Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOPBX (HSBC Opportunity Fd Cl B Sh) | NA | 2.99% | 6.53% | 4.11% | 10.02% | 8.99% | 4.02% | … | … |
Data as of 05/14/2020, Common starting date is 12/21/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOPBX (HSBC Opportunity Fd Cl B Sh) | 12/21/1998 | 05/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.99 | 6.53 | 4.11 | 10.02 | 8.99 | 4.02 | … | … | 0.00 | 19.79 | -9.52 | 24.84 | 1.68 | -5.81 | 5.97 | 35.31 | 17.53 | -1.67 | 28.62 | 40.32 | -41.73 | 23.18 | 13.33 | 8.00 | 10.53 | 36.82 | -33.87 | -2.62 | -31.27 | 34.22 | 9.14 |
| Sharpe Ratio | NA | 0.31 | 0.29 | 0.18 | 0.50 | NA | NA | … | … | 0.00 | 1.48 | -0.56 | 0.93 | 0.08 | -0.34 | 0.39 | 2.52 | 1.03 | -0.06 | 1.33 | 1.45 | -1.07 | 1.23 | 0.70 | 0.39 | 0.59 | 1.98 | -1.45 | -0.17 | -0.63 | 1.38 | 137.64 |
| Standard Deviation(%) | NA | 6.42 | 19.66 | 18.89 | 19.38 | NA | NA | … | … | NA | 12.39 | 19.22 | 26.11 | 18.96 | 17.09 | 15.17 | 14.00 | 17.04 | 30.01 | 21.49 | 27.83 | 39.80 | 16.48 | 14.43 | 14.82 | 16.32 | 18.23 | 24.06 | 29.22 | 55.78 | 22.44 | 16.17 |
| Draw Down(%) | NA | 5.22 | 30.46 | 32.21 | 32.29 | NA | NA | … | … | 0.00 | 7.93 | 27.03 | 17.16 | 22.38 | 17.65 | 12.09 | 6.99 | 14.93 | 28.76 | 18.60 | 18.29 | 51.96 | 11.25 | 14.61 | 9.32 | 16.65 | 11.26 | 40.75 | 33.76 | 51.13 | 16.19 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 15.75 | 11.14 | 13.91 | 11.33 | 5.14 | … | … | 0.00 | 0.00 | 28.89 | 21.70 | 19.09 | 0.00 | 25.60 | 16.93 | 8.63 | 17.34 | 2.26 | 0.00 | 4.67 | 43.57 | 14.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 |
Data as of 05/14/2020, Common starting date is 12/21/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOPBX (HSBC Opportunity Fd Cl B Sh) |
-28.51%
Feb 2000 – Feb 2003 |
-10.86%
Feb 2000 – Feb 2005 |
-3.74%
Aug 2000 – Aug 2010 |
2.29%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOPBX (HSBC Opportunity Fd Cl B Sh) |
29.91%
Feb 2009 – Feb 2012 |
26.28%
Feb 2009 – Feb 2014 |
15.10%
Feb 2009 – Feb 2019 |
11.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart