Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBIXX (HSBC Funds - HSBC U.S. Treasury Money Market Fund) | 1.39% | 3.47% | -17.95% | 77.26% | 100.65% | 37.32% | -4.28% | 8.44% |
Data as of 08/04/2025, AR inception 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 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.47 | -17.95 | 77.26 | 100.65 | 37.32 | -4.28 | 8.44 | 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 | 0.27 | -0.08 | 0.32 | 0.31 | NA | NA | 0.04 | -0.71 | -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 | 1.13 | 259.13 | 224.46 | 191.41 | NA | NA | 171.94 | 0.90 | 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 | 91.59 | 99.73 | NA | NA | 99.98 | 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 | 3.39 | 2.09 | 39.72 | 1,426.36 | 104.60 | 0.28 | 3.41 | 1.38 | 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 08/04/2025, AR inception 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 |
-9.16%
Apr 2010 - Apr 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