Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTRSX (HSBC Total Return S) | NA | 3.92% | 2.46% | 2.67% | NA | NA | NA | … | … |
Data as of 05/12/2017, Common starting date is 04/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTRSX (HSBC Total Return S) | 04/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.92 | 2.46 | 2.67 | NA | NA | NA | … | … | 2.44 | 4.86 | -1.89 | 6.14 | -1.87 | 4.24 |
| Sharpe Ratio | NA | 0.98 | 0.61 | 0.71 | NA | NA | NA | … | … | 2.05 | 1.04 | -0.46 | 2.68 | -0.48 | 2.95 |
| Standard Deviation(%) | NA | 3.70 | 3.79 | 3.60 | NA | NA | NA | … | … | 3.15 | 4.44 | 4.15 | 2.29 | 3.98 | 1.93 |
| Draw Down(%) | NA | 3.28 | 7.17 | 7.17 | NA | NA | NA | … | … | 1.29 | 3.28 | 5.14 | 1.91 | 5.24 | 1.69 |
| Yield(%) | 0.00 | 0.00 | 2.85 | 2.52 | 1.26 | 0.84 | 0.63 | … | … | 0.00 | 0.06 | 6.61 | 2.18 | 2.41 | 1.13 |
Data as of 05/12/2017, Common starting date is 04/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTRSX (HSBC Total Return S) |
0.65%
Jan 2013 – Jan 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTRSX (HSBC Total Return S) |
4.23%
Aug 2013 – Aug 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart