Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBCYF (HSBC Holdings PLC) | 18.36% | 58.92% | 41.52% | 33.24% | 17.66% | 10.20% | NA | … | … |
Data as of 06/18/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBCYF (HSBC Holdings PLC) | 02/17/2009 | 06/18/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.48 | 58.92 | 41.52 | 33.24 | 17.66 | 10.20 | NA | … | … | 18.36 | 75.19 | 30.66 | 40.68 | 6.76 | 21.33 | -30.99 | 1.67 | -16.77 | 35.09 | 9.27 | -10.69 | -8.73 | 7.87 | 46.70 | -25.16 | -10.84 | 64.49 |
| Sharpe Ratio | NA | 1.29 | 0.99 | 0.75 | 0.45 | NA | NA | … | … | 0.86 | 1.77 | 0.71 | 1.30 | 0.14 | 0.54 | -0.60 | 0.01 | -0.65 | 1.68 | 0.28 | -0.49 | -0.51 | 0.42 | 1.98 | -0.75 | -0.36 | 1.06 |
| Standard Deviation(%) | NA | 48.45 | 41.63 | 39.46 | 36.93 | NA | NA | … | … | 60.27 | 41.18 | 38.08 | 28.68 | 37.96 | 39.70 | 52.00 | 23.62 | 28.08 | 20.54 | 31.82 | 21.80 | 17.15 | 18.74 | 23.76 | 33.58 | 30.42 | 71.66 |
| Draw Down(%) | NA | 18.16 | 23.27 | 32.19 | 62.29 | NA | NA | … | … | 18.16 | 23.27 | 13.81 | 14.60 | 32.19 | 24.15 | 52.77 | 19.18 | 26.84 | 7.24 | 23.67 | 25.03 | 13.89 | 11.62 | 15.61 | 39.16 | 26.46 | 37.84 |
| Yield(%) | 0.00 | 6.32 | 9.47 | 9.91 | 7.97 | 5.08 | 5.35 | … | … | 3.53 | 6.84 | 10.33 | 8.69 | 4.51 | 4.32 | 2.75 | 6.34 | 4.96 | 6.38 | 6.59 | 5.85 | 5.02 | 4.44 | 5.36 | 0.88 | 0.00 | 0.00 |
Data as of 06/18/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBCYF (HSBC Holdings PLC) |
-22.94%
Sep 2017 – Sep 2020 |
-8.16%
May 2015 – May 2020 |
-4.55%
Sep 2010 – Sep 2020 |
3.41%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBCYF (HSBC Holdings PLC) |
51.27%
Sep 2022 – Sep 2025 |
37.78%
Sep 2020 – Sep 2025 |
18.03%
Feb 2016 – Feb 2026 |
9.83%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart