| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.09% | 2.18% | 37.39% | 76.68% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.19% | 13.81% | 14.66% |
| Negative volatility | 12.85% | 9.13% | 8.94% |
| Sharpe | Neg | 0.59 | 0.75 |
| Sortino | Neg | 0.89 | 1.23 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| HSBC GIF Economic Scale US Eq. E $ | 41.17% | -7.28% | 12.30% | 21.90% | 3.58% | 4.09% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |