Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0659.HK (_____) | NA | 14.35% | -13.96% | -5.90% | 1.64% | 7.02% | NA | … | … |
Data as of 08/23/2021, Common starting date is 02/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0659.HK (_____) | 02/24/2003 | 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 (%) | -0.67 | 14.35 | -13.96 | -5.90 | 1.64 | 7.02 | NA | … | … | 7.15 | -28.92 | -29.03 | 19.70 | 17.18 | 14.50 | -14.81 | 26.48 | -6.00 | 21.62 | 3.94 | 114.80 | 32.95 | -47.96 | 45.53 | 65.49 | 9.00 | 71.13 | 277.60 |
| Sharpe Ratio | NA | 0.69 | -0.41 | -0.21 | 0.04 | NA | NA | … | … | 0.41 | -0.62 | -1.06 | 0.75 | 0.76 | 0.58 | -0.48 | 1.02 | -0.20 | 1.05 | 0.11 | 2.27 | 0.67 | -0.73 | 0.69 | 2.11 | 0.27 | 1.52 | 5.90 |
| Standard Deviation(%) | NA | 30.65 | 36.13 | 31.09 | 29.24 | NA | NA | … | … | 27.88 | 46.72 | 28.68 | 24.59 | 21.99 | 24.72 | 30.59 | 25.90 | 29.91 | 20.65 | 35.09 | 50.53 | 49.29 | 66.70 | 62.04 | 29.62 | 24.90 | 46.32 | 62.84 |
| Draw Down(%) | NA | 19.38 | 70.49 | 70.49 | 70.49 | NA | NA | … | … | 19.38 | 48.58 | 49.55 | 13.02 | 13.47 | 13.01 | 36.89 | 12.95 | 28.17 | 15.08 | 29.06 | 12.98 | 25.31 | 72.37 | 44.16 | 19.22 | 13.91 | 26.63 | 28.00 |
| Yield(%) | 0.00 | 8.29 | 4.54 | 4.91 | 5.94 | 6.85 | 47.91 | … | … | 3.86 | 5.23 | 3.66 | 5.48 | 5.51 | 5.70 | 4.10 | 4.91 | 4.01 | 6.50 | 5.66 | 17.24 | 9.25 | 5.89 | 4.85 | 6.25 | 10.83 | 8.65 | 15.35 |
Data as of 08/23/2021, Common starting date is 02/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0659.HK (_____) |
-23.25%
Sep 2017 – Sep 2020 |
-8.86%
May 2015 – May 2020 |
-0.36%
Jan 2011 – Jan 2021 |
7.26%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0659.HK (_____) |
103.81%
Apr 2003 – Apr 2006 |
72.48%
Mar 2003 – Mar 2008 |
41.46%
Apr 2003 – Apr 2013 |
28.97%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart