Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 1929.HK (___) | NA | 78.91% | 31.49% | 24.12% | NA | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 12/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 1929.HK (___) | 12/15/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.38 | 78.91 | 31.49 | 24.12 | NA | NA | NA | … | … | 47.90 | 34.95 | 19.48 | -16.92 | 41.92 | 23.01 | -50.26 | -7.33 | -4.27 | -9.12 | 1.16 |
| Sharpe Ratio | NA | 2.02 | 0.79 | 0.66 | NA | NA | NA | … | … | 1.87 | 0.88 | 0.51 | -0.51 | 1.55 | 0.68 | -1.54 | -0.27 | -0.14 | -0.25 | 1.55 |
| Standard Deviation(%) | NA | 39.44 | 38.98 | 35.50 | NA | NA | NA | … | … | 45.16 | 39.07 | 35.58 | 35.69 | 26.77 | 33.60 | 32.64 | 26.88 | 30.74 | 37.37 | 21.86 |
| Draw Down(%) | NA | 21.50 | 39.88 | 50.07 | NA | NA | NA | … | … | 21.50 | 39.88 | 25.71 | 40.92 | 13.71 | 15.49 | 53.07 | 29.61 | 41.48 | 43.93 | 3.13 |
| Yield(%) | 0.00 | 1.95 | 3.57 | 4.11 | 1.73 | 1.15 | 0.86 | … | … | 0.00 | 3.71 | 4.98 | 3.65 | 3.59 | 4.51 | 2.10 | 2.76 | 2.57 | 1.13 | 0.00 |
Data as of 08/23/2021, Common starting date is 12/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1929.HK (___) |
-26.34%
Jan 2013 – Jan 2016 |
-12.16%
Jan 2012 – Jan 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1929.HK (___) |
32.36%
Jul 2018 – Jul 2021 |
30.13%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart