| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.84% | 2.13% | 38.78% | 78.94% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.30% | 13.39% | 14.36% |
| Negative volatility | 12.85% | 8.94% | 8.94% |
| Sharpe | Neg | 0.64 | 0.78 |
| Sortino | Neg | 0.96 | 1.26 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| HSBC GIF Economic Scale US Eq. A AUD | 42.27% | -7.89% | 13.17% | 22.94% | 3.63% | 3.84% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |