Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/05/2014.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HBC (HSBC Holdings PLC ADR) NA 23.38% 697.96% 226.00% 77.94% 51.53% NA 52.63%
More Performance Analytics Comparison
Name Start Date End Date
HBC (HSBC Holdings PLC ADR) 07/16/1999 12/05/2014
The return data shown below all have the same latest date: 12/05/2014.
AR inception is since 07/16/1999.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) 1.22 23.38 697.96 226.00 77.94 51.53 NA 52.63 23.80 8.67 45.75 -22.09 -9.73 22.16 -38.00 -4.04 18.85 -1.38 12.59 52.26 -5.21 -15.35 8.75 17.92
Sharpe Ratio NA 173.60 9.66 5.69 2.23 NA NA 0.35 1.25 0.55 2.16 -0.69 -0.39 0.38 -0.85 -0.37 1.27 -0.39 0.77 2.96 -0.25 -0.53 0.14 1.17
Standard Deviation(%) NA 190.79 67.85 42.86 35.77 NA NA 146.98 42.45 18.14 21.33 32.19 25.40 57.53 45.59 19.25 12.27 9.03 15.15 17.43 25.34 33.61 32.99 33.62
Draw Down(%) NA 39.41 39.41 40.59 74.47 NA NA 74.47 39.41 12.78 14.92 36.61 24.48 52.41 45.95 16.22 7.64 7.13 13.79 9.37 21.67 41.42 22.43 15.76
Yield(%) 0.00 2.99 379.27 157.60 55.70 49.74 41.14 54.85 3.11 4.42 5.23 3.78 2.23 3.43 5.64 4.68 4.65 4.07 3.97 6.43 2.93 3.71 2.86 1.23
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBC (HSBC Holdings PLC ADR) -26.71%
Mar 2006 - Mar 2009 		-13.63%
Mar 2004 - Mar 2009 		-0.35%
May 2002 - May 2012 		51.76%
Nov 1999 - Nov 2014
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBC (HSBC Holdings PLC ADR) 703.69%
Sep 2011 - Sep 2014 		291.40%
Mar 2009 - Mar 2014 		83.86%
Mar 2004 - Mar 2014 		52.55%
Sep 1999 - Sep 2014
Annualized Rolling Returns Comparison Chart