Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOPCX (HSBC OPPORTUNITY FUND C SHARES) | NA | -0.80% | -3.90% | 5.90% | 5.72% | 10.92% | 8.19% | … | … |
Data as of 11/27/2023, Common starting date is 12/21/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOPCX (HSBC OPPORTUNITY FUND C SHARES) | 12/21/1998 | 11/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | -0.80 | -3.90 | 5.90 | 5.72 | 10.92 | 8.19 | … | … | 3.33 | -27.27 | 9.37 | 32.13 | 33.07 | -10.38 | 28.49 | 1.58 | -5.72 | 5.91 | 35.44 | 17.51 | -1.64 | 28.80 | 40.12 | -41.85 | 23.59 | 13.38 | 11.47 | 10.64 | 36.79 | -33.87 | -2.69 | -31.08 | 34.49 | 6.86 |
| Sharpe Ratio | NA | -0.35 | -0.24 | 0.17 | 0.21 | NA | NA | … | … | -0.04 | -0.93 | 0.46 | 0.82 | 1.99 | -0.61 | 1.05 | 0.07 | -0.34 | 0.39 | 2.54 | 1.04 | -0.06 | 1.34 | 1.44 | -1.07 | 1.26 | 0.70 | 0.63 | 0.60 | 1.97 | -1.46 | -0.18 | -0.63 | 1.47 | 53.48 |
| Standard Deviation(%) | NA | 18.80 | 23.74 | 26.59 | 23.24 | NA | NA | … | … | 18.19 | 30.99 | 20.37 | 38.83 | 15.89 | 19.25 | 26.70 | 18.84 | 17.08 | 15.09 | 13.96 | 16.97 | 30.02 | 21.48 | 27.79 | 39.83 | 16.48 | 14.45 | 14.70 | 16.29 | 18.30 | 24.02 | 29.10 | 55.49 | 21.28 | 18.43 |
| Draw Down(%) | NA | 16.33 | 38.76 | 41.00 | 41.00 | NA | NA | … | … | 16.33 | 32.73 | 14.48 | 41.00 | 8.51 | 27.59 | 16.35 | 22.48 | 17.57 | 12.03 | 6.92 | 15.03 | 28.86 | 18.60 | 18.13 | 51.93 | 11.26 | 14.61 | 9.32 | 16.61 | 11.17 | 40.83 | 33.73 | 51.00 | 16.13 | 0.62 |
| Yield(%) | 0.00 | 0.00 | 29.57 | 23.88 | 13.23 | 19.83 | 11.87 | … | … | 0.00 | 0.00 | 81.48 | 14.44 | 17.70 | 27.27 | 20.67 | 18.37 | 0.00 | 24.83 | 16.50 | 8.42 | 17.00 | 2.21 | 0.00 | 4.59 | 43.10 | 14.10 | 3.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 |
Data as of 11/27/2023, Common starting date is 12/21/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOPCX (HSBC OPPORTUNITY FUND C SHARES) |
-28.46%
Feb 2000 – Feb 2003 |
-10.81%
Feb 2000 – Feb 2005 |
-3.40%
Aug 2000 – Aug 2010 |
2.55%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOPCX (HSBC OPPORTUNITY FUND C SHARES) |
29.91%
Feb 2009 – Feb 2012 |
26.34%
Feb 2009 – Feb 2014 |
15.32%
Feb 2009 – Feb 2019 |
11.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart