Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIVCX (HSBC Investor Value C) | NA | -12.53% | 21.10% | -4.18% | 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 |
|---|---|---|
| HIVCX (HSBC Investor Value C) | 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 | -12.53 | 21.10 | -4.18 | NA | NA | NA | … | … | -0.09 | -9.38 | 13.83 | 27.30 | -38.73 | 0.64 | 17.86 | 10.21 | 12.57 |
| Sharpe Ratio | NA | -0.49 | 0.87 | -0.17 | NA | NA | NA | … | … | -2.76 | -0.35 | 0.73 | 0.90 | -0.93 | -0.14 | 1.41 | 0.77 | 2.12 |
| Standard Deviation(%) | NA | 25.83 | 23.53 | 28.63 | NA | NA | NA | … | … | 0.20 | 26.77 | 18.77 | 30.08 | 42.48 | 16.55 | 10.38 | 10.40 | 9.89 |
| Draw Down(%) | NA | 26.10 | 26.10 | 59.06 | NA | NA | NA | … | … | 0.09 | 26.10 | 14.86 | 28.57 | 52.49 | 14.17 | 9.76 | 7.09 | 6.54 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.78 | 3.51 | 2.34 | 1.76 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 8.73 | 10.98 | 9.71 | 1.35 |
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 |
|---|---|---|---|---|
| HIVCX (HSBC Investor Value C) |
-16.91%
Feb 2006 – Feb 2009 |
-4.73%
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 |
|---|---|---|---|---|
| HIVCX (HSBC Investor Value C) |
17.51%
Feb 2009 – Feb 2012 |
2.36%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart