Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOTCX (HSBC GROWTH FUND C SHARES) | NA | -27.03% | 2.58% | 3.74% | 3.95% | NA | NA | … | … |
Data as of 02/22/2016, Common starting date is 05/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOTCX (HSBC GROWTH FUND C SHARES) | 05/28/2004 | 02/22/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.03 | 2.58 | 3.74 | 3.95 | NA | NA | … | … | -26.98 | -8.36 | -9.77 | 18.47 | 3.12 | -1.01 | 15.50 | 39.46 | -41.42 | 16.88 | -3.64 | 8.60 | 2.14 |
| Sharpe Ratio | NA | -1.29 | -0.46 | -0.27 | -0.13 | NA | NA | … | … | -2.16 | -0.39 | -0.40 | 1.01 | 0.18 | -0.04 | 0.77 | 1.58 | -1.08 | 0.82 | -0.46 | 0.59 | 0.21 |
| Standard Deviation(%) | NA | 28.18 | 26.57 | 26.27 | 26.64 | NA | NA | … | … | 41.93 | 21.35 | 24.67 | 18.31 | 17.27 | 26.19 | 20.03 | 24.87 | 39.01 | 16.97 | 15.04 | 10.95 | 11.79 |
| Draw Down(%) | NA | 39.05 | 46.46 | 46.46 | 53.41 | NA | NA | … | … | 26.98 | 16.53 | 18.50 | 12.01 | 14.55 | 20.80 | 16.79 | 17.74 | 49.78 | 8.23 | 10.08 | 7.48 | 10.62 |
| Yield(%) | 0.00 | 12.84 | 17.11 | 12.19 | 7.91 | 6.18 | 4.63 | … | … | 0.00 | 13.52 | 19.25 | 16.53 | 8.60 | 0.00 | 0.00 | 0.00 | 0.00 | 6.25 | 7.92 | 1.82 | 0.00 |
Data as of 02/22/2016, Common starting date is 05/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOTCX (HSBC GROWTH FUND C SHARES) |
-12.42%
Feb 2006 – Feb 2009 |
-1.07%
Jun 2004 – Jun 2009 |
6.17%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOTCX (HSBC GROWTH FUND C SHARES) |
25.07%
Feb 2009 – Feb 2012 |
21.96%
Feb 2009 – Feb 2014 |
9.08%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart