Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0883.HK (______) | NA | -3.95% | -13.02% | -0.97% | -2.52% | 4.54% | NA | … | … |
Data as of 08/23/2021, Common starting date is 03/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0883.HK (______) | 03/17/2004 | 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 (%) | -5.69 | -3.95 | -13.02 | -0.97 | -2.52 | 4.54 | NA | … | … | 8.50 | -44.60 | 10.57 | 12.73 | 21.28 | 24.88 | -18.49 | -24.60 | -10.64 | 27.30 | -24.08 | 55.41 | 75.76 | -43.80 | 86.02 | 48.35 | 25.33 | 24.91 |
| Sharpe Ratio | NA | -0.09 | -0.33 | -0.05 | -0.08 | NA | NA | … | … | 0.31 | -0.74 | 0.32 | 0.34 | 1.17 | 0.66 | -0.46 | -0.86 | -0.46 | 1.06 | -0.58 | 1.69 | 1.67 | -0.58 | 1.82 | 1.75 | 0.78 | 0.85 |
| Standard Deviation(%) | NA | 48.68 | 42.00 | 35.24 | 34.63 | NA | NA | … | … | 44.43 | 60.05 | 29.06 | 33.82 | 17.70 | 37.25 | 40.07 | 28.48 | 23.15 | 26.00 | 41.78 | 32.73 | 45.20 | 77.17 | 45.86 | 25.91 | 29.85 | 36.97 |
| Draw Down(%) | NA | 31.77 | 56.97 | 56.97 | 58.28 | NA | NA | … | … | 25.96 | 53.42 | 24.91 | 26.11 | 13.11 | 20.45 | 41.54 | 36.44 | 27.52 | 25.21 | 43.93 | 16.77 | 25.85 | 72.85 | 29.31 | 22.15 | 19.94 | 21.48 |
| Yield(%) | 0.00 | 0.00 | 2.67 | 3.91 | 3.09 | 6.16 | 9.66 | … | … | 0.00 | 0.00 | 6.45 | 5.23 | 4.38 | 4.68 | 5.23 | 3.95 | 3.33 | 3.01 | 2.54 | 3.37 | 5.22 | 2.71 | 3.71 | 4.15 | 1.86 | 0.87 |
Data as of 08/23/2021, Common starting date is 03/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0883.HK (______) |
-18.11%
Dec 2012 – Dec 2015 |
-11.90%
Dec 2010 – Dec 2015 |
-4.39%
Jul 2011 – Jul 2021 |
4.86%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0883.HK (______) |
63.64%
Oct 2004 – Oct 2007 |
33.47%
Dec 2005 – Dec 2010 |
19.88%
Apr 2004 – Apr 2014 |
15.31%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart