Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0823.HK (______) | NA | 19.01% | 1.85% | 8.63% | 14.63% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 11/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0823.HK (______) | 11/06/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.01 | 1.85 | 8.63 | 14.63 | NA | NA | … | … | 3.82 | -10.78 | 7.38 | 13.43 | 49.06 | 13.37 | -0.53 | 34.28 | 1.14 | 40.62 | 23.78 | 31.29 | 62.32 | -20.62 | -0.61 |
| Sharpe Ratio | NA | 0.97 | 0.05 | 0.36 | 0.69 | NA | NA | … | … | 0.29 | -0.37 | 0.29 | 0.60 | 3.24 | 0.63 | -0.03 | 1.97 | 0.06 | 2.25 | 1.16 | 1.86 | 2.38 | -0.52 | -0.43 |
| Standard Deviation(%) | NA | 22.33 | 24.36 | 21.64 | 20.71 | NA | NA | … | … | 20.58 | 29.51 | 20.70 | 20.14 | 15.00 | 20.88 | 19.23 | 17.43 | 20.10 | 18.22 | 20.49 | 16.80 | 26.10 | 41.53 | 14.42 |
| Draw Down(%) | NA | 9.36 | 41.54 | 41.54 | 41.54 | NA | NA | … | … | 8.76 | 33.91 | 19.61 | 12.86 | 6.08 | 14.14 | 22.09 | 8.11 | 25.23 | 10.84 | 16.16 | 7.09 | 13.05 | 40.36 | 4.46 |
| Yield(%) | 0.00 | 2.25 | 3.07 | 4.11 | 7.42 | 9.30 | 6.98 | … | … | 0.00 | 3.49 | 3.61 | 3.54 | 4.64 | 4.82 | 3.86 | 4.70 | 4.02 | 4.82 | 5.02 | 5.30 | 7.26 | 4.58 | 2.12 |
Data as of 08/23/2021, Common starting date is 11/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0823.HK (______) |
0.07%
Oct 2017 – Oct 2020 |
8.68%
Jul 2016 – Jul 2021 |
13.84%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0823.HK (______) |
38.84%
Apr 2010 – Apr 2013 |
30.27%
Oct 2008 – Oct 2013 |
25.39%
Dec 2008 – Dec 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart