Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0322.HK (_____) | NA | -0.74% | -4.29% | 13.95% | -3.80% | 8.35% | 14.37% | … | … |
Data as of 08/23/2021, Common starting date is 01/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0322.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 (%) | -2.60 | -0.74 | -4.29 | 13.95 | -3.80 | 8.35 | 14.37 | … | … | 1.66 | 2.15 | 29.79 | -30.41 | 63.36 | -12.49 | -36.52 | -19.86 | 4.11 | -8.51 | 18.81 | 3.85 | 114.24 | -27.39 | 63.20 | 96.96 | 131.87 | -7.22 | -10.12 | 54.58 | 45.56 | 73.08 |
| Sharpe Ratio | NA | 0.04 | -0.13 | 0.36 | -0.12 | NA | NA | … | … | 0.08 | 0.05 | 0.81 | -0.70 | 1.99 | -0.31 | -1.02 | -0.87 | 0.14 | -0.34 | 0.53 | 0.11 | 3.77 | -0.55 | 1.45 | 2.20 | 3.44 | -0.18 | -0.29 | 1.10 | 0.92 | 1.33 |
| Standard Deviation(%) | NA | 33.73 | 38.39 | 37.02 | 34.55 | NA | NA | … | … | 33.07 | 37.07 | 35.05 | 45.14 | 31.73 | 41.27 | 35.85 | 22.78 | 28.43 | 25.50 | 35.21 | 34.03 | 30.26 | 51.09 | 41.61 | 42.82 | 37.66 | 45.09 | 37.04 | 48.77 | 48.15 | 52.32 |
| Draw Down(%) | NA | 20.20 | 41.60 | 49.73 | 72.80 | NA | NA | … | … | 20.20 | 22.08 | 23.97 | 46.47 | 15.14 | 39.59 | 47.44 | 30.00 | 18.36 | 27.42 | 30.27 | 25.85 | 10.39 | 46.89 | 23.79 | 24.53 | 18.37 | 40.32 | 37.47 | 30.10 | 35.25 | 20.75 |
| Yield(%) | 0.00 | 0.00 | 1.20 | 2.42 | 0.76 | 2.67 | 8.88 | … | … | 0.00 | 2.49 | 2.45 | 1.34 | 1.35 | 1.69 | 1.58 | 1.27 | 0.15 | 0.16 | 0.21 | 0.18 | 0.25 | 0.21 | 0.18 | 0.32 | 0.63 | 0.58 | 0.00 | 0.00 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| 0322.HK (_____) |
-28.55%
May 2013 – May 2016 |
-21.70%
Jul 2011 – Jul 2016 |
-4.08%
Jul 2011 – Jul 2021 |
8.20%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0322.HK (_____) |
95.34%
Dec 2004 – Dec 2007 |
63.25%
Dec 2004 – Dec 2009 |
45.91%
Feb 2000 – Feb 2010 |
29.50%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart