HSBC MSCI Emerging Markets UCITS ETF (HMEF.L) Total Returns
Growth of £10,000 chart
2021-03-18 to 2026-03-18 to
£
%
%
Loading chart…
| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | £12,597.39 | 25.97% | 4.73% | £1,138.33 | 11.38% |
| Real * | £10,153.81 | 1.54% | 0.31% | £986.63 | 9.87% |
* Adjusted to Mar 2021 purchasing power (UK CPI) Taxes: £227.68 · Transaction costs: £1.82 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +3.67% |
| Median Rolling Return | +2.08% |
| Best Rolling Return | +61.17% |
| Worst Rolling Return | -19.93% |
| % of Windows Positive | 56.3% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -27.28% |
| Drawdown Duration | 99 Trading Days (Unrecovered) |
| Sortino Ratio | 0.48 |
| Calmar Ratio | 0.27 |
| CVaR (5%) | -2.64% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.21% (+39.15% ann.) | +£721.33 | £33.05 | £6.61 | £0.06 |
| 2025 | +24.00% | +£2399.72 | £242.55 | £48.51 | £0.39 |
| 2024 | +8.54% | +£854.31 | £260.50 | £52.10 | £0.41 |
| 2023 | +1.90% | +£190.42 | £259.51 | £51.91 | £0.42 |
| 2022 | -10.55% | £1055.07 | £263.48 | £52.70 | £0.42 |
| 2021 | -2.64% | £264.13 | £193.69 | £38.74 | £0.31 |
| 2020 | +14.37% | +£1437.42 | £187.94 | £37.59 | £0.30 |
| 2019 | +12.25% | +£1225.13 | £233.89 | £46.78 | £0.37 |
| 2018 | -9.99% | £998.59 | £190.40 | £38.08 | £0.30 |
| 2017 | +25.23% | +£2523.37 | £199.55 | £39.91 | £0.31 |
| 2016 | +32.99% | +£3298.67 | £222.22 | £44.44 | £0.36 |
| 2015 | -11.91% | £1191.16 | £196.16 | £39.24 | £0.32 |
| 2014 | +1.94% | +£194.46 | £193.43 | £38.69 | £0.31 |
| 2013 | -6.77% | £676.85 | £0.00 | £0.00 | £0.00 |
| 2012 | +10.32% | +£1031.62 | £0.00 | £0.00 | £0.00 |
| 2011 partial | -6.20% (-18.55% ann.) | £620.37 | £0.00 | £0.00 | £0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | 2011-09-07 – 2012-07-25 | -6.96% | -7.86% | £696.45 | £0.00 | £0.00 | £0.00 |
| Secular stagnation / QE / low inflation / duration bull | 2012-07-26 – 2020-02-19 | +58.19% | +6.25% | +£5819.27 | £1536.54 | £307.31 | £2.45 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -21.78% | -93.94% | £2177.82 | £0.00 | £0.00 | £0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +30.10% | +52.71% | +£3009.67 | £184.80 | £36.97 | £0.30 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +0.43% | +0.41% | +£42.93 | £200.95 | £40.19 | £0.32 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -11.47% | -12.14% | £1147.38 | £264.63 | £52.93 | £0.42 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +8.51% | +4.51% | +£851.06 | £436.45 | £87.29 | £0.70 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +38.75% | +24.49% | +£3874.95 | £386.29 | £77.26 | £0.62 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2021-04-29 | £2.7606 | 0.28% | £28.37 | £5.68 | £0.05 | 0.0230 |
| 2021-07-22 | £5.8515 | 0.60% | £60.27 | £12.05 | £0.09 | 0.0496 |
| 2021-10-21 | £7.6263 | 0.80% | £78.93 | £15.79 | £0.12 | 0.0672 |
| 2022-01-27 | £3.3602 | 0.37% | £35.00 | £7.00 | £0.05 | 0.0313 |
| 2022-04-21 | £3.0466 | 0.36% | £31.83 | £6.37 | £0.05 | 0.0305 |
| 2022-07-21 | £8.6200 | 1.03% | £90.33 | £18.07 | £0.14 | 0.0865 |
| 2022-10-20 | £9.0090 | 1.16% | £95.18 | £19.04 | £0.15 | 0.0981 |
| 2023-01-19 | £3.5843 | 0.43% | £38.22 | £7.65 | £0.06 | 0.0365 |
| 2023-04-27 | £3.0076 | 0.38% | £32.18 | £6.44 | £0.05 | 0.0328 |
| 2023-07-27 | £7.4097 | 0.92% | £79.53 | £15.91 | £0.13 | 0.0787 |
| 2023-10-19 | £6.6952 | 0.86% | £72.39 | £14.48 | £0.12 | 0.0753 |
| 2024-01-18 | £2.8567 | 0.38% | £31.10 | £6.22 | £0.05 | 0.0327 |
| 2024-04-25 | £3.4666 | 0.42% | £37.85 | £7.57 | £0.06 | 0.0368 |
| 2024-07-25 | £6.9740 | 0.83% | £76.41 | £15.28 | £0.12 | 0.0736 |
| 2024-10-24 | £7.4391 | 0.85% | £82.06 | £16.41 | £0.13 | 0.0755 |
| 2025-02-06 | £2.3682 | 0.27% | £26.30 | £5.26 | £0.04 | 0.0239 |
| 2025-05-08 | £4.2000 | 0.49% | £46.74 | £9.35 | £0.08 | 0.0439 |
| 2025-07-24 | £7.7534 | 0.83% | £86.63 | £17.33 | £0.14 | 0.0745 |
| 2025-11-03 | £6.2374 | 0.59% | £70.16 | £14.03 | £0.11 | 0.0526 |
| 2026-01-29 | £3.4364 | 0.31% | £38.83 | £7.76 | £0.06 | 0.0280 |
| Total | 20 payments | £1138.33 | £227.68 | £1.82 | 1.0511 |
EELV
Invesco S&P Emerging Markets Low Volatility ETF
CAGR 3.39% Total 60.37% Final $16,037.18
2012-01-13 — 2026-03-18
FRDM
Freedom 100 Emerging Markets ETF
CAGR 14.38% Total 147.96% Final $24,796.24
2019-06-14 — 2026-03-18
VTI
Vanguard Total Stock Market Index Fund ETF Shares
CAGR 8.92% Total 729.12% Final $82,911.88
2001-06-15 — 2026-03-18