Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAJAX (HSBC Asia ex-Japan Smaller Comp Equity F) | NA | -1.56% | -1.00% | NA | NA | NA | NA | … | … |
Data as of 11/01/2019, Common starting date is 11/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAJAX (HSBC Asia ex-Japan Smaller Comp Equity F) | 11/13/2014 | 11/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.56 | -1.00 | NA | NA | NA | NA | … | … | -0.32 | -24.05 | 34.53 | 9.69 | 2.74 | -6.08 |
| Sharpe Ratio | NA | -0.22 | -0.16 | NA | NA | NA | NA | … | … | -0.14 | -1.53 | 3.95 | 0.72 | 0.14 | -3.22 |
| Standard Deviation(%) | NA | 14.21 | 13.15 | NA | NA | NA | NA | … | … | 13.02 | 16.64 | 8.61 | 13.08 | 19.59 | 12.10 |
| Draw Down(%) | NA | 15.23 | 33.89 | NA | NA | NA | NA | … | … | 15.23 | 31.92 | 4.41 | 11.38 | 27.64 | 7.26 |
| Yield(%) | 0.00 | 0.66 | 5.68 | 3.99 | 1.99 | 1.33 | 1.00 | … | … | 0.00 | 0.50 | 16.25 | 1.36 | 1.15 | 0.18 |
Data as of 11/01/2019, Common starting date is 11/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAJAX (HSBC Asia ex-Japan Smaller Comp Equity F) |
-2.43%
Sep 2016 – Sep 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAJAX (HSBC Asia ex-Japan Smaller Comp Equity F) |
16.20%
Jan 2015 – Jan 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart