HSBC Plus World Equity Income Quant Active UCITS ETF USD Distributing (HQWD.L) Total Returns

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Growth of $10,000 chart

2025-06-16 to 2026-03-18
to
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Start $10.18 2025-06-16
End $11.48 2026-03-18
+12.72%
Final Value Total Return CAGR Dividends Yield on Cost
Nominal $11,354.04 13.54% 18.37% $102.09 1.02%
Real * $11,145.13 11.45% 15.49% $100.82 1.01%
* Adjusted to Jun 2025 purchasing power (US CPI-U) Taxes: $20.42 · Transaction costs: $0.16 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.

Rolling 1-Month Returns (21 Trading Days)

Metric Value
Average Rolling Return +1.69%
Median Rolling Return +2.05%
Best Rolling Return +5.11%
Worst Rolling Return -4.21%
% of Windows Positive 85.0%

Risk Metrics

Metric Value
Maximum Drawdown -5.15%
Drawdown Duration 26 Trading Days (Unrecovered)
Sortino Ratio 2.58
Calmar Ratio 3.32
CVaR (5%) -1.31%

Yearly Returns

Year Return Abs. Return Dividends Taxes Trans. Costs
2026 partial -0.49% (-2.28% ann.) $48.54 $38.82 $7.77 $0.06
2025 partial +14.09% (+27.54% ann.) +$1409.42 $57.80 $11.56 $0.09

Market Regime Returns

Regime Period Return Ann. Return Abs. Return Dividends Taxes Trans. Costs
Disinflationary easing / resilient growth / AI capex under oil-shock test partial 2025-06-16 – 2026-03-18 +13.54% +18.37% +$1354.04 $102.09 $20.42 $0.16

Dividend History

Date Per Share Yield % Total Yield Tax Trans. Cost Shares Bought
2025-08-07 $0.0135 0.13% $13.26 $2.65 $0.02 1.0022
2025-11-03 $0.0453 0.40% $44.54 $8.91 $0.07 3.1531
2026-01-29 $0.0449 0.38% $44.29 $8.86 $0.07 2.9956
Total 3 payments $102.09 $20.42 $0.16 7.1508
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