Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0151.HK (____) | NA | -3.72% | -4.68% | 2.94% | -0.55% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 03/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0151.HK (____) | 03/26/2008 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.00 | -3.72 | -4.68 | 2.94 | -0.55 | NA | NA | … | … | -7.66 | -20.99 | 34.65 | -14.87 | 35.85 | -11.61 | -42.50 | -8.47 | 5.14 | 38.00 | 14.03 | 25.51 | 70.08 | 10.31 |
| Sharpe Ratio | NA | -0.14 | -0.18 | 0.07 | -0.03 | NA | NA | … | … | -0.43 | -0.63 | 1.27 | -0.47 | 1.17 | -0.38 | -1.51 | -0.33 | 0.17 | 1.13 | 0.37 | 0.70 | 2.03 | 0.25 |
| Standard Deviation(%) | NA | 26.45 | 29.85 | 30.27 | 30.86 | NA | NA | … | … | 27.20 | 33.55 | 26.23 | 34.25 | 30.16 | 31.20 | 28.14 | 26.06 | 30.39 | 33.89 | 37.66 | 36.16 | 34.45 | 50.62 |
| Draw Down(%) | NA | 16.48 | 33.11 | 37.30 | 63.33 | NA | NA | … | … | 16.48 | 33.11 | 16.69 | 33.12 | 14.39 | 29.30 | 44.59 | 27.26 | 18.77 | 13.60 | 22.76 | 16.34 | 15.00 | 30.36 |
| Yield(%) | 0.00 | 0.93 | 1.41 | 2.23 | 1.38 | 2.08 | 1.56 | … | … | 0.00 | 1.84 | 1.67 | 1.74 | 3.41 | 2.55 | 1.40 | 0.31 | 0.29 | 0.17 | 0.20 | 0.27 | 0.42 | 0.00 |
Data as of 08/23/2021, Common starting date is 03/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0151.HK (____) |
-25.35%
Oct 2013 – Oct 2016 |
-12.49%
Oct 2013 – Oct 2018 |
-2.02%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0151.HK (____) |
36.60%
Sep 2008 – Sep 2011 |
33.61%
Sep 2008 – Sep 2013 |
10.03%
Sep 2008 – Sep 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart