Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 1398.HK (____) | NA | -4.99% | -5.14% | 1.40% | 3.58% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 10/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 1398.HK (____) | 10/27/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | -4.99 | -5.14 | 1.40 | 3.58 | NA | NA | … | … | -12.92 | -11.21 | 12.78 | -7.26 | 42.50 | 5.97 | -13.05 | 15.26 | -0.01 | 24.70 | -17.98 | -5.51 | 63.57 | -25.29 | 15.72 | 37.78 |
| Sharpe Ratio | NA | -0.18 | -0.25 | 0.03 | 0.13 | NA | NA | … | … | -0.71 | -0.43 | 0.65 | -0.34 | 2.05 | 0.24 | -0.50 | 0.75 | 0.00 | 1.04 | -0.46 | -0.23 | 1.57 | -0.42 | 0.37 | 13.65 |
| Standard Deviation(%) | NA | 28.41 | 23.55 | 23.23 | 25.33 | NA | NA | … | … | 27.40 | 26.50 | 17.62 | 25.31 | 20.54 | 23.52 | 26.03 | 20.33 | 23.45 | 24.03 | 38.82 | 24.38 | 40.32 | 61.82 | 34.70 | 40.37 |
| Draw Down(%) | NA | 23.39 | 30.15 | 37.72 | 43.80 | NA | NA | … | … | 23.39 | 30.15 | 16.11 | 27.63 | 8.11 | 20.30 | 34.76 | 17.18 | 22.65 | 26.70 | 46.19 | 17.16 | 30.18 | 54.29 | 26.11 | 8.96 |
| Yield(%) | 0.00 | 0.00 | 3.34 | 4.33 | 4.94 | 5.99 | 4.49 | … | … | 0.00 | 4.75 | 5.24 | 3.72 | 5.75 | 6.24 | 5.46 | 6.28 | 4.19 | 4.26 | 3.12 | 2.69 | 3.90 | 2.32 | 0.32 | 0.00 |
Data as of 08/23/2021, Common starting date is 10/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1398.HK (____) |
-8.07%
Jan 2018 – Jan 2021 |
-4.33%
May 2011 – May 2016 |
1.58%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1398.HK (____) |
26.15%
Feb 2009 – Feb 2012 |
13.55%
Oct 2008 – Oct 2013 |
11.89%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart