Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSOAX (HSBC OPPORTUNITY FUND A SHARES) | NA | 283,758.20% | 1,520.53% | 430.81% | 142.58% | 89.13% | 63.33% | … | … |
Data as of 09/23/2025, Common starting date is 12/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSOAX (HSBC OPPORTUNITY FUND A SHARES) | 12/12/1997 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 283,758.20 | 1,520.53 | 430.81 | 142.58 | 89.13 | 63.33 | … | … | 282,610.13 | 12.39 | 24.12 | -26.15 | -22.20 | 25.92 | 33.91 | -9.31 | 29.59 | 2.31 | -5.09 | 6.84 | 36.38 | 18.35 | -0.92 | 29.62 | 41.29 | -41.39 | 24.58 | 14.09 | 12.37 | 11.42 | 37.84 | -33.36 | -1.95 | 2.81 | 35.29 | 6.49 | 2.49 |
| Sharpe Ratio | NA | 352.90 | 3.27 | 1.19 | 0.55 | NA | NA | … | … | 6,358.75 | 0.33 | 1.09 | -0.89 | -0.49 | 0.65 | 2.04 | -0.55 | 1.57 | 0.11 | -0.30 | 0.45 | 2.60 | 1.09 | -0.03 | 1.37 | 1.48 | -1.06 | 1.32 | 0.75 | 0.69 | 0.64 | 2.03 | -1.43 | -0.15 | -0.04 | 1.51 | 0.09 | 3.66 |
| Standard Deviation(%) | NA | 804.06 | 464.15 | 359.40 | 254.49 | NA | NA | … | … | 944.93 | 17.52 | 18.41 | 30.92 | 45.63 | 39.08 | 15.93 | 19.21 | 18.48 | 18.89 | 17.02 | 15.04 | 13.99 | 16.99 | 30.05 | 21.50 | 27.82 | 39.90 | 16.47 | 14.43 | 14.69 | 16.37 | 18.34 | 24.05 | 29.18 | 34.65 | 21.20 | 36.37 | 17.49 |
| Draw Down(%) | NA | 16.23 | 16.32 | 35.84 | 40.92 | NA | NA | … | … | 14.72 | 8.74 | 16.32 | 32.40 | 39.34 | 40.92 | 8.38 | 27.22 | 10.79 | 22.34 | 17.37 | 12.02 | 6.86 | 14.91 | 28.74 | 18.41 | 18.09 | 51.78 | 11.22 | 14.47 | 9.19 | 16.40 | 11.15 | 40.41 | 33.44 | 27.61 | 16.05 | 37.37 | 2.27 |
| Yield(%) | 0.00 | 94.49 | 47.22 | 27.88 | 18.75 | 19.19 | 12.91 | … | … | 94.01 | 0.00 | 0.00 | 0.00 | 36.37 | 6.91 | 9.17 | 16.75 | 13.65 | 12.99 | 0.00 | 19.10 | 13.17 | 6.87 | 14.44 | 1.90 | 0.00 | 4.04 | 39.93 | 13.28 | 3.35 | 0.00 | 0.00 | 0.00 | 0.00 | 33.01 | 0.00 | 0.33 | 3.78 |
Data as of 09/23/2025, Common starting date is 12/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSOAX (HSBC OPPORTUNITY FUND A SHARES) |
-17.83%
Feb 2000 – Feb 2003 |
-3.95%
Mar 1998 – Mar 2003 |
1.22%
Aug 2000 – Aug 2010 |
5.61%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSOAX (HSBC OPPORTUNITY FUND A SHARES) |
1,516.44%
Jun 2022 – Jun 2025 |
469.61%
Mar 2020 – Mar 2025 |
142.19%
Aug 2015 – Aug 2025 |
90.40%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart