Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBMIX (HSBC EMERGING MARKETS LOCAL DEBT FUND I SHARES) | NA | 1.33% | -3.44% | -2.76% | NA | NA | NA | … | … |
Data as of 04/20/2017, Common starting date is 04/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBMIX (HSBC EMERGING MARKETS LOCAL DEBT FUND I SHARES) | 04/12/2011 | 04/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.33 | -3.44 | -2.76 | NA | NA | NA | … | … | 5.87 | 8.08 | -15.07 | -5.02 | -10.15 | 12.20 | -8.53 |
| Sharpe Ratio | NA | 0.10 | -0.37 | -0.31 | NA | NA | NA | … | … | 2.65 | 0.68 | -1.47 | -0.63 | -1.16 | 1.71 | -1.13 |
| Standard Deviation(%) | NA | 10.30 | 9.95 | 9.30 | NA | NA | NA | … | … | 7.81 | 11.45 | 10.26 | 7.98 | 8.76 | 7.15 | 10.29 |
| Draw Down(%) | NA | 10.12 | 27.95 | 32.69 | NA | NA | NA | … | … | 2.50 | 10.12 | 17.57 | 13.30 | 15.91 | 7.30 | 11.51 |
| Yield(%) | 0.00 | 1.87 | 3.13 | 2.81 | 1.47 | 0.98 | 0.73 | … | … | 1.78 | 0.37 | 4.98 | 4.47 | 2.62 | 2.22 | 0.78 |
Data as of 04/20/2017, Common starting date is 04/12/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBMIX (HSBC EMERGING MARKETS LOCAL DEBT FUND I SHARES) |
-10.20%
Jan 2013 – Jan 2016 |
-4.60%
May 2011 – May 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBMIX (HSBC EMERGING MARKETS LOCAL DEBT FUND I SHARES) |
0.63%
Nov 2011 – Nov 2014 |
-1.55%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart