Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSEB (HSBC Holdings plc) | NA | 0.00% | 0.00% | 0.00% | 2.48% | NA | NA | … | … |
Data as of 09/18/2024, Common starting date is 06/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSEB (HSBC Holdings plc) | 06/21/2010 | 09/18/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.00 | 2.48 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.62 | 5.15 | 3.86 | … | … |
Data as of 09/18/2024, Common starting date is 06/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSEB (HSBC Holdings plc) |
-0.27%
Feb 2018 – Feb 2021 |
-0.16%
Feb 2018 – Feb 2023 |
2.43%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSEB (HSBC Holdings plc) |
13.90%
Jul 2010 – Jul 2013 |
10.66%
Jul 2010 – Jul 2015 |
7.47%
Jul 2010 – Jul 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart