| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.19% | 2.90% | 40.34% | 83.00% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.20% | 13.82% | 14.67% |
| Negative volatility | 12.76% | 9.04% | 8.85% |
| Sharpe | Neg | 0.64 | 0.80 |
| Sortino | Neg | 0.97 | 1.32 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| HSBC GIF Economic Scale US Eq. I Dis $ | 42.17% | -6.64% | 13.10% | 22.77% | 4.31% | 4.19% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |