Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSBMX (MODERATE STRATEGY FUND B SHARES) | NA | 8.45% | 1.98% | 4.94% | 2.57% | NA | NA | … | … |
Data as of 05/12/2017, Common starting date is 03/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSBMX (MODERATE STRATEGY FUND B SHARES) | 03/14/2005 | 05/12/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 8.45 | 1.98 | 4.94 | 2.57 | NA | NA | … | … | 4.27 | 5.31 | -2.92 | 1.66 | 8.69 | 11.01 | -2.48 | 13.38 | 26.11 | -31.21 | 8.72 | 11.30 | 7.43 |
| Sharpe Ratio | NA | 1.21 | 0.23 | 0.61 | 0.17 | NA | NA | … | … | 2.97 | 0.56 | -0.33 | 0.27 | 1.30 | 1.57 | -0.18 | 1.31 | 1.35 | -1.33 | 0.56 | 1.07 | 1.12 |
| Standard Deviation(%) | NA | 6.75 | 7.95 | 7.54 | 12.86 | NA | NA | … | … | 3.98 | 9.04 | 8.87 | 6.09 | 6.65 | 7.04 | 14.00 | 10.14 | 19.23 | 24.08 | 10.23 | 7.48 | 6.28 |
| Draw Down(%) | NA | 3.91 | 14.12 | 14.12 | 42.32 | NA | NA | … | … | 1.39 | 7.79 | 10.60 | 5.37 | 7.10 | 6.64 | 15.16 | 7.75 | 16.03 | 39.69 | 6.97 | 7.20 | 3.64 |
| Yield(%) | 0.00 | 3.96 | 5.56 | 5.21 | 3.45 | 3.00 | 2.25 | … | … | 3.01 | 0.91 | 0.88 | 12.90 | 5.52 | 1.56 | 3.25 | 2.81 | 0.27 | 0.73 | 5.12 | 1.80 | 0.16 |
Data as of 05/12/2017, Common starting date is 03/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSBMX (MODERATE STRATEGY FUND B SHARES) |
-9.82%
Feb 2006 – Feb 2009 |
-0.40%
May 2007 – May 2012 |
2.53%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSBMX (MODERATE STRATEGY FUND B SHARES) |
17.67%
Feb 2009 – Feb 2012 |
13.28%
Feb 2009 – Feb 2014 |
4.94%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart