HSBC Opportunity Fund (RESCX)
The fund seeks to achieve its investment objective by investing all of its assets in the Portfolio, which has the same investment objective as the fund. The fund seeks 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 meet the Subadviser’s fundamental and ESG criteria. Small and mid-cap companies generally are defined as those companies with market capitalizations within the range represented in the Russell 2500 Growth Index, the fund's broad-based securities market index.
Fund Info
US44330V4499
44330V449
Sep 3, 1996
$1,000,000
Mid-Cap
Growth
Expense Ratio
RESCX features an expense ratio of 0.90%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HSBC Opportunity Fund, 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 Opportunity Fund had a return of 3.53% year-to-date (YTD) and 15.08% in the last 12 months. Over the past 10 years, HSBC Opportunity Fund had an annualized return of -4.90%, while the S&P 500 had an annualized return of 11.31%, indicating that HSBC Opportunity Fund did not perform as well as the benchmark.
RESCX
3.53%
-0.66%
5.83%
15.08%
-8.42%
-4.90%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of RESCX, 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 | 5.47% | 3.53% | |||||||||||
| 2024 | -0.64% | 5.03% | 3.19% | -7.02% | 5.50% | -1.33% | 6.39% | 0.81% | 1.15% | -2.04% | 9.60% | -7.49% | 12.29% |
| 2023 | 8.79% | 1.03% | -1.02% | -1.91% | -0.15% | 11.09% | 3.24% | -2.75% | -4.84% | -7.34% | 8.84% | 9.38% | 24.76% |
| 2022 | -10.49% | -1.46% | 0.41% | -10.50% | -1.95% | -10.89% | 12.56% | -3.52% | -7.29% | 9.06% | 4.70% | -6.29% | -25.39% |
| 2021 | -1.35% | 5.11% | 0.18% | 5.62% | -2.02% | 2.40% | 1.40% | 2.64% | -1.56% | 4.53% | -5.01% | -53.93% | -48.40% |
| 2020 | 0.22% | -7.31% | -19.89% | 17.49% | 12.57% | 1.67% | 5.31% | 4.05% | -0.20% | 0.27% | 12.34% | -1.33% | 21.62% |
| 2019 | 11.00% | 4.49% | 0.24% | 4.69% | -7.03% | 6.81% | 1.17% | -3.00% | -0.79% | 2.16% | 9.23% | -4.29% | 25.66% |
| 2018 | 7.01% | -3.54% | 0.81% | 0.81% | 4.54% | -0.26% | 2.11% | 3.20% | -0.79% | -11.89% | 0.90% | -26.67% | -25.44% |
| 2017 | 4.46% | 4.19% | 1.39% | 1.88% | 0.14% | 1.34% | 1.33% | 1.24% | 1.63% | 3.08% | 4.55% | -11.37% | 13.61% |
| 2016 | -12.41% | -2.35% | 9.61% | 2.82% | 2.82% | -3.56% | 6.22% | 1.37% | -0.64% | -4.74% | 5.35% | -10.16% | -7.78% |
| 2015 | -2.59% | 8.50% | 0.33% | -1.65% | 2.82% | -1.77% | 0.60% | -7.28% | -6.78% | 5.05% | 2.04% | -2.71% | -4.49% |
| 2014 | -1.44% | 6.33% | -1.43% | -3.08% | 0.72% | 4.28% | -3.66% | 5.16% | -2.99% | 1.63% | 1.03% | -19.21% | -14.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RESCX is 32, 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 Opportunity Fund (RESCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
HSBC Opportunity Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% |
Monthly Dividends
The table displays the monthly dividend distributions for HSBC Opportunity Fund. 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 | $0.00 | ||||||||||
| 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 | $0.00 | $0.00 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $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 |
| 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 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 |
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 Opportunity Fund. 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 Opportunity Fund was 71.43%, occurring on Sep 26, 2022. The portfolio has not yet recovered.
The current HSBC Opportunity Fund drawdown is 54.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.43% | Mar 13, 2000 | 5664 | Sep 26, 2022 | — | — | — |
| -39.04% | Oct 14, 1997 | 258 | Oct 8, 1998 | 290 | Nov 18, 1999 | 548 |
| -10.61% | Dec 14, 1999 | 2 | Dec 15, 1999 | 12 | Dec 31, 1999 | 14 |
| -10.02% | Jan 24, 2000 | 6 | Jan 31, 2000 | 8 | Feb 10, 2000 | 14 |
| -8.23% | Jan 3, 2000 | 4 | Jan 6, 2000 | 6 | Jan 14, 2000 | 10 |
Volatility
Volatility Chart
The current HSBC Opportunity Fund 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.