Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLMYX (HSBC Investor Int Duration Fixed Inc I) | NA | 6.54% | 2.23% | 2.93% | NA | NA | NA | … | … |
Data as of 12/04/2009, Common starting date is 04/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMYX (HSBC Investor Int Duration Fixed Inc I) | 04/16/2001 | 12/04/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.54 | 2.23 | 2.93 | NA | NA | NA | … | … | 4.88 | -5.61 | 4.80 | 9.43 | 1.50 | 2.78 | -2.55 | 2.92 | 2.09 |
| Sharpe Ratio | NA | 1.56 | 0.16 | 0.25 | NA | NA | NA | … | … | 1.29 | -1.11 | 0.51 | 1.39 | -0.28 | 0.53 | -0.51 | 0.47 | 0.24 |
| Standard Deviation(%) | NA | 4.14 | 4.90 | 4.16 | NA | NA | NA | … | … | 4.02 | 5.87 | 3.50 | 4.41 | 2.44 | 3.42 | 6.31 | 3.85 | 4.31 |
| Draw Down(%) | NA | 1.97 | 9.20 | 9.20 | NA | NA | NA | … | … | 1.97 | 9.20 | 2.13 | 1.15 | 1.90 | 3.83 | 5.68 | 2.89 | 4.51 |
| Yield(%) | 0.00 | 0.00 | 3.44 | 3.95 | 2.49 | 1.66 | 1.25 | … | … | 0.00 | 4.02 | 5.64 | 5.22 | 4.17 | 3.73 | 2.29 | 0.00 | 0.00 |
Data as of 12/04/2009, Common starting date is 04/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMYX (HSBC Investor Int Duration Fixed Inc I) |
-0.03%
Oct 2001 – Oct 2004 |
1.25%
Oct 2001 – Oct 2006 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMYX (HSBC Investor Int Duration Fixed Inc I) |
5.44%
Nov 2004 – Nov 2007 |
3.50%
Nov 2002 – Nov 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart