Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HTGXX (HSBC Funds – HSBC U.S. Treasury Money Market Fund) 0.00% 0.00% 2.93% 2.44% NA NA NA
Data as of 06/09/2026, Common starting date is 11/16/2016
More Performance Analytics Comparison
Name Start Date End Date
HTGXX (HSBC Funds – HSBC U.S. Treasury Money Market Fund) 11/16/2016 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.00 0.00 2.93 2.44 NA NA NA 0.00 1.37 3.95 5.02 1.52 0.01 0.47 2.14 0.00 0.16 0.00
Sharpe Ratio NA 0.00 -0.30 -0.10 NA NA NA 0.00 -2.20 -2.07 0.56 0.24 -2.67 1.10 1.20 0.00 -4.88 0.00
Standard Deviation(%) NA 0.34 1.08 0.96 NA NA NA 0.00 0.68 1.27 1.39 0.60 0.00 0.21 0.61 NA 0.10 NA
Draw Down(%) NA 0.00 0.00 0.00 NA NA NA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.00 0.00 3.27 2.64 1.60 1.06 0.80 0.00 1.73 5.04 4.90 1.55 0.00 0.47 2.11 0.00 0.16 0.00
Data as of 06/09/2026, Common starting date is 11/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTGXX (HSBC Funds – HSBC U.S. Treasury Money Market Fund) 0.50%
Aug 2019 – Aug 2022
0.55%
Dec 2016 – Dec 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTGXX (HSBC Funds – HSBC U.S. Treasury Money Market Fund) 4.08%
Apr 2022 – Apr 2025
2.45%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return