HTYXX Money Market Fund Manager Performance Evaluation

The fund owns a Beta (Systematic Risk) of 2.2617, which attests to a somewhat significant risk relative to the market. Let's try to break down what HTYXX's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, HSBC Funds will likely underperform. Although it is essential to pay attention to HSBC Funds - existing price patterns, it is also good to be reasonable about what you can do with equity price patterns. Our approach to determining future performance of any fund is to look not only at its past charts but also at the business as a whole, including all fundamental and technical indicators. To evaluate if HSBC Funds expected return of 1.54 will be sustainable into the future, we have found twenty-one different technical indicators, which can help you to check if the expected returns are sustainable.
  
HTYXX Performance
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Over the last 90 days HSBC Funds - has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, HSBC Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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HSBC Funds Relative Risk vs. Return Landscape

If you would invest  219.00  in HSBC Funds - on September 10, 2022 and sell it today you would lose (119.00)  from holding HSBC Funds - or give up 54.34% of portfolio value over 90 days. HSBC Funds - is currently producing 1.5386% returns and takes up 26.101% volatility of returns over 90 trading days. Put another way, most equities are less risky on the basis of their return distribution than HTYXX, and majority of traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon HSBC Funds is expected to generate 17.36 times more return on investment than the market. However, the company is 17.36 times more volatile than its market benchmark. It trades about 0.06 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.01 per unit of risk.

HSBC Funds Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for HSBC Funds' investment risk. Standard deviation is the most common way to measure market volatility of money market funds, such as HSBC Funds -, and traders can use it to determine the average amount a HSBC Funds' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0589

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Estimated Market Risk
 26.1
  actual daily
 
 96 %
of total potential
 
9696
Expected Return
 1.54
  actual daily
 
 30 %
of total potential
 
3030
Risk-Adjusted Return
 0.06
  actual daily
 
 4 %
of total potential
 
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Based on monthly moving average HSBC Funds is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of HSBC Funds by adding it to a well-diversified portfolio.

About HSBC Funds Performance

To evaluate HSBC Funds - Money Market Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when HSBC Funds generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare HTYXX Money Market Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand HSBC Funds - market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents HTYXX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.

Things to note about HSBC Funds -

Checking the ongoing alerts about HSBC Funds for important developments is a great way to find new opportunities for your next move. Money Market Fund alerts and notifications screener for HSBC Funds - help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

HSBC Funds Alerts

Equity Alerts and Improvement Suggestions

HSBC Funds - is way too risky over 90 days horizon
HSBC Funds - has some characteristics of a very speculative penny stock
HSBC Funds - appears to be risky and price may revert if volatility continues
The fund retains all of the assets under management (AUM) in different types of exotic instruments
Please check Risk vs Return Analysis. You can also try Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

Complementary Tools for analysis

When running HSBC Funds - price analysis, check to measure HSBC Funds' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HSBC Funds is operating at the current time. Most of HSBC Funds' value examination focuses on studying past and present price action to predict the probability of HSBC Funds' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move HSBC Funds' price. Additionally, you may evaluate how the addition of HSBC Funds to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between HSBC Funds' value and its price as these two are different measures arrived at by different means. Investors typically determine HSBC Funds value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HSBC Funds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.