Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 1988.HK (____) | NA | -33.74% | -12.76% | -10.21% | -0.76% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 11/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 1988.HK (____) | 11/26/2009 | 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 (%) | -2.11 | -33.74 | -12.76 | -10.21 | -0.76 | NA | NA | … | … | -26.70 | -18.92 | 17.08 | -16.15 | -1.28 | 13.95 | -23.66 | 21.91 | 0.41 | 43.59 | 3.22 | 9.82 | -0.91 |
| Sharpe Ratio | NA | -1.16 | -0.57 | -0.48 | -0.04 | NA | NA | … | … | -1.27 | -0.77 | 0.85 | -0.69 | -0.11 | 0.59 | -0.67 | 0.69 | 0.01 | 1.46 | 0.08 | 0.33 | -0.44 |
| Standard Deviation(%) | NA | 28.82 | 23.74 | 22.67 | 29.78 | NA | NA | … | … | 30.33 | 24.70 | 18.43 | 25.16 | 18.26 | 23.39 | 35.25 | 31.76 | 40.88 | 30.10 | 38.14 | 29.69 | 21.46 |
| Draw Down(%) | NA | 36.93 | 43.00 | 51.14 | 56.95 | NA | NA | … | … | 36.93 | 30.37 | 14.57 | 28.81 | 20.33 | 18.56 | 40.20 | 19.45 | 39.05 | 23.61 | 42.79 | 18.04 | 8.87 |
| Yield(%) | 0.00 | 0.00 | 4.70 | 3.25 | 5.14 | 3.13 | 2.34 | … | … | 0.00 | 6.80 | 7.47 | 1.15 | 3.95 | 5.39 | 1.39 | 2.95 | 3.91 | 7.89 | 2.20 | 0.00 | 0.00 |
Data as of 08/23/2021, Common starting date is 11/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1988.HK (____) |
-14.24%
Jul 2018 – Jul 2021 |
-10.18%
Jul 2016 – Jul 2021 |
-1.72%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1988.HK (____) |
31.61%
Jan 2010 – Jan 2013 |
18.36%
May 2010 – May 2015 |
6.04%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart