Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0371.HK (______) | NA | -2.35% | -4.22% | -7.14% | 7.88% | 20.31% | NA | … | … |
Data as of 08/23/2021, Common starting date is 04/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0371.HK (______) | 04/15/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.32 | -2.35 | -4.22 | -7.14 | 7.88 | 20.31 | NA | … | … | -0.96 | -16.55 | 0.77 | -33.01 | 18.39 | -2.88 | 4.22 | 9.80 | 147.21 | -2.69 | -11.89 | 12.35 | 187.78 | 12.50 | 146.15 | 27.45 | -35.44 | -76.49 | 29.23 | -69.05 |
| Sharpe Ratio | NA | -0.09 | -0.18 | -0.27 | 0.21 | NA | NA | … | … | -0.07 | -0.51 | -0.03 | -0.98 | 0.81 | -0.07 | 0.09 | 0.26 | 3.96 | -0.08 | -0.25 | 0.31 | 2.91 | 0.07 | 1.10 | 0.14 | -0.26 | -0.45 | 0.17 | -0.83 |
| Standard Deviation(%) | NA | 22.60 | 28.14 | 28.75 | 35.74 | NA | NA | … | … | 21.98 | 32.67 | 24.69 | 35.12 | 21.95 | 42.90 | 44.14 | 37.16 | 37.21 | 35.41 | 47.38 | 39.63 | 64.42 | 154.45 | 131.27 | 172.69 | 143.95 | 170.52 | 170.14 | 98.38 |
| Draw Down(%) | NA | 16.91 | 42.46 | 56.82 | 57.42 | NA | NA | … | … | 16.91 | 33.33 | 21.45 | 39.96 | 11.49 | 34.62 | 29.11 | 26.18 | 14.63 | 40.12 | 54.45 | 29.69 | 29.73 | 82.11 | 60.50 | 76.29 | 82.00 | 90.00 | 61.54 | 76.15 |
| Yield(%) | 0.00 | 2.58 | 3.02 | 2.12 | 4.65 | 23.27 | 1.20 | … | … | 0.00 | 4.08 | 4.87 | 1.20 | 1.19 | 1.99 | 1.75 | 1.13 | 2.18 | 2.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2021, Common starting date is 04/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0371.HK (______) |
-54.62%
Oct 2003 – Oct 2006 |
-22.57%
May 2002 – May 2007 |
-7.45%
Jun 2002 – Jun 2012 |
5.05%
Jun 2002 – Jun 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0371.HK (______) |
111.42%
Oct 2006 – Oct 2009 |
80.73%
Feb 2006 – Feb 2011 |
45.92%
Nov 2005 – Nov 2015 |
25.02%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison Chart