HSBC US Equity Pooled (HSB610)

25.26 +0.37 (+1.48%) CAD  |  Jul 05 2022

HSB610 Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of July 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
HSBC US Equity Pooled
9.67%
47.18%
22.36%
15.74%
13.41%
9.48%
-1.92%
22.14%
4.87%
26.67%
-20.34%
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%
-9.48%
TD U.S. Blue Chip Equity Private EM
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28.07%
11.35%
24.10%
32.30%
17.32%
-29.88%
Fidelity US Focused Stock Series O
12.94%
46.36%
15.24%
21.56%
0.71%
24.47%
15.30%
25.83%
31.23%
26.87%
-21.54%
Fidelity American Disciplined Eq Sr O
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42.85%
24.48%
20.67%
2.19%
14.07%
0.14%
27.51%
18.19%
27.72%
-18.10%
NBI US Equity Private O
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36.36%
-18.12%
As of July 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
HSBC US Equity Pooled
-4.47%
-13.45%
-18.97%
-12.77%
4.40%
6.28%
12.72%
7.25%
5.81%
5.04%
S&P/TSX 60 Index Total Return
-8.37%
-13.02%
-8.83%
-2.82%
8.41%
8.51%
8.73%
5.45%
8.30%
7.56%
TD U.S. Blue Chip Equity Private EM
-1.75%
-19.60%
-27.08%
-25.83%
4.56%
10.69%
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12.53%
Fidelity US Focused Stock Series O
-3.77%
-12.46%
-19.56%
-12.02%
11.63%
16.45%
17.58%
9.91%
8.51%
6.96%
Fidelity American Disciplined Eq Sr O
-3.87%
-12.08%
-17.32%
-7.88%
10.51%
11.13%
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15.41%
NBI US Equity Private O
-2.72%
-10.68%
-16.32%
-5.15%
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14.52%
As of July 05, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022