Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 1928.HK (________) | NA | -34.37% | -13.84% | -3.01% | 4.71% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 11/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 1928.HK (________) | 11/30/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.15 | -34.37 | -13.84 | -3.01 | 4.71 | NA | NA | … | … | -35.24 | -16.12 | 28.23 | -11.25 | 26.87 | 36.57 | -26.09 | -37.90 | 93.16 | 61.52 | 28.51 | 80.55 | 1.61 |
| Sharpe Ratio | NA | -1.03 | -0.39 | -0.11 | 0.11 | NA | NA | … | … | -1.38 | -0.39 | 0.89 | -0.34 | 1.22 | 0.94 | -0.60 | -1.01 | 2.92 | 1.60 | 0.46 | 1.85 | 0.51 |
| Standard Deviation(%) | NA | 34.42 | 37.43 | 33.77 | 38.61 | NA | NA | … | … | 35.68 | 41.55 | 29.97 | 37.10 | 21.60 | 38.64 | 43.62 | 37.38 | 31.86 | 38.75 | 61.33 | 43.53 | 39.22 |
| Draw Down(%) | NA | 45.15 | 49.72 | 49.72 | 65.97 | NA | NA | … | … | 45.15 | 40.37 | 21.36 | 35.90 | 11.26 | 21.28 | 39.36 | 42.74 | 17.21 | 33.84 | 39.60 | 24.44 | 11.59 |
| Yield(%) | 0.00 | 0.00 | 2.66 | 4.52 | 7.13 | 10.85 | 8.14 | … | … | 0.00 | 2.32 | 6.07 | 5.08 | 5.89 | 7.55 | 5.30 | 2.71 | 3.72 | 5.20 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2021, Common starting date is 11/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1928.HK (________) |
-15.80%
Feb 2014 – Feb 2017 |
-6.73%
Dec 2013 – Dec 2018 |
5.62%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1928.HK (________) |
58.86%
Dec 2010 – Dec 2013 |
35.07%
Dec 2009 – Dec 2014 |
20.68%
Dec 2009 – Dec 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart