HSBC
HSBC Holdings plc
Stock
$96.14+0.32 (+0.33%)Close Oct 2, 2026
Jul 16, 1999 – Oct 2, 2026, Dividends reinvested
- Final balance
- $59,379
- CAGR
- +6.76%
- Max drawdown
- −74.47%
- Sharpe ratio
- 0.38
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −8.39%
- 3M
- −0.18%
- 6M
- +15.08%
- YTD
- +26.95%
- 1Y
- +41.99%
- 3Y
- +44.52%
- 5Y
- +37.56%
- 10Y
- +16.12%
- 15Y
- +12.38%
- 20Y
- +5.64%
- 25Y
- +7.73%
- Since 1999
- +6.76%
Metrics
Since 1999| Volatility | 26.98% |
|---|---|
| Sortino ratio | 0.54 |
| Calmar ratio | 0.09 |
| Best year, 2025 | +67.91% |
| Worst year, 2008 | −38.00% |
| Positive years | 15 of 26 |
| Longest drawdown | 16.5 years |
Worst drawdowns
Since 1999| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −74.5% | Oct 2007 | Mar 2009 | Apr 2024 | 16.5 years |
| −41.4% | Jan 2001 | Sep 2001 | Oct 2003 | 2.7 years |
| −22.4% | Dec 1999 | Mar 2000 | Aug 2000 | 7 months |
| −21.8% | Mar 2025 | Apr 2025 | May 2025 | 2 months |
| −16.3% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
Annual returns
1999 from Jul 16 · 2026 through Oct 2