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HSBC Investor Growth A (HOTAX)

On Dec 17: 13.46   0.15 (1.10%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Above average Year to Date Return: 35.60% 5-Year Average Return: 3.53% Number of Years Up: 3 Number of Years Down: 1 Best 1-Yr Total Return (2007): 24.23% Worst 1-Yr Total Return (2008): -41.06% Best 3-Yr Total Return (2005-7): 13.27% Worst 3-Yr Total Return (2006-8): -8.35% LOAD ADJUSTED RETURNS   1-Year: -5.07% 3-Year: -1.74% 5-Year: 2.48% 10-Year: N/A
TRAILING RETURNS (%) VS. BENCHMARKS   Return HOTAX Category Diff Index* Diff Year To Date 35.60 31.20 4.4 24.07 11.53 1-Month 6.62 5.67 0.95 6.00 0.62 3-Month 9.14 8.18 0.96 7.91 1.23 1-Year 36.99 34.04 2.95 25.39 11.6 3-Year -0.36 -3.89 3.53 -5.79 5.43 5-Year 3.53 1.25 2.28 0.71 2.82 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 41.19 43.84 -2.65 45.76 -4.57 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -17.56 -18.03 0.47 -18.25 0.69 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year HOTAX Category Diff 2009 N/A N/A N/A 2008 -41.06 -40.67 -0.39 2007 24.23 13.35 10.88 2006 5.13 7.05 -1.92 2005 11.27 6.71 4.56 2004 N/A 7.81 N/A 2003 N/A 28.66 N/A 2002 N/A -27.64 N/A 2001 N/A -22.30 N/A 2000 N/A -13.05 N/A 1999 N/A 38.87 N/A PAST QUARTERLY RETURNS (%) FOR HOTAX   Q1 Q2 Q3 Q4 2009 -0.30 13.84 14.57 N/A 2008 -9.80 1.19 -15.98 -23.15 2007 1.55 5.32 12.42 3.31 2006 3.30 -2.00 -1.02 4.92 2005 -2.78 4.45 3.49 5.89 2004 N/A N/A -5.24 6.84 2003 N/A N/A N/A N/A 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 472 1818 25.96 1-Month 895 1906 46.96 3-Month 894 1904 46.95 6-Month 522 1866 27.97 1-Year 391 1815 21.54 3-Year 136 1537 8.85 5-Year 143 1273 11.23
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