Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0386.HK (________) | NA | 1.48% | -17.17% | -3.15% | 3.63% | 6.55% | 13.71% | … | … |
Data as of 08/23/2021, Common starting date is 10/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0386.HK (________) | 10/19/2000 | 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 (%) | -4.35 | 1.48 | -17.17 | -3.15 | 3.63 | 6.55 | 13.71 | … | … | 1.44 | -19.52 | -11.91 | 4.90 | 9.78 | 21.09 | -21.84 | 2.90 | -2.45 | 14.97 | 15.16 | 12.53 | 53.41 | -58.98 | 67.42 | 95.38 | 26.71 | -7.02 | 182.09 | 35.03 | -6.24 | -20.65 |
| Sharpe Ratio | NA | 0.07 | -0.55 | -0.14 | 0.11 | NA | NA | … | … | 0.06 | -0.55 | -0.67 | 0.11 | 0.53 | 0.65 | -0.70 | 0.10 | -0.10 | 0.62 | 0.49 | 0.48 | 1.29 | -0.79 | 1.32 | 2.64 | 0.92 | -0.19 | 2.77 | 1.12 | -0.20 | -1.57 |
| Standard Deviation(%) | NA | 38.23 | 32.39 | 28.76 | 29.90 | NA | NA | … | … | 40.44 | 36.03 | 19.80 | 32.27 | 17.31 | 32.00 | 31.08 | 28.42 | 24.19 | 24.38 | 30.72 | 25.67 | 41.23 | 75.52 | 49.18 | 35.09 | 26.67 | 41.68 | 65.53 | 30.29 | 44.10 | 47.09 |
| Draw Down(%) | NA | 24.18 | 55.91 | 55.91 | 55.91 | NA | NA | … | … | 24.18 | 33.33 | 33.73 | 30.99 | 12.48 | 17.09 | 40.49 | 26.45 | 28.18 | 30.20 | 24.28 | 17.17 | 30.61 | 67.12 | 24.65 | 29.52 | 19.52 | 36.36 | 31.48 | 15.28 | 39.39 | 30.00 |
| Yield(%) | 0.00 | 2.24 | 3.78 | 5.85 | 5.53 | 7.37 | 23.97 | … | … | 0.00 | 6.12 | 7.24 | 9.32 | 5.60 | 3.63 | 3.96 | 4.75 | 3.35 | 5.69 | 4.80 | 4.31 | 4.74 | 1.89 | 2.94 | 4.09 | 4.80 | 1.33 | 8.81 | 11.95 | 8.62 | 0.00 |
Data as of 08/23/2021, Common starting date is 10/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0386.HK (________) |
-17.38%
Jul 2018 – Jul 2021 |
-7.99%
Jun 2015 – Jun 2020 |
1.88%
Oct 2010 – Oct 2020 |
6.94%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0386.HK (________) |
64.15%
Oct 2004 – Oct 2007 |
63.46%
Oct 2002 – Oct 2007 |
28.97%
Jan 2002 – Jan 2012 |
21.07%
Jan 2002 – Jan 2017 |
Annualized Rolling Returns Comparison Chart