Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 2318.HK (____) | NA | -21.92% | -3.99% | 10.95% | 8.70% | 13.06% | NA | … | … |
Data as of 08/23/2021, Common starting date is 06/24/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 2318.HK (____) | 06/24/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.38 | -21.92 | -3.99 | 10.95 | 8.70 | 13.06 | NA | … | … | -33.26 | 3.15 | 35.26 | -12.84 | 114.12 | -8.16 | 9.75 | 17.18 | 9.08 | 28.45 | -40.09 | 29.77 | 82.23 | -54.00 | 97.67 | 204.25 | 8.80 | 29.47 |
| Sharpe Ratio | NA | -0.85 | -0.19 | 0.39 | 0.27 | NA | NA | … | … | -1.54 | 0.10 | 1.63 | -0.50 | 4.41 | -0.29 | 0.28 | 0.66 | 0.33 | 0.97 | -0.80 | 0.96 | 1.68 | -0.70 | 2.05 | 4.92 | 0.35 | 2.24 |
| Standard Deviation(%) | NA | 27.57 | 25.33 | 25.96 | 31.06 | NA | NA | … | … | 30.44 | 28.16 | 20.71 | 28.33 | 25.89 | 28.48 | 34.83 | 26.10 | 27.45 | 29.68 | 49.96 | 30.98 | 48.99 | 78.67 | 46.39 | 41.09 | 19.14 | 27.86 |
| Draw Down(%) | NA | 38.51 | 38.51 | 38.51 | 49.57 | NA | NA | … | … | 38.51 | 28.78 | 12.65 | 28.09 | 15.31 | 28.84 | 41.61 | 19.08 | 30.34 | 21.87 | 55.90 | 18.48 | 29.58 | 70.56 | 33.33 | 20.67 | 12.31 | 10.38 |
| Yield(%) | 0.00 | 0.00 | 1.27 | 2.73 | 2.57 | 5.56 | 10.50 | … | … | 0.00 | 0.00 | 3.14 | 2.31 | 3.12 | 1.58 | 0.90 | 2.56 | 1.69 | 1.53 | 1.45 | 1.45 | 0.74 | 1.74 | 1.85 | 1.61 | 2.18 | 0.00 |
Data as of 08/23/2021, Common starting date is 06/24/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2318.HK (____) |
-10.65%
Apr 2011 – Apr 2014 |
-10.05%
Sep 2007 – Sep 2012 |
2.86%
Sep 2007 – Sep 2017 |
14.90%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2318.HK (____) |
114.21%
Sep 2004 – Sep 2007 |
49.22%
Jul 2004 – Jul 2009 |
27.22%
Apr 2005 – Apr 2015 |
23.67%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart