HSBC MSCI Emerging Markets UCITS ETF (HEMA.PA) Total Returns
Growth of €10,000 chart
2022-07-12 to 2026-04-20 to
€
%
%
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Investment Performance
Final Value
€15,225
Total Return
52.25%
CAGR
11.79%
Dividends
€0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.88% |
| Median | +0.81% |
| Best | +21.21% |
| Worst | -15.09% |
| % of Windows Positive | 58.2% |
1-Year (252 Trading Days)
| Average | +10.90% |
| Median | +11.39% |
| Best | +50.42% |
| Worst | -10.38% |
| % of Windows Positive | 85.5% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -18.87% |
| Average Drawdown | -5.90% |
| Drawdown Duration | 120 Trading Days |
| Sortino Ratio | 1.03 |
| Calmar Ratio | 0.62 |
| CVaR (5%) | -2.40% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +14.93% (+58.72% ann.) | +€1492.65 | €0.00 | €0.00 | €0.00 |
| 2025 | +18.62% | +€1862.39 | €0.00 | €0.00 | €0.00 |
| 2024 | +13.78% | +€1377.87 | €0.00 | €0.00 | €0.00 |
| 2023 | +4.47% | +€447.11 | €0.00 | €0.00 | €0.00 |
| 2022 partial | -6.05% (-12.47% ann.) | €604.51 | €0.00 | €0.00 | €0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Inflation shock / duration crash / aggressive tightening partial | July 12, 2022 – November 9, 2022 | -7.27% | -20.54% | €727.46 | €0.00 | €0.00 | €0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +13.11% | +6.87% | +€1311.48 | €0.00 | €0.00 | €0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 20, 2026 | +44.13% | +25.94% | +€4413.20 | €0.00 | €0.00 | €0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.