Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 2388.HK (____) | NA | 12.06% | -9.81% | 2.75% | 6.45% | 7.36% | NA | … | … |
Data as of 08/23/2021, Common starting date is 07/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 2388.HK (____) | 07/25/2002 | 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.77 | 12.06 | -9.81 | 2.75 | 6.45 | 7.36 | NA | … | … | 4.68 | -7.69 | -2.36 | -23.86 | 47.09 | 22.71 | -4.96 | 8.78 | 8.10 | 37.36 | -26.60 | 57.08 | 105.09 | -57.81 | 8.19 | 49.32 | 5.58 | 6.53 | 91.31 | -0.62 |
| Sharpe Ratio | NA | 0.56 | -0.43 | 0.09 | 0.26 | NA | NA | … | … | 0.30 | -0.29 | -0.18 | -1.17 | 2.57 | 0.93 | -0.17 | 0.50 | 0.50 | 2.10 | -0.81 | 2.27 | 2.47 | -1.02 | 0.17 | 2.48 | 0.28 | 0.26 | 3.22 | -0.12 |
| Standard Deviation(%) | NA | 23.66 | 24.60 | 22.53 | 23.07 | NA | NA | … | … | 24.70 | 27.08 | 21.41 | 21.61 | 18.14 | 24.13 | 28.57 | 17.40 | 16.06 | 17.95 | 33.07 | 25.10 | 42.50 | 57.24 | 31.06 | 18.65 | 12.22 | 21.68 | 28.12 | 19.84 |
| Draw Down(%) | NA | 16.75 | 44.57 | 47.01 | 47.01 | NA | NA | … | … | 16.75 | 29.41 | 26.46 | 28.66 | 7.90 | 19.92 | 31.14 | 12.68 | 15.20 | 10.78 | 45.58 | 12.26 | 31.00 | 65.64 | 20.79 | 9.72 | 14.28 | 25.14 | 12.03 | 12.72 |
| Yield(%) | 0.00 | 2.00 | 3.03 | 4.52 | 5.76 | 6.50 | 11.10 | … | … | 0.00 | 5.32 | 5.16 | 3.27 | 4.08 | 5.20 | 4.28 | 4.08 | 5.00 | 5.74 | 4.50 | 5.43 | 3.22 | 4.22 | 4.07 | 5.90 | 4.81 | 4.33 | 5.30 | 0.00 |
Data as of 08/23/2021, Common starting date is 07/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2388.HK (____) |
-16.60%
Feb 2006 – Feb 2009 |
-8.68%
Feb 2004 – Feb 2009 |
2.68%
Sep 2010 – Sep 2020 |
6.46%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2388.HK (____) |
46.41%
Feb 2009 – Feb 2012 |
30.16%
Feb 2009 – Feb 2014 |
20.23%
Feb 2009 – Feb 2019 |
16.70%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart