Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOTBX (HSBC GROWTH FUND B SHARES) | NA | -27.13% | 2.51% | 3.72% | 3.94% | NA | NA | … | … |
Data as of 02/22/2016, Common starting date is 05/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOTBX (HSBC GROWTH FUND B 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 | -27.13 | 2.51 | 3.72 | 3.94 | NA | NA | … | … | -27.12 | -8.44 | -9.90 | 18.33 | 3.07 | -1.01 | 15.52 | 39.50 | -41.46 | 16.90 | -3.66 | 8.57 | 2.15 |
| Sharpe Ratio | NA | -1.29 | -0.46 | -0.27 | -0.14 | NA | NA | … | … | -2.13 | -0.40 | -0.40 | 1.00 | 0.18 | -0.04 | 0.77 | 1.59 | -1.09 | 0.82 | -0.46 | 0.58 | 0.21 |
| Standard Deviation(%) | NA | 28.41 | 26.77 | 26.44 | 26.74 | NA | NA | … | … | 42.46 | 21.41 | 24.81 | 18.36 | 17.31 | 26.15 | 19.98 | 24.74 | 38.95 | 16.99 | 15.11 | 10.99 | 11.75 |
| Draw Down(%) | NA | 39.23 | 46.76 | 46.76 | 53.43 | NA | NA | … | … | 27.12 | 16.62 | 18.64 | 12.09 | 14.58 | 20.80 | 16.75 | 17.75 | 49.81 | 8.27 | 10.14 | 7.53 | 10.60 |
| Yield(%) | 0.00 | 12.96 | 17.22 | 12.27 | 7.95 | 6.21 | 4.66 | … | … | 0.00 | 13.64 | 19.39 | 16.65 | 8.65 | 0.00 | 0.00 | 0.00 | 0.00 | 6.28 | 7.96 | 1.83 | 0.00 |
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 |
|---|---|---|---|---|
| HOTBX (HSBC GROWTH FUND B SHARES) |
-12.43%
Feb 2006 – Feb 2009 |
-1.08%
Jun 2004 – Jun 2009 |
6.17%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOTBX (HSBC GROWTH FUND B SHARES) |
25.07%
Feb 2009 – Feb 2012 |
21.95%
Feb 2009 – Feb 2014 |
9.09%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart