Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOEAX (HSBC Investor Overseas Equity A) | NA | -18.57% | 7.60% | -10.41% | 1.94% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 08/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOEAX (HSBC Investor Overseas Equity A) | 08/30/2000 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.57 | 7.60 | -10.41 | 1.94 | NA | NA | … | … | -0.56 | -13.77 | 2.38 | 31.84 | -50.38 | 6.25 | 30.22 | 15.53 | 22.93 | 27.96 | -17.43 | -18.08 | -15.34 |
| Sharpe Ratio | NA | -0.79 | 0.33 | -0.36 | 0.03 | NA | NA | … | … | -2.03 | -0.54 | 0.10 | 1.00 | -1.13 | 0.16 | 1.76 | 1.20 | 1.58 | 1.82 | -0.91 | -1.08 | -2.46 |
| Standard Deviation(%) | NA | 23.57 | 23.24 | 30.55 | 24.46 | NA | NA | … | … | 1.02 | 25.56 | 22.98 | 31.60 | 45.29 | 20.08 | 15.41 | 11.18 | 13.94 | 15.00 | 20.26 | 19.25 | 17.73 |
| Draw Down(%) | NA | 25.54 | 25.54 | 67.64 | 67.64 | NA | NA | … | … | 0.56 | 25.54 | 21.56 | 30.84 | 59.54 | 13.90 | 16.63 | 8.95 | 10.18 | 17.46 | 29.64 | 32.99 | 19.79 |
| Yield(%) | 0.00 | 0.84 | 2.70 | 8.56 | 10.84 | 5.00 | 3.75 | … | … | 0.00 | 0.88 | 3.18 | 2.11 | 28.39 | 19.59 | 15.70 | 9.68 | 6.99 | 0.00 | 0.85 | 2.73 | 7.40 |
Data as of 04/12/2012, Common starting date is 08/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOEAX (HSBC Investor Overseas Equity A) |
-20.69%
Feb 2006 – Feb 2009 |
-9.90%
Mar 2007 – Mar 2012 |
0.01%
Sep 2000 – Sep 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOEAX (HSBC Investor Overseas Equity A) |
31.63%
Mar 2003 – Mar 2006 |
23.80%
Sep 2002 – Sep 2007 |
3.31%
Jul 2001 – Jul 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart