Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSBC (HSBC Holdings plc) | 21.71% | 63.81% | 43.57% | 31.36% | 16.87% | 9.58% | 5.48% | … | … |
Data as of 06/04/2026, Common starting date is 07/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSBC (HSBC Holdings plc) | 07/16/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 63.81 | 43.57 | 31.36 | 16.87 | 9.58 | 5.48 | … | … | 21.71 | 67.91 | 31.34 | 39.45 | 7.79 | 20.76 | -33.72 | 1.45 | -16.05 | 36.02 | 9.69 | -11.54 | -10.17 | 8.48 | 45.75 | -22.09 | -7.56 | 22.18 | -38.00 | -4.04 | 18.86 | -1.39 | 12.53 | 52.27 | -5.21 | -15.34 | 6.48 | 16.42 |
| Sharpe Ratio | NA | 2.44 | 1.70 | 1.10 | 0.60 | NA | NA | … | … | 1.99 | 2.59 | 1.27 | 1.77 | 0.19 | 0.83 | -0.81 | 0.00 | -0.95 | 2.46 | 0.36 | -0.56 | -0.69 | 0.48 | 2.16 | -0.69 | -0.30 | 0.38 | -0.85 | -0.37 | 1.26 | -0.40 | 0.76 | 2.96 | -0.25 | -0.54 | 0.07 | 1.05 |
| Standard Deviation(%) | NA | 25.96 | 23.91 | 25.86 | 25.62 | NA | NA | … | … | 32.12 | 25.21 | 21.88 | 20.46 | 33.12 | 25.04 | 41.55 | 15.19 | 18.37 | 14.43 | 26.55 | 20.72 | 14.74 | 17.46 | 21.35 | 31.91 | 25.34 | 57.52 | 45.59 | 19.25 | 12.26 | 9.03 | 15.15 | 17.43 | 25.23 | 33.62 | 32.22 | 33.57 |
| Draw Down(%) | NA | 16.28 | 21.83 | 31.80 | 63.37 | NA | NA | … | … | 16.28 | 21.83 | 10.48 | 13.61 | 31.80 | 23.28 | 54.00 | 18.51 | 26.88 | 7.60 | 23.50 | 24.56 | 13.33 | 12.78 | 14.92 | 36.61 | 23.85 | 52.40 | 45.95 | 16.22 | 7.63 | 7.13 | 13.81 | 9.37 | 21.67 | 41.41 | 22.42 | 15.75 |
| Yield(%) | 0.00 | 6.31 | 8.92 | 8.54 | 7.03 | 4.53 | 2.87 | … | … | 3.41 | 6.78 | 7.60 | 8.38 | 4.43 | 4.27 | 0.00 | 6.24 | 4.87 | 6.24 | 6.48 | 5.31 | 4.49 | 4.42 | 5.23 | 3.78 | 2.91 | 3.43 | 5.64 | 4.68 | 4.65 | 4.07 | 3.97 | 6.43 | 2.93 | 3.71 | 2.80 | 1.19 |
Data as of 06/04/2026, Common starting date is 07/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSBC (HSBC Holdings plc) |
-26.71%
Mar 2006 – Mar 2009 |
-13.63%
Mar 2004 – Mar 2009 |
-5.36%
Jun 2006 – Jun 2016 |
-4.55%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSBC (HSBC Holdings plc) |
48.78%
Sep 2022 – Sep 2025 |
36.54%
Sep 2020 – Sep 2025 |
17.37%
Feb 2016 – Feb 2026 |
9.47%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart