Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBMAX (HSBC EMERGING MARKETS LOCAL DEBT FUND A SHARES) | NA | 0.98% | -3.78% | -3.09% | NA | NA | NA | … | … |
Data as of 04/20/2017, Common starting date is 04/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBMAX (HSBC EMERGING MARKETS LOCAL DEBT FUND A SHARES) | 04/12/2011 | 04/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.98 | -3.78 | -3.09 | NA | NA | NA | … | … | 5.84 | 7.71 | -15.41 | -5.14 | -10.67 | 11.87 | -8.73 |
| Sharpe Ratio | NA | 0.07 | -0.40 | -0.34 | NA | NA | NA | … | … | 2.65 | 0.65 | -1.51 | -0.65 | -1.22 | 1.66 | -1.15 |
| Standard Deviation(%) | NA | 10.41 | 9.95 | 9.29 | NA | NA | NA | … | … | 7.76 | 11.53 | 10.23 | 7.89 | 8.78 | 7.18 | 10.38 |
| Draw Down(%) | NA | 10.14 | 28.18 | 33.26 | NA | NA | NA | … | … | 2.40 | 10.14 | 17.78 | 13.33 | 16.03 | 7.31 | 11.66 |
| Yield(%) | 0.00 | 1.80 | 2.90 | 2.54 | 1.32 | 0.88 | 0.66 | … | … | 1.74 | 0.32 | 4.61 | 4.11 | 2.21 | 1.90 | 0.68 |
Data as of 04/20/2017, Common starting date is 04/12/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBMAX (HSBC EMERGING MARKETS LOCAL DEBT FUND A SHARES) |
-10.51%
Dec 2012 – Dec 2015 |
-4.91%
May 2011 – May 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBMAX (HSBC EMERGING MARKETS LOCAL DEBT FUND A SHARES) |
0.30%
Nov 2011 – Nov 2014 |
-1.89%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart