| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.94% | 2.41% | 39.11% | 79.05% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.24% | 13.41% | 14.75% |
| Negative volatility | 12.89% | 9.00% | 9.14% |
| Sharpe | Neg | 0.63 | 0.77 |
| Sortino | Neg | 0.94 | 1.24 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| HSBC GIF Economic Scale US Eq. A GBP | 41.78% | -7.27% | 12.86% | 23.10% | 3.39% | 3.94% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |