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Hsbc Radiantesg U.s. Smaller Companies Fund - Class I: (MF: RESCX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$8.25 USD
+0.08 (0.98%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.12 | 91 |
| 3 months | 0.77 | 91 |
| 6 months | 19.21 | 70 |
| 1 Year | 17.07 | 63 |
| 3 Year | -0.44 | 83 |
| 5 Year | 9.76 | 57 |
| 10 Year | 9.31 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 156.08 |
| Bear Market (10/07 - 2/09) | -46.71 |
| Bull Market (2/09 - 3/21) | 757.15 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 23.49 |
| 5 Year | 12.39 |
| 10 Year | 9.76 |
| Since Inception | 9.81 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.68 | NA | NA | NA |
| 2023 | 8.78 | 8.81 | -4.45 | 10.31 |
| 2022 | -11.44 | -21.80 | 0.68 | 7.00 |
| 2021 | 3.87 | 5.98 | 2.45 | 3.00 |
| 2020 | -25.58 | 34.47 | 9.34 | 21.90 |
| 2019 | 16.25 | 3.96 | -2.64 | 14.09 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.12 | 24.76 | -25.38 | 16.17 | 33.39 | 34.25 | -8.45 | 30.20 | 2.95 | -4.48 | 7.31 |
| % Total Return Rel to Index | -5.92 | -1.48 | -7.18 | -12.50 | 14.99 | 2.76 | -4.06 | 8.41 | -8.98 | -5.87 | -6.32 |
| % Total Return Rel to Peer | -4.70 | 1.76 | -5.68 | -5.88 | 13.47 | 5.83 | -1.59 | 9.53 | -4.86 | -2.88 | -0.88 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 2.00 | 4.00 | 1.00 | 4.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 9.90 | 1.57 | 0.91 | 2.35 | 2.09 | 1.47 | 0.00 | 3.61 |
| Expense Ratio | 0.00 | 0.90 | 1.07 | 1.10 | 1.10 | 1.10 | 1.10 | 1.10 | 1.03 | 0.99 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%