Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOTYX (HSBC GROWTH FUND I SHARES) | NA | -24.21% | 4.57% | 5.37% | 5.29% | NA | NA | … | … |
Data as of 02/22/2016, Common starting date is 05/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOTYX (HSBC GROWTH FUND I 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 | -24.21 | 4.57 | 5.37 | 5.29 | NA | NA | … | … | -24.83 | -5.00 | -6.09 | 21.63 | 5.02 | 0.00 | 16.64 | 40.99 | -40.93 | 18.38 | -2.34 | 9.49 | 2.39 |
| Sharpe Ratio | NA | -1.30 | -0.35 | -0.17 | -0.06 | NA | NA | … | … | -2.45 | -0.25 | -0.27 | 1.26 | 0.30 | 0.00 | 0.83 | 1.65 | -1.07 | 0.91 | -0.38 | 0.67 | 0.25 |
| Standard Deviation(%) | NA | 24.71 | 23.25 | 23.51 | 24.74 | NA | NA | … | … | 36.03 | 19.85 | 22.36 | 17.10 | 16.88 | 26.13 | 19.97 | 24.76 | 39.03 | 16.92 | 14.83 | 10.96 | 11.72 |
| Draw Down(%) | NA | 35.35 | 39.98 | 39.98 | 52.77 | NA | NA | … | … | 24.83 | 14.00 | 15.96 | 10.47 | 13.73 | 20.58 | 16.62 | 17.49 | 49.38 | 8.05 | 9.95 | 7.41 | 10.57 |
| Yield(%) | 0.00 | 10.64 | 15.18 | 11.14 | 7.64 | 6.09 | 4.56 | … | … | 0.00 | 11.22 | 16.62 | 14.72 | 7.86 | 0.00 | 0.00 | 0.00 | 0.00 | 6.10 | 7.63 | 2.00 | 0.37 |
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 |
|---|---|---|---|---|
| HOTYX (HSBC GROWTH FUND I SHARES) |
-11.58%
Feb 2006 – Feb 2009 |
-0.09%
Jun 2004 – Jun 2009 |
7.23%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOTYX (HSBC GROWTH FUND I SHARES) |
26.36%
Feb 2009 – Feb 2012 |
23.20%
Feb 2009 – Feb 2014 |
10.18%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart