Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 1288.HK (____) | NA | -4.76% | -7.56% | 0.74% | 1.31% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 07/16/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 1288.HK (____) | 07/16/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | -4.76 | -7.56 | 0.74 | 1.31 | NA | NA | … | … | -8.45 | -11.56 | 6.09 | -0.97 | 20.81 | 7.42 | -14.40 | 9.58 | 5.63 | 20.95 | -13.03 | 19.27 |
| Sharpe Ratio | NA | -0.21 | -0.36 | 0.00 | 0.04 | NA | NA | … | … | -0.47 | -0.43 | 0.32 | -0.09 | 1.23 | 0.33 | -0.61 | 0.47 | 0.22 | 0.79 | -0.30 | 1.84 |
| Standard Deviation(%) | NA | 28.23 | 23.32 | 22.72 | 25.62 | NA | NA | … | … | 27.68 | 27.63 | 14.49 | 27.08 | 16.52 | 21.46 | 23.69 | 20.21 | 25.19 | 26.75 | 43.01 | 25.03 |
| Draw Down(%) | NA | 21.23 | 29.72 | 41.67 | 41.67 | NA | NA | … | … | 21.23 | 26.12 | 18.16 | 27.94 | 6.42 | 21.14 | 32.64 | 19.69 | 27.51 | 26.01 | 51.04 | 14.70 |
| Yield(%) | 0.00 | 0.00 | 3.55 | 5.14 | 4.66 | 3.82 | 2.86 | … | … | 0.00 | 5.74 | 5.85 | 5.84 | 6.06 | 6.41 | 5.78 | 5.85 | 4.85 | 4.69 | 1.59 | 0.00 |
Data as of 08/23/2021, Common starting date is 07/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1288.HK (____) |
-11.44%
Jan 2018 – Jan 2021 |
-5.18%
May 2011 – May 2016 |
0.38%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1288.HK (____) |
20.38%
Feb 2016 – Feb 2019 |
11.73%
Aug 2012 – Aug 2017 |
2.42%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart