Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0857.HK (______) | NA | 22.82% | -15.32% | -7.39% | -7.79% | -3.76% | 7.66% | … | … |
Data as of 08/23/2021, Common starting date is 04/07/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0857.HK (______) | 04/07/2000 | 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 (%) | -8.36 | 22.82 | -15.32 | -7.39 | -7.79 | -3.76 | 7.66 | … | … | 27.92 | -32.81 | -17.10 | -8.88 | -4.63 | 14.97 | -38.72 | 5.36 | -20.01 | 17.75 | -1.11 | 12.91 | 41.74 | -49.80 | 30.63 | 82.65 | 60.49 | -1.99 | 210.72 | 19.55 | 16.57 | 11.10 |
| Sharpe Ratio | NA | 0.60 | -0.45 | -0.26 | -0.27 | NA | NA | … | … | 1.03 | -0.81 | -0.84 | -0.33 | -0.30 | 0.43 | -1.15 | 0.22 | -0.87 | 0.80 | -0.04 | 0.47 | 1.00 | -0.73 | 0.63 | 2.83 | 2.27 | -0.10 | 6.51 | 0.89 | 0.41 | 0.19 |
| Standard Deviation(%) | NA | 39.64 | 35.30 | 31.24 | 30.10 | NA | NA | … | … | 45.68 | 40.87 | 21.94 | 31.27 | 17.64 | 34.47 | 33.71 | 24.25 | 23.08 | 22.34 | 32.16 | 27.04 | 41.72 | 69.54 | 43.72 | 28.16 | 25.68 | 30.17 | 32.28 | 20.76 | 35.05 | 58.59 |
| Draw Down(%) | NA | 23.79 | 64.28 | 64.37 | 78.16 | NA | NA | … | … | 23.79 | 46.90 | 32.04 | 25.72 | 24.22 | 17.72 | 51.05 | 30.34 | 29.47 | 20.61 | 24.34 | 21.71 | 34.78 | 69.33 | 32.06 | 26.04 | 20.66 | 32.64 | 11.12 | 15.17 | 27.37 | 37.70 |
| Yield(%) | 0.00 | 7.23 | 2.57 | 2.11 | 2.19 | 2.76 | 15.02 | … | … | 0.00 | 5.64 | 3.22 | 1.90 | 0.98 | 1.09 | 3.37 | 4.80 | 2.60 | 3.46 | 3.74 | 3.15 | 3.91 | 2.06 | 3.26 | 6.00 | 7.33 | 4.33 | 10.76 | 7.23 | 11.70 | 5.02 |
Data as of 08/23/2021, Common starting date is 04/07/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0857.HK (______) |
-24.12%
Jan 2018 – Jan 2021 |
-20.74%
Apr 2015 – Apr 2020 |
-11.12%
Jan 2011 – Jan 2021 |
-4.21%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0857.HK (______) |
81.47%
Mar 2003 – Mar 2006 |
76.77%
Oct 2002 – Oct 2007 |
30.35%
Mar 2001 – Mar 2011 |
17.78%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart