Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOEBX (HSBC Investor Overseas Equity B) | NA | -19.03% | 6.95% | -11.14% | -0.29% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 02/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOEBX (HSBC Investor Overseas Equity B) | 02/02/2001 | 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.03 | 6.95 | -11.14 | -0.29 | NA | NA | … | … | -0.96 | -14.22 | 1.57 | 31.30 | -51.06 | 5.46 | 29.20 | 5.46 | 15.20 | 27.50 | -18.51 | -21.83 |
| Sharpe Ratio | NA | -0.81 | 0.30 | -0.39 | -0.06 | NA | NA | … | … | -2.70 | -0.56 | 0.07 | 0.99 | -1.15 | 0.12 | 1.69 | 0.25 | 0.96 | 1.78 | -0.97 | -1.31 |
| Standard Deviation(%) | NA | 23.55 | 23.22 | 30.50 | 24.62 | NA | NA | … | … | 1.28 | 25.56 | 22.83 | 31.53 | 45.25 | 20.09 | 15.41 | 13.26 | 14.86 | 15.07 | 20.22 | 20.11 |
| Draw Down(%) | NA | 25.74 | 25.74 | 68.16 | 68.16 | NA | NA | … | … | 0.96 | 25.74 | 21.87 | 30.95 | 59.83 | 13.95 | 16.69 | 9.08 | 10.30 | 17.55 | 29.75 | 32.25 |
| Yield(%) | 0.00 | 0.03 | 1.87 | 8.63 | 8.68 | 4.44 | 3.33 | … | … | 0.00 | 0.03 | 2.80 | 1.40 | 29.39 | 19.79 | 15.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/12/2012, Common starting date is 02/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOEBX (HSBC Investor Overseas Equity B) |
-21.35%
Feb 2006 – Feb 2009 |
-10.63%
Mar 2007 – Mar 2012 |
-0.52%
Mar 2002 – Mar 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOEBX (HSBC Investor Overseas Equity B) |
24.76%
Mar 2003 – Mar 2006 |
19.43%
Sep 2002 – Sep 2007 |
0.77%
Jul 2001 – Jul 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart