Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOECX (HSBC Investor Overseas Equity C) | NA | -18.27% | 7.24% | -10.89% | 0.76% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 02/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOECX (HSBC Investor Overseas Equity C) | 02/01/2001 | 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 | -18.27 | 7.24 | -10.89 | 0.76 | NA | NA | … | … | -0.29 | -14.11 | 1.65 | 31.13 | -50.81 | 5.57 | 29.22 | 14.72 | 15.34 | 27.43 | -18.11 | -22.48 |
| Sharpe Ratio | NA | -0.78 | 0.31 | -0.38 | -0.02 | NA | NA | … | … | -2.07 | -0.56 | 0.07 | 0.98 | -1.14 | 0.13 | 1.70 | 1.13 | 0.97 | 1.77 | -0.95 | -1.34 |
| Standard Deviation(%) | NA | 23.55 | 23.24 | 30.52 | 24.50 | NA | NA | … | … | 0.53 | 25.47 | 22.88 | 31.53 | 45.35 | 20.12 | 15.31 | 11.13 | 14.81 | 15.08 | 20.20 | 20.09 |
| Draw Down(%) | NA | 25.74 | 25.74 | 68.02 | 68.02 | NA | NA | … | … | 0.29 | 25.74 | 21.87 | 30.82 | 59.85 | 14.01 | 16.64 | 9.11 | 10.27 | 17.64 | 29.85 | 33.01 |
| Yield(%) | 0.00 | 0.24 | 1.81 | 8.42 | 9.66 | 4.90 | 3.67 | … | … | 0.00 | 0.25 | 2.53 | 1.29 | 28.50 | 19.23 | 14.98 | 9.12 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/12/2012, 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 |
|---|---|---|---|---|
| HOECX (HSBC Investor Overseas Equity C) |
-21.27%
Feb 2006 – Feb 2009 |
-10.37%
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 |
|---|---|---|---|---|
| HOECX (HSBC Investor Overseas Equity C) |
28.33%
Mar 2003 – Mar 2006 |
21.60%
Sep 2002 – Sep 2007 |
1.76%
Jul 2001 – Jul 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart