Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0388.HK (_____) | NA | 30.97% | 32.59% | 23.51% | 15.64% | 19.21% | 24.35% | … | … |
Data as of 08/23/2021, Common starting date is 06/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0388.HK (_____) | 06/27/2000 | 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 (%) | 0.04 | 30.97 | 32.59 | 23.51 | 15.64 | 19.21 | 24.35 | … | … | 16.32 | 71.59 | 14.63 | -2.87 | 33.92 | -5.25 | 18.50 | 35.74 | 0.60 | 9.91 | -27.64 | 30.37 | 95.67 | -65.00 | 165.00 | 173.95 | 61.09 | 29.88 | 81.96 | -14.89 | -32.09 | 120.74 |
| Sharpe Ratio | NA | 0.91 | 1.04 | 0.83 | 0.53 | NA | NA | … | … | 0.63 | 2.25 | 0.58 | -0.15 | 1.62 | -0.24 | 0.45 | 1.44 | 0.03 | 0.39 | -0.82 | 1.17 | 2.10 | -1.04 | 3.47 | 4.96 | 2.99 | 0.90 | 2.36 | -0.47 | -0.73 | 6.03 |
| Standard Deviation(%) | NA | 35.88 | 30.68 | 27.60 | 28.90 | NA | NA | … | … | 42.09 | 31.49 | 22.68 | 27.32 | 20.68 | 22.53 | 41.30 | 24.81 | 19.91 | 25.77 | 33.79 | 25.80 | 45.54 | 63.17 | 47.01 | 34.65 | 19.73 | 32.32 | 34.40 | 34.36 | 47.77 | 60.61 |
| Draw Down(%) | NA | 22.36 | 23.65 | 33.36 | 46.79 | NA | NA | … | … | 22.36 | 23.65 | 19.96 | 33.36 | 13.45 | 18.49 | 42.41 | 12.86 | 23.03 | 30.68 | 45.26 | 22.68 | 35.76 | 75.15 | 24.85 | 29.72 | 11.46 | 31.92 | 20.31 | 38.28 | 57.41 | 21.34 |
| Yield(%) | 0.00 | 2.14 | 2.69 | 3.30 | 3.54 | 8.97 | 32.43 | … | … | 1.01 | 2.57 | 3.06 | 2.60 | 2.49 | 2.59 | 3.07 | 2.75 | 2.30 | 3.11 | 2.48 | 2.87 | 4.71 | 2.77 | 3.35 | 4.73 | 4.58 | 4.67 | 6.12 | 2.77 | 1.83 | 0.99 |
Data as of 08/23/2021, Common starting date is 06/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0388.HK (_____) |
-10.46%
Sep 2007 – Sep 2010 |
-10.16%
Sep 2007 – Sep 2012 |
1.31%
Oct 2007 – Oct 2017 |
18.56%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0388.HK (_____) |
151.84%
Oct 2004 – Oct 2007 |
98.60%
Sep 2002 – Sep 2007 |
36.96%
Mar 2003 – Mar 2013 |
30.22%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart