Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 2628.HK (____) | NA | -32.46% | -10.22% | -5.37% | -4.07% | 0.94% | NA | … | … |
Data as of 08/23/2021, Common starting date is 12/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 2628.HK (____) | 12/18/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | -32.46 | -10.22 | -5.37 | -4.07 | 0.94 | NA | … | … | -24.80 | -17.74 | 31.45 | -30.74 | 22.86 | -17.00 | -16.60 | 27.83 | -3.47 | 33.47 | -38.67 | -15.54 | 64.27 | -40.84 | 53.30 | 287.63 | 31.73 | -18.11 | 40.33 |
| Sharpe Ratio | NA | -1.17 | -0.33 | -0.20 | -0.14 | NA | NA | … | … | -1.33 | -0.43 | 1.05 | -1.35 | 0.93 | -0.53 | -0.43 | 0.99 | -0.12 | 1.11 | -0.96 | -0.64 | 1.65 | -0.61 | 1.21 | 7.17 | 1.33 | -0.57 | 56,955.57 |
| Standard Deviation(%) | NA | 27.27 | 33.64 | 30.24 | 32.13 | NA | NA | … | … | 27.07 | 41.96 | 28.48 | 23.76 | 23.89 | 32.25 | 38.30 | 28.23 | 28.14 | 30.28 | 40.23 | 24.50 | 38.89 | 68.83 | 41.60 | 39.94 | 22.17 | 33.52 | 75.83 |
| Draw Down(%) | NA | 33.40 | 43.47 | 52.07 | 64.99 | NA | NA | … | … | 30.11 | 43.47 | 22.36 | 41.23 | 13.54 | 34.85 | 38.41 | 18.43 | 35.20 | 29.04 | 46.45 | 23.01 | 22.27 | 58.05 | 31.94 | 20.62 | 11.81 | 40.38 | 0.78 |
| Yield(%) | 0.00 | 0.00 | 1.75 | 1.90 | 1.53 | 2.58 | 6.04 | … | … | 0.00 | 3.63 | 1.12 | 1.94 | 1.33 | 2.13 | 1.60 | 1.61 | 0.51 | 1.16 | 1.24 | 1.89 | 0.97 | 1.03 | 0.49 | 0.67 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2021, Common starting date is 12/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2628.HK (____) |
-18.10%
Jun 2010 – Jun 2013 |
-15.75%
May 2015 – May 2020 |
-7.13%
Mar 2010 – Mar 2020 |
1.46%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 2628.HK (____) |
116.15%
Oct 2004 – Oct 2007 |
52.47%
Jul 2004 – Jul 2009 |
23.30%
Apr 2005 – Apr 2015 |
12.98%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart