Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMCTX (HSBC Investor Mid Cap Y) | NA | 6.87% | -9.64% | 0.10% | 1.50% | NA | NA | … | … |
Data as of 12/30/2010, Common starting date is 07/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMCTX (HSBC Investor Mid Cap Y) | 07/28/2000 | 12/30/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.87 | -9.64 | 0.10 | 1.50 | NA | NA | … | … | 7.89 | 33.21 | -48.66 | 21.37 | 12.23 | 10.55 | 14.25 | 32.06 | -27.01 | -9.29 | 0.11 |
| Sharpe Ratio | NA | 0.30 | -0.31 | -0.05 | -0.01 | NA | NA | … | … | 0.36 | 1.21 | -1.13 | 1.04 | 0.57 | 0.15 | 0.91 | 1.73 | -1.04 | -0.54 | -0.15 |
| Standard Deviation(%) | NA | 22.48 | 33.13 | 28.16 | 33.32 | NA | NA | … | … | 21.85 | 27.32 | 43.63 | 17.68 | 15.63 | 56.50 | 14.69 | 18.11 | 27.12 | 21.78 | 25.33 |
| Draw Down(%) | NA | 13.66 | 59.68 | 61.03 | 61.03 | NA | NA | … | … | 13.66 | 23.59 | 55.32 | 12.52 | 14.39 | 33.08 | 13.82 | 12.37 | 37.08 | 26.52 | 20.25 |
| Yield(%) | 0.00 | 0.00 | 0.10 | 4.51 | 4.47 | 2.86 | 2.14 | … | … | 0.00 | 0.55 | 0.00 | 14.14 | 7.29 | 23.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/30/2010, Common starting date is 07/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCTX (HSBC Investor Mid Cap Y) |
-17.24%
Feb 2006 – Feb 2009 |
-5.71%
Feb 2004 – Feb 2009 |
-1.00%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCTX (HSBC Investor Mid Cap Y) |
23.73%
Mar 2003 – Mar 2006 |
18.81%
Sep 2002 – Sep 2007 |
1.67%
Nov 2000 – Nov 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart