Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 2319.HK (____) | NA | 21.46% | 24.57% | 27.62% | 14.13% | 16.39% | NA | … | … |
Data as of 08/23/2021, Common starting date is 06/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 2319.HK (____) | 06/10/2004 | 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 (%) | -0.57 | 21.46 | 24.57 | 27.62 | 14.13 | 16.39 | NA | … | … | -7.48 | 49.56 | 29.96 | 5.55 | 56.62 | 19.67 | -59.80 | -11.87 | 69.19 | 23.46 | -10.72 | -25.24 | 176.79 | -64.31 | 41.12 | 209.27 | 12.50 | 25.13 |
| Sharpe Ratio | NA | 0.70 | 0.69 | 0.78 | 0.39 | NA | NA | … | … | -0.31 | 1.35 | 0.97 | 0.11 | 1.93 | 0.56 | -0.79 | -0.40 | 2.10 | 0.84 | -0.24 | -0.77 | 3.85 | -0.57 | 0.91 | 4.96 | 0.36 | 1.23 |
| Standard Deviation(%) | NA | 37.09 | 34.53 | 34.32 | 34.83 | NA | NA | … | … | 37.00 | 36.49 | 29.57 | 39.63 | 29.23 | 34.67 | 76.11 | 29.49 | 32.86 | 28.23 | 44.74 | 32.87 | 45.87 | 113.62 | 41.91 | 41.84 | 28.77 | 39.15 |
| Draw Down(%) | NA | 24.04 | 25.26 | 28.69 | 52.27 | NA | NA | … | … | 24.04 | 23.55 | 13.75 | 28.69 | 12.82 | 16.14 | 72.22 | 34.56 | 17.00 | 17.67 | 36.39 | 26.34 | 23.14 | 79.51 | 28.85 | 12.63 | 21.95 | 15.71 |
| Yield(%) | 0.00 | 0.00 | 0.59 | 1.00 | 1.42 | 3.07 | 5.12 | … | … | 0.00 | 0.62 | 0.86 | 0.67 | 0.67 | 1.38 | 2.23 | 1.40 | 1.41 | 2.16 | 1.54 | 1.07 | 0.00 | 0.92 | 1.09 | 2.18 | 1.97 | 0.00 |
Data as of 08/23/2021, Common starting date is 06/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2319.HK (____) |
-11.23%
Oct 2007 – Oct 2010 |
-6.15%
Sep 2007 – Sep 2012 |
2.01%
Jul 2007 – Jul 2017 |
16.87%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2319.HK (____) |
84.53%
Aug 2004 – Aug 2007 |
39.01%
Jun 2005 – Jun 2010 |
25.71%
May 2005 – May 2015 |
20.49%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart