Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 3311.HK (______) | NA | 2.30% | -7.18% | -5.58% | 2.82% | 20.79% | 20.99% | … | … |
Data as of 08/23/2021, Common starting date is 01/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 3311.HK (______) | 01/04/2000 | 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 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.00 | 2.30 | -7.18 | -5.58 | 2.82 | 20.79 | 20.99 | … | … | 31.90 | -33.54 | 17.88 | -40.85 | -3.07 | -10.91 | 26.59 | -20.16 | 51.67 | 71.84 | -20.36 | 129.78 | 163.07 | -36.38 | 118.02 | 236.66 | -2.08 | 35.21 | 94.52 | -28.43 | 0.99 | -42.61 |
| Sharpe Ratio | NA | 0.11 | -0.20 | -0.17 | 0.06 | NA | NA | … | … | 1.46 | -0.73 | 0.49 | -1.15 | -0.15 | -0.29 | 0.63 | -0.67 | 1.60 | 2.05 | -0.36 | 2.87 | 2.91 | -0.49 | 1.80 | 4.50 | -0.07 | 0.73 | 2.28 | -1.11 | -0.02 | -0.69 |
| Standard Deviation(%) | NA | 38.87 | 40.35 | 36.09 | 38.22 | NA | NA | … | … | 37.27 | 46.16 | 33.56 | 36.70 | 24.40 | 38.22 | 42.01 | 30.24 | 32.21 | 35.34 | 57.17 | 45.17 | 55.93 | 76.46 | 64.15 | 52.26 | 63.05 | 47.13 | 41.18 | 26.64 | 62.07 | 67.55 |
| Draw Down(%) | NA | 32.01 | 49.17 | 67.15 | 67.24 | NA | NA | … | … | 19.46 | 41.48 | 26.39 | 53.72 | 28.00 | 31.04 | 38.33 | 26.44 | 15.45 | 18.92 | 54.51 | 31.74 | 25.03 | 71.72 | 39.13 | 23.85 | 60.48 | 46.00 | 25.00 | 33.33 | 56.46 | 64.77 |
| Yield(%) | 0.00 | 2.90 | 3.09 | 3.10 | 4.34 | 31.92 | 57.22 | … | … | 0.00 | 4.53 | 4.66 | 3.07 | 2.82 | 2.67 | 2.77 | 1.68 | 2.01 | 2.49 | 1.61 | 2.66 | 5.60 | 13.09 | 17.68 | 44.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2021, Common starting date is 01/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 3311.HK (______) |
-27.45%
Jun 2017 – Jun 2020 |
-17.23%
Jun 2015 – Jun 2020 |
-2.07%
Jan 2011 – Jan 2021 |
19.43%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 3311.HK (______) |
144.84%
Jul 2005 – Jul 2008 |
96.72%
Aug 2005 – Aug 2010 |
63.92%
Apr 2003 – Apr 2013 |
41.10%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart