PortfolioMetrics

HPAW vs. H4ZL - ETF Comparison

HPAW - HSBC MSCI World Climate Paris Aligned UCITS ETF

The HSBC MSCI World Climate Paris Aligned UCITS ETF is an equity fund that tracks the MSCI World Climate Paris Aligned index, focusing on companies that benefit from the transition to a lower carbon economy. The fund has a global investment scope and follows a long-only strategy, with a total expense ratio of 0.18%.

H4ZL - HSBC FTSE EPRA NAREIT Developed UCITS ETF USD

The HSBC FTSE EPRA NAREIT Developed UCITS ETF USD is a real estate-focused exchange-traded fund that tracks the FTSE EPRA/NAREIT Developed index, providing investors with exposure to the largest real estate companies in developed equity markets worldwide.

HPAWH4ZL
Fund NameHSBC MSCI World Climate Paris Aligned UCITS ETFHSBC FTSE EPRA NAREIT Developed UCITS ETF USD
Fund ProviderHSBCHSBC
IndexMSCI World Climate Paris AlignedFTSE EPRA/NAREIT Developed
Asset ClassEquityReal Estate
ListingEU-listedEU-listed
Expense Ratio0.18%0.24%
Inception Date2021-07-072011-06-20
Number Of Holdings603361
CurrencyUSDUSD
Distribution PolicyAccumulatingDistributing
RegionGlobalDeveloped Markets
Market CapBlendBlend
LeveragedNon-leveragedNon-leveraged
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Key Metrics

Performance Metrics

Risk Metrics

Detailed Returns

Benchmark Comparison

Key Metrics

Performance Metrics

Risk Metrics

Detailed Returns

Benchmark Comparison

Performance Analysis

The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.

Cumulative Returns

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End of Year Returns Table

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End of Year Returns

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Risk Analysis

The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.

Drawdowns

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Drawdowns Table

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Monte Carlo Simulation

The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.

IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.

Monte Carlo Metrics

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Simulated Portfolio Prices

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