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 higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HSBC Radiant US Smaller Companies A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
HSBC Radiant US Smaller Companies A had a return of 3.94% year-to-date (YTD) and 13.59% in the last 12 months. Over the past 10 years, HSBC Radiant US Smaller Companies A had an annualized return of -0.98%, while the S&P 500 had an annualized return of 11.29%, indicating that HSBC Radiant US Smaller Companies A did not perform as well as the benchmark.
HSOAX
3.94%
-0.29%
7.98%
13.59%
-0.35%
-0.98%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
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% | 3.94% | |||||||||||
| 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% | -30.23% | -22.20% |
| 2020 | 0.20% | -7.33% | -20.22% | 17.77% | 12.63% | 1.56% | 5.32% | 3.98% | -0.19% | 0.19% | 12.42% | 2.49% | 25.92% |
| 2019 | 10.94% | 4.47% | 0.22% | 4.71% | -7.11% | 6.87% | 1.16% | -3.12% | -0.86% | 2.17% | 9.24% | -4.76% | 24.68% |
| 2018 | 7.04% | -3.59% | 0.73% | 0.81% | 4.48% | -0.26% | 2.06% | 3.54% | -1.14% | -12.01% | 0.84% | -27.15% | -26.27% |
| 2017 | 4.46% | 4.16% | 1.40% | 1.77% | 0.10% | 1.35% | 1.24% | 1.23% | 1.58% | 3.02% | 4.54% | -9.28% | 15.87% |
| 2016 | -12.39% | -2.45% | 9.59% | 2.71% | 2.84% | -3.65% | 6.14% | 1.35% | -0.67% | -4.79% | 5.43% | -12.21% | -10.24% |
| 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% | -16.67% | -11.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HSOAX is 34, indicating average performance compared to other mutual funds on our website. Here’s 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.
Dividends
Dividend History
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.
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 74.62%, occurring on Mar 9, 2009. The portfolio has not yet recovered.
The current HSBC Radiant US Smaller Companies A drawdown is 48.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.62% | Sep 8, 2000 | 2129 | Mar 9, 2009 | — | — | — |
| -2.05% | Sep 5, 2000 | 2 | Sep 6, 2000 | 1 | Sep 7, 2000 | 3 |
| -1.72% | Aug 8, 2000 | 3 | Aug 10, 2000 | 1 | Aug 11, 2000 | 4 |
| -0.42% | Aug 22, 2000 | 1 | Aug 22, 2000 | 1 | Aug 23, 2000 | 2 |
| -0.25% | Aug 30, 2000 | 1 | Aug 30, 2000 | 1 | Aug 31, 2000 | 2 |
Volatility
Volatility Chart
The current HSBC Radiant US Smaller Companies A volatility is 4.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.