Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOTAX (HSBC GROWTH FUND A SHARES) | NA | -24.71% | 4.17% | 5.02% | 4.98% | NA | NA | … | … |
Data as of 02/22/2016, Common starting date is 05/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOTAX (HSBC GROWTH FUND A SHARES) | 05/28/2004 | 02/22/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.71 | 4.17 | 5.02 | 4.98 | NA | NA | … | … | -25.15 | -5.62 | -6.71 | 21.13 | 4.66 | -0.19 | 16.29 | 40.67 | -41.06 | 18.15 | -2.61 | 9.41 | 2.39 |
| Sharpe Ratio | NA | -1.30 | -0.37 | -0.19 | -0.07 | NA | NA | … | … | -2.41 | -0.28 | -0.30 | 1.22 | 0.28 | -0.01 | 0.81 | 1.64 | -1.07 | 0.90 | -0.40 | 0.66 | 0.25 |
| Standard Deviation(%) | NA | 25.18 | 23.69 | 23.86 | 24.96 | NA | NA | … | … | 36.80 | 20.08 | 22.67 | 17.26 | 16.88 | 26.16 | 19.99 | 24.72 | 38.96 | 16.95 | 14.89 | 10.93 | 11.75 |
| Draw Down(%) | NA | 35.92 | 40.88 | 40.88 | 52.92 | NA | NA | … | … | 25.15 | 14.39 | 16.31 | 10.67 | 13.73 | 20.63 | 16.60 | 17.61 | 49.49 | 8.08 | 9.96 | 7.41 | 10.64 |
| Yield(%) | 0.00 | 10.95 | 15.43 | 11.25 | 7.62 | 6.04 | 4.53 | … | … | 0.00 | 11.55 | 16.99 | 14.93 | 7.88 | 0.00 | 0.00 | 0.00 | 0.00 | 6.00 | 7.63 | 1.88 | 0.25 |
Data as of 02/22/2016, Common starting date is 05/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOTAX (HSBC GROWTH FUND A SHARES) |
-11.78%
Feb 2006 – Feb 2009 |
-0.32%
Jun 2004 – Jun 2009 |
6.96%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOTAX (HSBC GROWTH FUND A SHARES) |
26.02%
Feb 2009 – Feb 2012 |
22.88%
Feb 2009 – Feb 2014 |
9.90%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart