Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HSBGX (BALANCED STRATEGY FUND B SHARES) | NA | 12.40% | 2.59% | 6.46% | 2.80% | NA | NA | 5.08% |
Data as of 05/12/2017, AR inception is 02/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSBGX (BALANCED STRATEGY FUND B SHARES) | 02/03/2005 | 05/12/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.40 | 2.59 | 6.46 | 2.80 | NA | NA | 5.08 | 5.43 | 6.02 | -4.03 | 2.34 | 14.59 | 11.12 | -4.01 | 15.16 | 31.45 | -37.31 | 10.97 | 13.65 | 12.91 |
| Sharpe Ratio | NA | 1.32 | 0.22 | 0.58 | 0.14 | NA | NA | 0.27 | 2.67 | 0.46 | -0.32 | 0.28 | 1.71 | 1.17 | -0.22 | 1.15 | 1.41 | -1.19 | 0.60 | 1.07 | 1.48 |
| Standard Deviation(%) | NA | 9.18 | 11.19 | 10.39 | 16.71 | NA | NA | 15.52 | 5.74 | 12.58 | 12.62 | 8.25 | 8.51 | 9.51 | 18.44 | 13.11 | 22.31 | 32.07 | 13.31 | 9.73 | 8.13 |
| Draw Down(%) | NA | 5.76 | 18.16 | 18.16 | 50.05 | NA | NA | 50.05 | 1.42 | 11.31 | 13.60 | 7.78 | 7.51 | 8.91 | 19.53 | 10.03 | 20.05 | 46.87 | 9.13 | 9.65 | 5.00 |
| Yield(%) | 0.00 | 4.97 | 7.66 | 7.30 | 4.11 | 3.81 | 2.86 | 4.77 | 4.13 | 0.62 | 0.97 | 18.83 | 7.94 | 1.13 | 2.41 | 1.81 | 0.14 | 0.00 | 5.78 | 0.90 | 0.26 |
Data as of 05/12/2017, AR inception is 02/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSBGX (BALANCED STRATEGY FUND B SHARES) |
-12.49%
Feb 2006 - Feb 2009 |
-1.61%
May 2007 - May 2012 |
2.55%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSBGX (BALANCED STRATEGY FUND B SHARES) |
20.67%
Feb 2009 - Feb 2012 |
15.98%
Feb 2009 - Feb 2014 |
5.75%
Apr 2005 - Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart