Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0960.HK (____) | NA | -10.40% | 20.16% | 26.77% | 15.38% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 11/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0960.HK (____) | 11/19/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.40 | -10.40 | 20.16 | 26.77 | 15.38 | NA | NA | … | … | -20.93 | 28.84 | 64.49 | 19.51 | 108.64 | -11.19 | 19.07 | -5.12 | -27.56 | 75.64 | -18.21 | 24.91 | 9.11 |
| Sharpe Ratio | NA | -0.20 | 0.54 | 0.70 | 0.41 | NA | NA | … | … | -0.77 | 0.77 | 1.98 | 0.41 | 3.05 | -0.40 | 0.54 | -0.18 | -1.03 | 2.04 | -0.35 | 0.69 | 2.03 |
| Standard Deviation(%) | NA | 37.71 | 36.16 | 36.96 | 36.51 | NA | NA | … | … | 40.00 | 36.81 | 31.91 | 44.31 | 35.59 | 28.49 | 35.36 | 29.22 | 26.90 | 37.53 | 52.19 | 35.79 | 58.63 |
| Draw Down(%) | NA | 34.42 | 34.42 | 39.25 | 44.18 | NA | NA | … | … | 34.42 | 20.96 | 16.22 | 39.25 | 20.12 | 25.74 | 38.62 | 23.93 | 31.78 | 16.29 | 51.52 | 21.03 | 20.00 |
| Yield(%) | 0.00 | 1.17 | 4.31 | 5.89 | 4.59 | 4.42 | 3.32 | … | … | 0.00 | 3.76 | 6.83 | 0.00 | 7.71 | 3.81 | 3.32 | 2.60 | 1.28 | 1.99 | 0.96 | 0.76 | 0.00 |
Data as of 08/23/2021, Common starting date is 11/19/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0960.HK (____) |
-10.01%
Jan 2013 – Jan 2016 |
-1.49%
Mar 2011 – Mar 2016 |
14.70%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0960.HK (____) |
60.07%
Dec 2016 – Dec 2019 |
41.91%
Feb 2016 – Feb 2021 |
20.66%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart