Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMIBX (HSBC Investor Mid Cap B) | NA | 4.54% | -11.27% | -1.37% | NA | NA | NA | … | … |
Data as of 12/30/2010, Common starting date is 02/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMIBX (HSBC Investor Mid Cap B) | 02/01/2001 | 12/30/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.54 | -11.27 | -1.37 | NA | NA | NA | … | … | 5.48 | 31.83 | -49.76 | 20.22 | 11.15 | 9.57 | 12.98 | 30.88 | -27.74 | -11.22 |
| Sharpe Ratio | NA | 0.19 | -0.35 | -0.10 | NA | NA | NA | … | … | 0.24 | 1.16 | -1.15 | 0.97 | 0.51 | 0.12 | 0.82 | 1.67 | -1.07 | -0.69 |
| Standard Deviation(%) | NA | 23.58 | 33.68 | 28.66 | NA | NA | NA | … | … | 22.60 | 27.39 | 43.94 | 17.77 | 15.62 | 60.13 | 14.71 | 18.05 | 27.04 | 21.29 |
| Draw Down(%) | NA | 13.39 | 60.64 | 62.00 | NA | NA | NA | … | … | 13.39 | 23.62 | 55.73 | 12.55 | 14.42 | 34.78 | 14.10 | 12.52 | 37.46 | 26.73 |
| Yield(%) | 0.00 | 0.46 | 0.10 | 4.82 | 4.25 | 2.83 | 2.12 | … | … | 0.46 | 0.00 | 0.00 | 15.36 | 7.80 | 24.47 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/30/2010, Common starting date is 02/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMIBX (HSBC Investor Mid Cap B) |
-18.38%
Feb 2006 – Feb 2009 |
-6.86%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMIBX (HSBC Investor Mid Cap B) |
22.53%
Mar 2003 – Mar 2006 |
17.64%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart