5% |
| Financial | XLF | -0.28% | 2.86% | -7.65% | -16.1% |
| Health Care | XLV | 4.52% | 12.8% | 3.46% | 11.4% |
| Industrial | XLI | -0.51% | 1.39% | -2.75% | -4.94% |
| Materials | XLB | 0.26% | 4.66% | 2.28% | 11.5% |
| Real Estate | XLRE | 1.21% | 2.79% | -4.15% | -8.14% |
| Technology | XLK | -0.42% | -0.01% | 0.50% | -0.67% |
| Utilities | XLU | -0.30% | 4.56% | -9.54% | -10.6% |
| Aerospace & Defense | XAR | 0.24% | 0.53% | -11.1% | -20.5% |
| Biotech | XBI | 8.14% | 6.93% | 19.3% | 20.3% |
| Homebuilder | XHB | 0.78% | 4.09% | 11.9% | 14.3% |
| Retail | XRT | 0.36% | 3.56% | 4.52% | 11.7% |