Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNYYX (HSBC Investor NY Tax-Free Bond I) | NA | 10.16% | 2.59% | 2.63% | NA | NA | NA | … | … |
Data as of 10/14/2009, Common starting date is 02/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNYYX (HSBC Investor NY Tax-Free Bond I) | 02/01/2001 | 10/14/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.16 | 2.59 | 2.63 | NA | NA | NA | … | … | 4.69 | -1.47 | 3.33 | 3.80 | 2.46 | 3.03 | 4.76 | 9.26 | 2.57 |
| Sharpe Ratio | NA | 2.23 | 0.26 | 0.20 | NA | NA | NA | … | … | 1.81 | -0.43 | 0.13 | 0.23 | 0.13 | 0.63 | 1.08 | 2.56 | 0.26 |
| Standard Deviation(%) | NA | 4.50 | 3.91 | 3.35 | NA | NA | NA | … | … | 3.25 | 5.54 | 2.39 | 2.19 | 2.20 | 3.29 | 3.75 | 3.18 | 2.41 |
| Draw Down(%) | NA | 4.51 | 8.98 | 8.98 | NA | NA | NA | … | … | 3.20 | 8.98 | 1.94 | 1.44 | 2.05 | 5.14 | 6.06 | 3.76 | 3.36 |
| Yield(%) | 0.00 | 1.43 | 2.98 | 3.19 | 3.06 | 2.04 | 1.53 | … | … | 0.00 | 4.13 | 3.87 | 3.62 | 3.57 | 3.15 | 4.14 | 3.84 | 3.39 |
Data as of 10/14/2009, 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 |
|---|---|---|---|---|
| HNYYX (HSBC Investor NY Tax-Free Bond I) |
1.70%
Nov 2005 – Nov 2008 |
2.09%
Nov 2003 – Nov 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNYYX (HSBC Investor NY Tax-Free Bond I) |
5.72%
Mar 2001 – Mar 2004 |
4.64%
Dec 2001 – Dec 2006 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart