Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HBIXX (HSBC Funds – HSBC U.S. Treasury Money Market Fund) 0.00% 0.00% 3.22% 185.06% 23.37% 37.32% -6.73%
Data as of 06/10/2026, Common starting date is 12/30/2004
More Performance Analytics Comparison
Name Start Date End Date
HBIXX (HSBC Funds – HSBC U.S. Treasury Money Market Fund) 12/30/2004 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 0.00 3.22 185.06 23.37 37.32 -6.73 0.00 1.39 3.98 -73.43 65,995.63 -76.77 -98.25 -31.16 86.73 202.13 403.33 681.00 0.00 300.00 -94.74 -93.43 -40.04 32.05 711.11 95.65
Sharpe Ratio NA 0.00 0.00 0.84 0.13 NA NA 0.00 -2.14 -2.04 -0.28 169.73 -1.03 -0.73 -5.46 12.56 10.29 6.23 0.32 0.00 1.47 -0.84 -1.85 -4.68 2.31 2.84 NA
Standard Deviation(%) NA 0.34 136.06 214.82 160.54 NA NA 0.00 0.70 1.28 281.07 388.83 74.70 134.28 5.96 6.84 19.72 64.66 1,152.88 165.88 204.48 112.55 50.98 9.22 12.50 249.74 0.00
Draw Down(%) NA 0.00 81.02 81.02 99.73 NA NA 0.00 0.00 0.00 81.02 73.18 78.34 99.58 34.28 2.40 8.82 58.49 89.00 50.00 50.00 94.74 93.56 41.62 14.44 84.85 0.00
Yield(%) 0.00 0.00 3.29 444.00 11.27 107.07 0.17 0.00 1.75 5.06 1.24 266.67 0.00 0.31 0.96 0.00 0.35 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 12/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBIXX (HSBC Funds – HSBC U.S. Treasury Money Market Fund) -87.35%
Mar 2007 – Mar 2010
-71.08%
Sep 2009 – Sep 2014
-48.20%
Sep 2010 – Sep 2020
-9.19%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBIXX (HSBC Funds – HSBC U.S. Treasury Money Market Fund) 498.45%
Nov 2015 – Nov 2018
197.07%
Apr 2014 – Apr 2019
60.91%
Apr 2015 – Apr 2025
10.22%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return