Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 2313.HK (____) | NA | 66.54% | 24.60% | 32.24% | 35.43% | 34.41% | NA | … | … |
Data as of 08/23/2021, Common starting date is 11/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 2313.HK (____) | 11/24/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.87 | 66.54 | 24.60 | 32.24 | 35.43 | 34.41 | NA | … | … | 20.20 | 35.79 | 30.61 | 21.35 | 55.87 | 12.19 | 77.14 | -10.26 | 69.46 | 72.28 | 21.40 | -8.57 | 678.52 | -54.45 | 7.87 | 11.05 | 3.57 |
| Sharpe Ratio | NA | 1.72 | 0.62 | 0.90 | 0.99 | NA | NA | … | … | 0.76 | 0.81 | 1.00 | 0.57 | 2.05 | 0.40 | 2.06 | -0.32 | 1.82 | 2.20 | 0.59 | -0.21 | 11.80 | -0.55 | 0.13 | 0.22 | 0.97 |
| Standard Deviation(%) | NA | 39.72 | 38.60 | 35.00 | 35.24 | NA | NA | … | … | 43.80 | 43.81 | 29.12 | 35.31 | 27.02 | 30.00 | 37.41 | 32.23 | 38.10 | 33.24 | 36.20 | 41.82 | 57.47 | 100.10 | 36.27 | 35.79 | 43.27 |
| Draw Down(%) | NA | 21.97 | 37.64 | 37.64 | 37.64 | NA | NA | … | … | 21.97 | 37.64 | 15.37 | 18.86 | 11.75 | 17.62 | 14.86 | 21.77 | 21.74 | 20.77 | 29.43 | 31.01 | 15.12 | 68.88 | 26.59 | 21.87 | 17.74 |
| Yield(%) | 0.00 | 0.81 | 1.54 | 2.83 | 9.23 | 21.86 | 19.82 | … | … | 0.00 | 1.66 | 2.07 | 2.12 | 3.27 | 1.69 | 2.49 | 1.87 | 2.83 | 4.83 | 4.04 | 3.55 | 14.20 | 4.59 | 4.89 | 0.64 | 0.00 |
Data as of 08/23/2021, Common starting date is 11/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2313.HK (____) |
-21.29%
Feb 2006 – Feb 2009 |
19.98%
Jul 2015 – Jul 2020 |
25.20%
Mar 2010 – Mar 2020 |
33.03%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2313.HK (____) |
120.44%
Oct 2008 – Oct 2011 |
97.44%
Oct 2008 – Oct 2013 |
59.66%
Oct 2008 – Oct 2018 |
36.47%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart