| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.18% | 2.79% | 39.88% | 82.06% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.20% | 13.81% | 14.67% |
| Negative volatility | 12.77% | 9.05% | 8.86% |
| Sharpe | Neg | 0.63 | 0.79 |
| Sortino | Neg | 0.96 | 1.31 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| HSBC GIF Economic Scale US Eq. B $ | 42.01% | -6.73% | 12.98% | 22.64% | 4.20% | 4.18% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |