Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 1177.HK (______) | NA | -31.38% | -0.01% | 13.36% | 27.59% | 25.40% | NA | … | … |
Data as of 08/23/2021, Common starting date is 05/12/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 1177.HK (______) | 05/12/2004 | 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 (%) | -2.88 | -31.38 | -0.01 | 13.36 | 27.59 | 25.40 | NA | … | … | -14.53 | 4.16 | 112.37 | -62.52 | 157.88 | -21.29 | 129.36 | 16.76 | 68.46 | 65.58 | -12.21 | 22.47 | 145.92 | -19.56 | 86.08 | -34.26 | 26.08 | 76.03 |
| Sharpe Ratio | NA | -0.74 | -0.01 | 0.24 | 0.55 | NA | NA | … | … | -0.51 | 0.06 | 2.50 | -0.93 | 4.27 | -0.50 | 2.17 | 0.46 | 1.64 | 1.59 | -0.32 | 0.43 | 2.14 | -0.35 | 1.65 | -0.88 | 0.44 | 3.24 |
| Standard Deviation(%) | NA | 40.44 | 56.74 | 53.59 | 49.81 | NA | NA | … | … | 43.17 | 68.60 | 44.35 | 68.31 | 37.09 | 42.96 | 59.61 | 36.24 | 41.68 | 41.64 | 38.29 | 52.16 | 68.29 | 57.55 | 50.46 | 42.77 | 53.80 | 43.52 |
| Draw Down(%) | NA | 32.45 | 54.64 | 76.71 | 76.71 | NA | NA | … | … | 30.35 | 38.74 | 17.27 | 74.98 | 11.33 | 32.01 | 21.15 | 23.64 | 17.65 | 22.18 | 26.86 | 31.67 | 39.67 | 55.57 | 34.14 | 44.98 | 45.68 | 17.47 |
| Yield(%) | 0.00 | 0.43 | 0.48 | 1.54 | 5.54 | 17.75 | 30.63 | … | … | 0.00 | 0.48 | 0.94 | 0.58 | 2.52 | 1.35 | 2.07 | 2.23 | 1.84 | 4.10 | 7.70 | 7.43 | 4.29 | 10.35 | 28.96 | 10.24 | 35.27 | 15.07 |
Data as of 08/23/2021, Common starting date is 05/12/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1177.HK (______) |
-12.44%
May 2018 – May 2021 |
10.91%
Dec 2015 – Dec 2020 |
22.73%
Apr 2005 – Apr 2015 |
23.48%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1177.HK (______) |
72.11%
May 2015 – May 2018 |
55.72%
Dec 2012 – Dec 2017 |
44.64%
May 2008 – May 2018 |
33.18%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison Chart