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Hsbc Radiantesg U.s. Smaller Companies Fund - Class A: (MF: HSOAX)
(NASDAQ Mutual Funds) As of Jun 6, 2024 08:00 PM ET
$9.20 USD
-0.06 (-0.65%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.00 | 92 |
| 3 months | 0.68 | 92 |
| 6 months | 19.08 | 71 |
| 1 Year | 16.56 | 65 |
| 3 Year | -1.10 | 86 |
| 5 Year | 9.16 | 64 |
| 10 Year | 8.73 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 151.50 |
| Bear Market (10/07 - 2/09) | -47.07 |
| Bull Market (2/09 - 3/21) | 691.00 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 22.86 |
| 5 Year | 11.77 |
| 10 Year | 9.17 |
| Since Inception | 10.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.50 | NA | NA | NA |
| 2023 | 8.60 | 8.57 | -4.54 | 10.27 |
| 2022 | -11.56 | -22.02 | -0.15 | 7.26 |
| 2021 | 3.72 | 5.93 | 2.28 | 2.86 |
| 2020 | -25.91 | 34.71 | 9.30 | 21.81 |
| 2019 | 16.15 | 3.94 | -2.84 | 14.14 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.00 | 24.11 | -26.14 | 15.61 | 32.88 | 33.88 | -8.96 | 29.63 | 2.35 | -5.09 | 6.78 |
| % Total Return Rel to Index | -6.04 | -2.12 | -7.94 | -13.06 | 14.47 | 2.39 | -4.57 | 7.83 | -9.58 | -6.48 | -6.85 |
| % Total Return Rel to Peer | -4.83 | 1.11 | -6.44 | -6.44 | 12.96 | 5.46 | -2.10 | 8.95 | -5.46 | -3.49 | -1.41 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 2.00 | 4.00 | 1.00 | 5.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 4.40 | 0.68 | 0.72 | 1.79 | 1.27 | 1.30 | 0.00 | 2.32 |
| Expense Ratio | 0.00 | 1.35 | 1.49 | 1.55 | 1.55 | 1.55 | 1.55 | 1.55 | 1.55 | 1.55 | 1.55 |
* 1 = Top 20%, 5 = Bottom 20%