Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0998.HK (____) | NA | 4.13% | -5.96% | -2.45% | 3.04% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 04/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0998.HK (____) | 04/27/2007 | 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 (%) | -1.94 | 4.13 | -5.96 | -2.45 | 3.04 | NA | NA | … | … | 7.29 | -24.03 | 3.96 | 2.87 | 4.44 | 3.75 | -19.29 | 58.14 | -5.26 | 10.10 | -8.51 | -22.45 | 155.49 | -43.80 | -27.84 |
| Sharpe Ratio | NA | 0.14 | -0.28 | -0.14 | 0.10 | NA | NA | … | … | 0.42 | -0.88 | 0.14 | 0.06 | 0.27 | 0.17 | -0.71 | 2.09 | -0.17 | 0.36 | -0.23 | -0.66 | 3.48 | -0.66 | -1.11 |
| Standard Deviation(%) | NA | 27.00 | 23.66 | 22.73 | 26.70 | NA | NA | … | … | 27.69 | 27.51 | 17.83 | 27.71 | 14.35 | 21.07 | 27.09 | 27.76 | 30.48 | 27.92 | 36.94 | 33.98 | 44.71 | 67.27 | 36.91 |
| Draw Down(%) | NA | 18.54 | 36.78 | 46.62 | 46.62 | NA | NA | … | … | 18.54 | 32.51 | 21.77 | 26.93 | 12.18 | 19.72 | 40.00 | 14.01 | 35.61 | 28.01 | 46.96 | 36.67 | 19.82 | 63.67 | 27.84 |
| Yield(%) | 0.00 | 0.00 | 3.59 | 4.26 | 4.93 | 2.40 | 1.80 | … | … | 0.00 | 5.52 | 5.62 | 6.30 | 4.85 | 5.17 | 0.00 | 7.61 | 3.08 | 3.88 | 1.43 | 1.37 | 3.27 | 2.22 | 0.00 |
Data as of 08/23/2021, Common starting date is 04/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0998.HK (____) |
-13.54%
Jan 2018 – Jan 2021 |
-7.71%
Apr 2015 – Apr 2020 |
-0.84%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0998.HK (____) |
26.64%
Oct 2008 – Oct 2011 |
17.62%
Oct 2008 – Oct 2013 |
12.19%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart