Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0700.HK (____) | NA | -15.93% | 6.61% | 16.50% | 29.25% | 39.18% | NA | … | … |
Data as of 08/23/2021, Common starting date is 06/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0700.HK (____) | 06/16/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.41 | -15.93 | 6.61 | 16.50 | 29.25 | 39.18 | NA | … | … | -23.09 | 50.16 | 19.95 | -22.49 | 114.52 | 24.77 | 35.86 | 13.98 | 102.09 | 62.22 | -6.41 | 1.16 | 243.82 | -15.48 | 116.61 | 233.73 | 79.46 | 11.45 |
| Sharpe Ratio | NA | -0.35 | 0.14 | 0.44 | 0.86 | NA | NA | … | … | -0.67 | 0.92 | 0.74 | -0.63 | 4.85 | 0.98 | 1.15 | 0.41 | 3.65 | 2.23 | -0.15 | 0.03 | 5.40 | -0.24 | 2.14 | 4.64 | 1.66 | 0.40 |
| Standard Deviation(%) | NA | 47.06 | 41.89 | 35.88 | 33.63 | NA | NA | … | … | 50.12 | 53.78 | 25.16 | 37.66 | 23.60 | 25.04 | 31.29 | 33.97 | 27.99 | 28.14 | 42.52 | 34.32 | 45.17 | 68.02 | 53.29 | 50.05 | 46.55 | 51.62 |
| Draw Down(%) | NA | 45.05 | 45.05 | 46.75 | 46.75 | NA | NA | … | … | 45.05 | 19.83 | 19.85 | 46.75 | 14.88 | 17.64 | 26.74 | 25.42 | 16.60 | 14.13 | 35.35 | 28.37 | 20.23 | 47.04 | 31.12 | 20.89 | 23.28 | 23.60 |
| Yield(%) | 0.00 | 0.00 | 0.09 | 0.25 | 1.55 | 13.36 | 40.82 | … | … | 0.00 | 0.00 | 0.33 | 0.21 | 0.33 | 0.32 | 0.32 | 0.24 | 2.09 | 2.39 | 1.58 | 1.17 | 2.44 | 1.39 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2021, Common starting date is 06/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0700.HK (____) |
6.36%
Jul 2018 – Jul 2021 |
20.97%
Mar 2015 – Mar 2020 |
27.37%
Jul 2011 – Jul 2021 |
40.16%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0700.HK (____) |
142.99%
Oct 2004 – Oct 2007 |
106.66%
Dec 2004 – Dec 2009 |
68.88%
Aug 2004 – Aug 2014 |
51.94%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart