Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTRAX (HSBC Total Return Fd Cl A) | NA | -0.71% | 0.77% | 1.26% | NA | NA | NA | … | … |
Data as of 03/06/2018, Common starting date is 04/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTRAX (HSBC Total Return Fd Cl A) | 04/02/2012 | 03/06/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.71 | 0.77 | 1.26 | NA | NA | NA | … | … | -1.03 | 1.76 | 4.52 | -2.35 | 5.67 | -2.39 | 3.95 |
| Sharpe Ratio | NA | -0.75 | 0.11 | 0.29 | NA | NA | NA | … | … | -4.97 | 0.47 | 0.97 | -0.58 | 2.52 | -0.61 | 2.65 |
| Standard Deviation(%) | NA | 1.94 | 3.72 | 3.56 | NA | NA | NA | … | … | 1.36 | 2.43 | 4.41 | 4.13 | 2.24 | 3.99 | 2.00 |
| Draw Down(%) | NA | 2.84 | 7.43 | 7.43 | NA | NA | NA | … | … | 1.23 | 2.11 | 3.29 | 5.38 | 1.92 | 5.57 | 1.69 |
| Yield(%) | 0.00 | 2.35 | 2.77 | 2.39 | 1.33 | 0.88 | 0.66 | … | … | 0.00 | 2.38 | 0.03 | 6.07 | 1.71 | 1.99 | 0.94 |
Data as of 03/06/2018, Common starting date is 04/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTRAX (HSBC Total Return Fd Cl A) |
0.19%
Jan 2013 – Jan 2016 |
1.27%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTRAX (HSBC Total Return Fd Cl A) |
3.79%
Aug 2013 – Aug 2016 |
2.59%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart