Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0551.HK (____) | NA | 20.00% | -6.03% | -10.09% | 1.04% | 1.97% | NA | … | … |
Data as of 08/23/2021, Common starting date is 03/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0551.HK (____) | 03/11/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.98 | 20.00 | -6.03 | -10.09 | 1.04 | 1.97 | NA | … | … | -7.06 | -25.61 | -1.51 | -12.92 | 13.88 | 11.20 | -1.39 | 12.97 | 5.41 | 9.38 | -8.85 | 28.01 | 56.01 | -43.04 | 17.43 | 18.06 | 4.46 | 3.63 | 46.91 |
| Sharpe Ratio | NA | 0.54 | -0.17 | -0.28 | 0.02 | NA | NA | … | … | -0.26 | -0.49 | -0.10 | -0.34 | 0.45 | 0.38 | -0.05 | 0.47 | 0.18 | 0.32 | -0.27 | 0.98 | 1.25 | -0.89 | 0.42 | 0.50 | 0.09 | 0.10 | 1.81 |
| Standard Deviation(%) | NA | 42.46 | 40.88 | 39.01 | 34.62 | NA | NA | … | … | 42.18 | 52.46 | 28.70 | 42.23 | 29.35 | 28.97 | 27.96 | 27.29 | 29.23 | 29.83 | 32.37 | 28.47 | 44.69 | 49.31 | 34.62 | 29.60 | 25.59 | 26.92 | 33.12 |
| Draw Down(%) | NA | 29.36 | 61.35 | 69.99 | 69.99 | NA | NA | … | … | 29.36 | 58.85 | 23.54 | 46.14 | 19.94 | 22.63 | 19.24 | 18.80 | 30.46 | 21.37 | 35.76 | 18.20 | 23.67 | 54.90 | 20.99 | 20.80 | 21.98 | 26.38 | 15.26 |
| Yield(%) | 0.00 | 0.00 | 4.14 | 3.33 | 5.04 | 4.68 | 6.00 | … | … | 0.00 | 3.01 | 5.99 | 4.80 | 4.78 | 4.72 | 4.37 | 4.41 | 4.73 | 3.80 | 3.19 | 3.88 | 5.66 | 3.02 | 3.31 | 3.57 | 3.37 | 3.27 | 1.55 |
Data as of 08/23/2021, Common starting date is 03/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0551.HK (____) |
-25.47%
May 2017 – May 2020 |
-11.53%
May 2015 – May 2020 |
-3.65%
Mar 2010 – Mar 2020 |
-0.60%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0551.HK (____) |
26.35%
Feb 2009 – Feb 2012 |
16.38%
Nov 2008 – Nov 2013 |
11.51%
Jan 2009 – Jan 2019 |
6.19%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart