Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 2601.HK (____) | NA | -9.21% | -7.75% | -1.88% | -0.29% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 12/23/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 2601.HK (____) | 12/23/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.65 | -9.21 | -7.75 | -1.88 | -0.29 | NA | NA | … | … | -28.50 | 4.76 | 25.90 | -30.46 | 42.53 | -11.27 | -17.85 | 32.17 | 7.54 | 31.62 | -30.87 | 5.69 | 9.38 |
| Sharpe Ratio | NA | -0.18 | -0.22 | -0.08 | -0.02 | NA | NA | … | … | -0.78 | 0.11 | 0.89 | -1.12 | 1.60 | -0.36 | -0.46 | 1.06 | 0.22 | 0.96 | -0.78 | 0.19 | NA |
| Standard Deviation(%) | NA | 46.26 | 38.23 | 33.66 | 35.04 | NA | NA | … | … | 52.30 | 41.03 | 27.48 | 28.27 | 26.37 | 31.49 | 38.59 | 30.36 | 33.46 | 33.20 | 39.78 | 29.86 | NA |
| Draw Down(%) | NA | 48.49 | 48.49 | 53.53 | 53.53 | NA | NA | … | … | 48.49 | 42.71 | 20.61 | 38.10 | 12.20 | 24.29 | 41.22 | 21.71 | 26.89 | 22.87 | 43.00 | 21.17 | NA |
| Yield(%) | 0.00 | 0.00 | 2.68 | 3.06 | 2.51 | 1.89 | 1.41 | … | … | 0.00 | 4.15 | 4.60 | 2.55 | 2.99 | 3.95 | 1.57 | 1.72 | 1.14 | 1.56 | 1.09 | 1.13 | 0.00 |
Data as of 08/23/2021, Common starting date is 12/23/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2601.HK (____) |
-12.77%
Aug 2017 – Aug 2020 |
-8.25%
May 2015 – May 2020 |
-1.61%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2601.HK (____) |
23.22%
Dec 2011 – Dec 2014 |
12.54%
Aug 2012 – Aug 2017 |
4.03%
Feb 2011 – Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart