Hsbc Sp 500 Etf Three Year Return
H4ZF Etf | EUR 58.45 0.02 0.03% |
HSBC SP 500 fundamentals help investors to digest information that contributes to HSBC SP's financial success or failures. It also enables traders to predict the movement of HSBC Etf. The fundamental analysis module provides a way to measure HSBC SP's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to HSBC SP etf.
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HSBC SP 500 ETF Three Year Return Analysis
HSBC SP's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current HSBC SP Three Year Return | 11.54 % |
Most of HSBC SP's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, HSBC SP 500 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, HSBC SP 500 has a Three Year Return of 11.54%. This is much higher than that of the HSBC Investment Funds (Luxembourg) S.A. family and significantly higher than that of the Three Year Return category. The three year return for all Germany etfs is notably lower than that of the firm.
HSBC Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses HSBC SP's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of HSBC SP could also be used in its relative valuation, which is a method of valuing HSBC SP by comparing valuation metrics of similar companies.HSBC SP is currently under evaluation in three year return as compared to similar ETFs.
Fund Asset Allocation for HSBC SP
The fund consists of 91.27% investments in stocks, with the rest of investments allocated between various types of exotic instruments.Asset allocation divides HSBC SP's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
HSBC Fundamentals
Total Asset | 2.69 B | |||
One Year Return | 3.73 % | |||
Three Year Return | 11.54 % | |||
Five Year Return | 10.09 % | |||
Net Asset | 2.69 B | |||
Equity Positions Weight | 91.27 % |
About HSBC SP Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze HSBC SP 500's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of HSBC SP using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of HSBC SP 500 based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Other Information on Investing in HSBC Etf
HSBC SP financial ratios help investors to determine whether HSBC Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in HSBC with respect to the benefits of owning HSBC SP security.