Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSBC 401k Plan Tactical Asset Allocation Moderate | NA | 15.07% | -0.86% | 5.78% | 5.80% | 7.27% | 7.84% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSBC 401k Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 15.07 | -0.86 | 5.78 | 5.80 | 7.27 | 7.84 | … | … | 0.53 | 3.47 | 5.13 | -12.61 | 17.41 | 12.13 | 19.68 | -4.52 | 11.34 | 10.92 | -3.78 | 9.69 | 15.58 | 9.97 | 1.69 | 13.18 | 12.50 | 3.08 | 11.26 | 12.16 | 5.98 | 12.91 | 14.37 | -0.57 | 7.48 |
| Sharpe Ratio | NA | -0.13 | -0.48 | 0.16 | 0.35 | NA | NA | … | … | 0.08 | -0.31 | 0.10 | -0.99 | 1.52 | 0.62 | 2.65 | -0.57 | 1.97 | 1.22 | -0.41 | 1.33 | 2.15 | 1.19 | 0.12 | 1.26 | 1.23 | 0.30 | 0.83 | 0.96 | 0.57 | 1.43 | 1.68 | -0.26 | 1.04 |
| Standard Deviation(%) | NA | 10.04 | 11.22 | 13.23 | 11.04 | NA | NA | … | … | 6.21 | 10.18 | 8.65 | 14.15 | 11.47 | 19.09 | 6.90 | 10.27 | 5.45 | 8.79 | 9.24 | 7.28 | 7.24 | 8.30 | 14.09 | 10.40 | 10.11 | 7.20 | 10.01 | 9.25 | 6.71 | 8.39 | 8.15 | 6.57 | 4.97 |
| Draw Down(%) | NA | 6.43 | 18.99 | 21.10 | 21.10 | NA | NA | … | … | 0.42 | 6.43 | 9.66 | 19.29 | 5.21 | 21.10 | 3.27 | 13.19 | 2.77 | 6.27 | 11.63 | 4.92 | 4.37 | 5.81 | 11.90 | 8.53 | 5.87 | 5.45 | 6.44 | 11.03 | 4.23 | 7.93 | 7.77 | 6.74 | 3.44 |
| Yield(%) | NA | 4.55 | 5.29 | 5.57 | 5.67 | NA | NA | … | … | NA | 1.13 | 4.40 | 3.92 | 9.17 | 3.24 | 7.54 | 5.18 | 5.75 | 8.23 | 5.84 | 3.59 | 2.64 | 2.25 | 2.66 | 2.07 | 4.14 | 5.28 | 7.44 | 6.26 | 5.08 | 3.73 | 4.36 | 1.39 | 6.50 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSBC 401k Plan Tactical Asset Allocation Moderate |
-1.72%
Apr 2021 – Apr 2024 |
3.37%
Mar 2015 – Mar 2020 |
5.44%
Dec 2014 – Dec 2024 |
6.83%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSBC 401k Plan Tactical Asset Allocation Moderate |
16.36%
Dec 2018 – Dec 2021 |
13.28%
Mar 2003 – Mar 2008 |
10.81%
Apr 2003 – Apr 2013 |
9.58%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart