Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0291.HK (____) | NA | 17.74% | 21.63% | 30.72% | 9.00% | 11.02% | 11.82% | … | … |
Data as of 08/23/2021, Common starting date is 01/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0291.HK (____) | 01/04/2000 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 17.74 | 21.63 | 30.72 | 9.00 | 11.02 | 11.82 | … | … | -12.54 | 66.36 | 58.27 | -2.25 | 83.68 | 1.23 | 2.99 | -36.09 | -6.73 | 7.06 | -14.67 | 14.52 | 114.58 | -58.16 | 49.92 | 66.91 | 16.39 | 42.19 | 31.99 | 1.33 | -25.33 | -18.88 |
| Sharpe Ratio | NA | 0.46 | 0.54 | 0.84 | 0.20 | NA | NA | … | … | -0.40 | 1.73 | 1.69 | -0.09 | 2.97 | 0.03 | 0.03 | -1.35 | -0.24 | 0.22 | -0.45 | 0.47 | 2.41 | -0.78 | 0.94 | 1.96 | 0.60 | 1.19 | 1.08 | 0.01 | -0.55 | -0.45 |
| Standard Deviation(%) | NA | 42.38 | 38.65 | 35.72 | 42.46 | NA | NA | … | … | 47.13 | 38.01 | 33.63 | 39.02 | 28.14 | 36.52 | 85.68 | 26.76 | 28.22 | 31.66 | 32.80 | 30.82 | 47.41 | 75.66 | 50.26 | 32.66 | 23.52 | 34.62 | 28.86 | 33.07 | 50.96 | 51.09 |
| Draw Down(%) | NA | 25.80 | 30.73 | 37.48 | 60.89 | NA | NA | … | … | 25.80 | 25.52 | 11.21 | 32.99 | 11.11 | 26.87 | 48.76 | 40.11 | 23.54 | 36.66 | 29.41 | 19.81 | 27.88 | 70.06 | 28.57 | 20.78 | 13.17 | 25.23 | 22.52 | 29.35 | 56.55 | 44.40 |
| Yield(%) | 0.00 | 0.27 | 0.34 | 0.75 | 0.68 | 1.79 | 2.98 | … | … | 0.00 | 0.45 | 0.65 | 0.34 | 1.12 | 0.00 | 1.06 | 1.04 | 1.11 | 1.90 | 1.80 | 1.83 | 3.00 | 1.42 | 2.01 | 2.91 | 2.64 | 3.21 | 3.66 | 6.72 | 2.55 | 1.32 |
Data as of 08/23/2021, Common starting date is 01/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0291.HK (____) |
-22.83%
Jan 2013 – Jan 2016 |
-15.32%
Jan 2011 – Jan 2016 |
-2.45%
Aug 2007 – Aug 2017 |
2.38%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0291.HK (____) |
52.86%
Jul 2004 – Jul 2007 |
43.88%
Jan 2016 – Jan 2021 |
18.73%
Sep 2001 – Sep 2011 |
15.15%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison Chart