HSBC Radiant US Smaller Companies A (HSOAX)
The fund aims to achieve its investment objective by investing at least 80% of its net assets in U.S. equity securities of small and mid-cap companies that align with the Subadviser's fundamental and ESG criteria.
Fund Info
US4042815864
404281586
Sep 23, 1996
$1,000
Small-Cap
Growth
Expense Ratio
HSOAX has a high expense ratio of 1.45%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
HSBC Radiant US Smaller Companies A (HSOAX) returned -5.86% year-to-date (YTD) and 1.09% over the past 12 months. Over the past 10 years, HSOAX returned 7.79% annually, underperforming the S&P 500 benchmark at 10.84%.
HSOAX
-5.86%
0.00%
-12.58%
1.09%
7.23%
8.52%
7.79%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of HSOAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.46% | -7.09% | -3.92% | 0.00% | 0.00% | -5.86% | |||||||
| 2024 | -0.68% | 5.03% | 3.05% | -6.98% | 5.45% | -1.19% | 6.22% | 0.82% | 1.12% | -2.01% | 9.56% | -7.22% | 12.39% |
| 2023 | 8.60% | 1.04% | -1.03% | -1.95% | -0.13% | 10.88% | 3.35% | -2.89% | -4.89% | -7.39% | 8.80% | 9.45% | 24.12% |
| 2022 | -10.63% | -1.52% | 0.47% | -10.60% | -2.11% | -10.90% | 12.54% | -3.62% | -7.94% | 9.08% | 4.99% | -6.34% | -26.15% |
| 2021 | -1.38% | 5.09% | 0.08% | 5.62% | -2.07% | 2.42% | 1.33% | 2.55% | -1.56% | 4.47% | -5.04% | 2.90% | 14.74% |
| 2020 | 0.20% | -7.33% | -20.22% | 17.77% | 12.63% | 1.56% | 5.32% | 3.98% | -0.19% | 0.19% | 12.42% | 8.19% | 32.92% |
| 2019 | 10.94% | 4.47% | 0.22% | 4.71% | -7.11% | 6.87% | 1.16% | -3.12% | -0.86% | 2.17% | 9.23% | 2.29% | 33.91% |
| 2018 | 7.03% | -3.59% | 0.73% | 0.81% | 4.48% | -0.26% | 2.06% | 3.54% | -1.14% | -12.01% | 0.84% | -10.40% | -9.31% |
| 2017 | 4.46% | 4.16% | 1.40% | 1.77% | 0.10% | 1.35% | 1.24% | 1.22% | 1.58% | 3.03% | 4.54% | 1.46% | 29.59% |
| 2016 | -12.39% | -2.45% | 9.59% | 2.71% | 2.84% | -3.65% | 6.14% | 1.35% | -0.67% | -4.79% | 5.43% | 0.06% | 2.31% |
| 2015 | -2.69% | 8.47% | 0.26% | -1.75% | 2.85% | -1.82% | 0.53% | -7.37% | -6.82% | 5.08% | 1.93% | -2.75% | -5.09% |
| 2014 | -1.55% | 6.29% | -1.40% | -3.16% | 0.65% | 4.29% | -3.73% | 5.17% | -3.07% | 1.58% | 1.01% | 1.15% | 6.84% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HSOAX is 11, meaning it’s performing worse than 89% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC Radiant US Smaller Companies A (HSOAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
HSBC Radiant US Smaller Companies A provided a 99.97% dividend yield over the last twelve months, with an annual payout of $9.31 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.31 | $0.00 | $0.00 | $0.00 | $4.41 | $0.68 | $0.72 | $1.80 | $1.27 | $1.30 | $0.00 | $2.32 |
Dividend yield | 99.97% | 0.00% | 0.00% | 0.00% | 45.92% | 5.53% | 7.32% | 22.86% | 11.87% | 14.17% | 0.00% | 21.50% |
Monthly Dividends
The table displays the monthly dividend distributions for HSBC Radiant US Smaller Companies A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $9.31 | $0.00 | $0.00 | $9.31 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.41 | $4.41 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.72 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.80 | $1.80 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $1.27 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.30 | $1.30 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $2.32 | $2.32 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the HSBC Radiant US Smaller Companies A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the HSBC Radiant US Smaller Companies A was 51.78%, occurring on Nov 20, 2008. Recovery took 512 trading sessions.
The current HSBC Radiant US Smaller Companies A drawdown is 13.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.78% | May 19, 2008 | 131 | Nov 20, 2008 | 512 | Dec 3, 2010 | 643 |
| -48.42% | Sep 8, 2000 | 627 | Mar 12, 2003 | 712 | Jan 6, 2006 | 1339 |
| -40.92% | Feb 21, 2020 | 19 | Mar 18, 2020 | 97 | Aug 5, 2020 | 116 |
| -35.84% | Nov 10, 2021 | 220 | Sep 26, 2022 | 514 | Oct 16, 2024 | 734 |
| -31.91% | Jun 23, 2015 | 162 | Feb 11, 2016 | 301 | Apr 25, 2017 | 463 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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