Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HINAX (HSBC World Selection Income Strat A) NA 3.56% 1.60% 1.49% NA NA NA
Data as of 05/12/2017, Common starting date is 03/22/2012
More Performance Analytics Comparison
Name Start Date End Date
HINAX (HSBC World Selection Income Strat A) 03/22/2012 05/12/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 3.56 1.60 1.49 NA NA NA 2.89 3.39 -1.72 2.60 -3.44 4.70
Sharpe Ratio NA 0.95 0.40 0.37 NA NA NA 2.95 0.81 -0.42 0.92 -0.78 2.66
Standard Deviation(%) NA 3.42 3.68 3.65 NA NA NA 2.62 3.91 4.21 2.80 4.44 2.29
Draw Down(%) NA 3.57 6.30 6.30 NA NA NA 1.17 3.57 5.41 2.12 5.67 1.68
Yield(%) 0.00 1.44 1.88 1.16 0.58 0.39 0.29 0.59 1.25 1.46 2.53 0.00 0.00
Data as of 05/12/2017, Common starting date is 03/22/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HINAX (HSBC World Selection Income Strat A) -0.93%
Sep 2012 – Sep 2015
1.42%
Apr 2012 – Apr 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HINAX (HSBC World Selection Income Strat A) 2.37%
Aug 2013 – Aug 2016
1.42%
Apr 2012 – Apr 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return