Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 1972.HK (____) | NA | 5.66% | -7.02% | 3.25% | -11.77% | -6.73% | -1.51% | … | … |
Data as of 08/23/2021, Common starting date is 01/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 1972.HK (____) | 01/04/2000 | 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.58 | 5.66 | -7.02 | 3.25 | -11.77 | -6.73 | -1.51 | … | … | -0.91 | -8.95 | -3.37 | 12.23 | 21.20 | -1.18 | 0.60 | 19.96 | -22.41 | -71.90 | -26.60 | 35.52 | 76.76 | -50.42 | 28.25 | 20.72 | 6.92 | 35.98 | 60.13 | -29.76 | -24.11 | 29.03 |
| Sharpe Ratio | NA | 0.26 | -0.27 | 0.10 | -0.22 | NA | NA | … | … | -0.05 | -0.28 | -0.18 | 0.45 | 1.16 | -0.07 | 0.02 | 1.00 | -0.87 | -0.46 | -0.96 | 1.33 | 1.94 | -0.98 | 0.77 | 1.08 | 0.29 | 1.33 | 1.90 | -0.99 | -0.67 | 0.57 |
| Standard Deviation(%) | NA | 25.79 | 29.07 | 25.72 | 55.22 | NA | NA | … | … | 26.48 | 32.92 | 27.19 | 24.14 | 17.83 | 20.16 | 23.91 | 20.00 | 25.86 | 156.83 | 27.62 | 26.67 | 39.55 | 52.22 | 33.08 | 16.22 | 16.65 | 26.27 | 31.36 | 31.07 | 40.24 | 44.35 |
| Draw Down(%) | NA | 10.91 | 47.00 | 47.00 | 83.74 | NA | NA | … | … | 10.86 | 35.65 | 32.71 | 17.88 | 9.22 | 15.27 | 21.35 | 16.42 | 32.50 | 81.73 | 41.28 | 18.34 | 27.23 | 63.19 | 19.92 | 11.25 | 13.30 | 23.35 | 22.38 | 42.97 | 53.03 | 27.78 |
| Yield(%) | 0.00 | 4.24 | 2.91 | 3.78 | 0.68 | 0.56 | 0.88 | … | … | 2.62 | 3.46 | 3.16 | 3.17 | 3.31 | 3.22 | 2.94 | 3.22 | 2.20 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2021, Common starting date is 01/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1972.HK (____) |
-45.71%
Dec 2010 – Dec 2013 |
-29.01%
Jan 2011 – Jan 2016 |
-13.73%
Dec 2010 – Dec 2020 |
-7.56%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1972.HK (____) |
37.23%
Apr 2003 – Apr 2006 |
29.23%
Dec 2002 – Dec 2007 |
10.98%
May 2001 – May 2011 |
0.64%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison Chart