Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 1088.HK (____) | NA | 23.32% | 4.70% | 10.75% | -1.58% | 5.35% | NA | … | … |
Data as of 08/23/2021, Common starting date is 06/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 1088.HK (____) | 06/15/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | 23.32 | 4.70 | 10.75 | -1.58 | 5.35 | NA | … | … | 5.75 | 8.92 | 0.80 | -5.38 | 42.50 | 22.73 | -44.37 | -1.22 | -24.70 | 4.03 | 5.55 | -12.74 | 136.71 | -64.46 | 153.02 | 122.27 | 16.44 |
| Sharpe Ratio | NA | 0.65 | 0.13 | 0.32 | -0.06 | NA | NA | … | … | 0.23 | 0.29 | -0.03 | -0.18 | 1.34 | 0.60 | -1.27 | -0.05 | -0.78 | 0.15 | 0.15 | -0.38 | 2.93 | -0.77 | 2.93 | 3.31 | 1.19 |
| Standard Deviation(%) | NA | 34.81 | 30.32 | 31.57 | 32.33 | NA | NA | … | … | 40.52 | 29.88 | 22.26 | 36.29 | 31.31 | 37.47 | 34.86 | 25.81 | 31.91 | 27.17 | 37.58 | 33.72 | 46.69 | 84.30 | 51.48 | 36.11 | 24.91 |
| Draw Down(%) | NA | 19.93 | 33.06 | 41.49 | 66.64 | NA | NA | … | … | 19.93 | 24.19 | 21.48 | 29.38 | 14.58 | 17.91 | 49.06 | 21.55 | 46.03 | 29.25 | 31.51 | 31.57 | 25.67 | 82.51 | 30.11 | 26.16 | 13.04 |
| Yield(%) | 0.00 | 0.00 | 7.04 | 9.00 | 3.18 | 6.15 | 8.87 | … | … | 0.00 | 15.93 | 6.18 | 9.66 | 3.20 | 2.83 | 4.01 | 4.78 | 2.60 | 2.56 | 2.33 | 1.33 | 2.94 | 0.65 | 1.70 | 1.46 | 0.00 |
Data as of 08/23/2021, Common starting date is 06/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1088.HK (____) |
-26.20%
Jan 2013 – Jan 2016 |
-17.58%
May 2011 – May 2016 |
-6.55%
Oct 2007 – Oct 2017 |
4.96%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1088.HK (____) |
54.21%
Jul 2005 – Jul 2008 |
34.30%
Oct 2005 – Oct 2010 |
8.88%
Jul 2005 – Jul 2015 |
8.58%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart