Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIVAX (HSBC Investor Value A) | NA | -12.00% | 21.82% | -3.54% | NA | NA | NA | … | … |
Data as of 03/07/2012, Common starting date is 05/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIVAX (HSBC Investor Value A) | 05/28/2004 | 03/07/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.00 | 21.82 | -3.54 | NA | NA | NA | … | … | -0.09 | -8.69 | 14.64 | 27.77 | -38.24 | 1.44 | 18.67 | 11.13 | 12.93 |
| Sharpe Ratio | NA | -0.47 | 0.91 | -0.15 | NA | NA | NA | … | … | -2.77 | -0.33 | 0.78 | 0.92 | -0.92 | -0.10 | 1.50 | 0.87 | 2.18 |
| Standard Deviation(%) | NA | 25.71 | 23.45 | 28.58 | NA | NA | NA | … | … | 0.19 | 26.65 | 18.69 | 30.02 | 42.50 | 16.53 | 10.30 | 10.32 | 9.94 |
| Draw Down(%) | NA | 25.90 | 25.90 | 58.50 | NA | NA | NA | … | … | 0.09 | 25.90 | 14.72 | 28.52 | 52.14 | 13.83 | 9.69 | 7.00 | 6.52 |
| Yield(%) | 0.00 | 0.15 | 0.37 | 2.08 | 3.85 | 2.57 | 1.93 | … | … | 0.00 | 0.15 | 0.31 | 0.20 | 0.83 | 9.22 | 11.47 | 10.34 | 1.62 |
Data as of 03/07/2012, Common starting date is 05/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIVAX (HSBC Investor Value A) |
-16.30%
Feb 2006 – Feb 2009 |
-4.07%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIVAX (HSBC Investor Value A) |
18.23%
Feb 2009 – Feb 2012 |
3.08%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart