Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 2007.HK (___) | NA | -19.32% | -8.00% | 21.02% | 14.50% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 04/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 2007.HK (___) | 04/20/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.66 | -19.32 | -8.00 | 21.02 | 14.50 | NA | NA | … | … | -23.60 | -8.64 | 38.35 | -33.50 | 252.64 | 42.82 | 14.09 | -28.04 | 18.88 | 39.52 | 0.96 | 3.97 | 55.52 | -78.68 | 24.35 |
| Sharpe Ratio | NA | -0.57 | -0.24 | 0.51 | 0.34 | NA | NA | … | … | -0.96 | -0.24 | 1.19 | -0.68 | 5.70 | 1.54 | 0.42 | -0.65 | 0.48 | 0.93 | 0.02 | 0.10 | 1.00 | -1.11 | 0.87 |
| Standard Deviation(%) | NA | 33.10 | 36.61 | 40.03 | 41.37 | NA | NA | … | … | 35.81 | 36.34 | 31.14 | 51.54 | 44.53 | 27.47 | 33.87 | 43.01 | 39.62 | 43.03 | 56.01 | 39.49 | 55.16 | 71.82 | 38.91 |
| Draw Down(%) | NA | 32.50 | 38.82 | 55.61 | 55.61 | NA | NA | … | … | 29.10 | 38.82 | 27.79 | 55.61 | 16.21 | 15.06 | 39.64 | 39.87 | 22.62 | 29.62 | 51.84 | 32.63 | 30.15 | 86.87 | 35.45 |
| Yield(%) | 0.00 | 2.24 | 3.91 | 10.83 | 8.81 | 2.94 | 2.20 | … | … | 0.00 | 4.70 | 6.68 | 3.21 | 6.65 | 5.21 | 10.67 | 4.81 | 3.28 | 0.00 | 3.79 | 1.62 | 1.61 | 1.10 | 0.00 |
Data as of 08/23/2021, Common starting date is 04/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2007.HK (___) |
-41.51%
Sep 2007 – Sep 2010 |
-24.64%
Aug 2007 – Aug 2012 |
2.08%
Aug 2007 – Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2007.HK (___) |
86.50%
Jan 2015 – Jan 2018 |
41.03%
Mar 2013 – Mar 2018 |
26.27%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart