Australia markets closed

HSBC Radiant US Smaller Companies A (HSOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.11+0.07 (+0.77%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.77%
5-year average return10.27%
Number of years up20
Number of years down7
Best 1-yr total return (5 May 2024)41.29%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return41.29%
Worst 3-yr total return1.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHSOAXCategory
YTD0.00%12.40%
1-month-6.98%3.37%
3-month0.69%4.88%
1-year16.56%55.69%
3-year-1.08%19.34%
5-year9.18%20.72%
10-year8.75%13.98%
Last bull market28.01%27.85%
Last bear market-22.03%-24.06%

Annual total return (%) history

Year
HSOAXCategory
2024
N/AN/A
2023
24.12%N/A
2022
-26.15%N/A
2021
15.69%N/A
2020
32.91%38.62%
2019
33.85%27.68%
2018
-8.90%-5.76%
2017
29.58%21.50%
2016
2.39%11.20%
2015
-5.09%-2.41%
2014
6.80%2.44%
2013
36.23%40.91%
2012
18.42%13.15%
2011
-0.93%-3.55%
2010
29.60%26.98%
2009
41.29%35.46%
2008
-41.27%-41.55%
2007
24.20%7.59%
2006
14.16%10.81%
2005
12.35%6.02%
2004
11.42%12.41%
2003
37.84%45.54%
2002
-33.36%-27.88%
2001
-1.95%-8.91%
2000
4.29%-3.85%
1999
47.07%64.77%
1998
12.97%5.23%
1997
21.86%17.41%
1996
N/A18.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.50%N/AN/AN/A
20238.60%8.57%-4.55%10.28%
2022-11.56%-22.03%-0.15%7.26%
20213.73%5.94%2.29%2.93%
2020-25.92%34.71%9.30%21.85%
201916.16%3.94%-2.85%14.10%
20183.94%5.05%4.47%-20.14%
201710.33%3.25%4.10%9.27%
2016-6.34%1.77%6.86%0.53%
20155.83%-0.79%-13.23%4.17%
20143.18%1.66%-1.86%3.76%
201312.69%-0.35%10.32%9.97%
201215.37%-8.69%7.93%4.15%
201111.16%2.28%-23.18%13.44%
20109.82%-12.65%13.48%19.05%
2009-1.86%14.83%18.32%5.96%
2008-10.24%9.04%-18.94%-25.98%
20074.78%11.78%1.65%4.32%
200611.26%-3.77%0.22%6.39%
2005-3.39%4.73%9.71%1.21%
20043.96%0.09%-4.90%12.58%
2003-2.86%20.88%7.53%9.17%
2002-2.17%-18.51%-17.07%0.79%
2001-14.02%18.38%-24.79%28.08%
200011.35%0.21%2.34%-8.68%
1999-8.76%16.74%-5.66%46.37%
199815.02%0.00%-20.18%23.05%
19979.30%5.03%13.68%-6.62%
1996-1.91%N/AN/AN/A

Rank in category (by total return)

YTD50
1-month65
3-month77
1-year28
3-year20
5-year19

Load adjusted returns

1-year16.56%
3-year-1.08%
5-year9.18%
10-year8.75%