Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIVYX (HSBC Investor Value I ) | NA | -12.50% | 12.38% | -3.97% | NA | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 05/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIVYX (HSBC Investor Value I ) | 05/28/2004 | 04/12/2012 |
| 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 | -12.50 | 12.38 | -3.97 | NA | NA | NA | … | … | -0.17 | -8.37 | 14.87 | 28.13 | -38.14 | 1.70 | 18.99 | 11.35 | 12.76 |
| Sharpe Ratio | NA | -0.49 | 0.56 | -0.16 | NA | NA | NA | … | … | -3.02 | -0.31 | 0.79 | 0.93 | -0.92 | -0.08 | 1.53 | 0.89 | 2.15 |
| Standard Deviation(%) | NA | 25.55 | 22.23 | 28.59 | NA | NA | NA | … | … | 0.22 | 26.73 | 18.74 | 30.01 | 42.51 | 16.61 | 10.32 | 10.35 | 9.94 |
| Draw Down(%) | NA | 25.84 | 25.84 | 58.31 | NA | NA | NA | … | … | 0.17 | 25.84 | 14.71 | 28.40 | 52.05 | 13.74 | 9.63 | 7.01 | 6.45 |
| Yield(%) | 0.00 | 0.34 | 0.57 | 2.18 | 4.02 | 2.68 | 2.01 | … | … | 0.00 | 0.36 | 0.56 | 0.34 | 1.04 | 9.50 | 11.75 | 10.62 | 1.56 |
Data as of 04/12/2012, 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 |
|---|---|---|---|---|
| HIVYX (HSBC Investor Value I ) |
-16.11%
Feb 2006 – Feb 2009 |
-3.86%
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 |
|---|---|---|---|---|
| HIVYX (HSBC Investor Value I ) |
18.50%
Feb 2009 – Feb 2012 |
3.29%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart