HSBC Equity Fund Manager Series (HKB2497)

31.82 +0.11 (+0.35%) CAD  |  Aug 16 2022

HKB2497 Performance

Edit Comparables

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of August 16, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
HSBC Equity Fund Manager Series
8.54%
17.15%
13.68%
-6.18%
21.67%
10.55%
-9.80%
19.87%
-0.28%
28.43%
1.87%
S&P/TSX 60 Index Total Return
8.07%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-3.01%
Marquis Institutional Cdn Eq Port V
7.84%
20.78%
9.29%
-3.06%
16.52%
4.64%
-10.10%
21.74%
4.36%
24.65%
-3.23%
Mackenzie Canadian Equity PWX
--
--
--
-8.91%
27.34%
9.37%
-9.15%
22.94%
8.14%
28.25%
3.64%
SEI Canadian Equity Class F
6.29%
16.48%
9.94%
-3.47%
14.68%
7.24%
-10.75%
20.78%
2.53%
27.33%
-1.12%
Fidelity Canadian Disciplined Eq F8
--
--
15.69%
-2.27%
14.23%
5.99%
-6.12%
24.47%
8.56%
22.29%
-2.32%
As of August 16, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
HSBC Equity Fund Manager Series
9.90%
1.14%
-1.80%
9.84%
11.85%
9.07%
9.35%
6.19%
7.81%
7.01%
S&P/TSX 60 Index Total Return
10.07%
0.80%
-3.83%
2.46%
11.75%
10.04%
9.27%
6.49%
9.11%
7.84%
Marquis Institutional Cdn Eq Port V
10.25%
6.80%
-1.08%
0.47%
10.37%
7.98%
8.31%
5.19%
--
5.15%
Mackenzie Canadian Equity PWX
10.28%
2.70%
-0.13%
11.10%
15.59%
11.64%
--
--
--
9.74%
SEI Canadian Equity Class F
10.66%
0.59%
-3.51%
3.91%
11.19%
8.39%
8.17%
5.41%
--
5.53%
Fidelity Canadian Disciplined Eq F8
10.64%
1.23%
-3.82%
1.80%
11.25%
10.17%
--
--
--
10.31%
As of August 16, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of July 31, 2022