Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 3328.HK (____) | NA | 3.07% | -4.09% | -0.04% | 2.56% | 3.57% | NA | … | … |
Data as of 08/23/2021, Common starting date is 06/23/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 3328.HK (____) | 06/23/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.00 | 3.07 | -4.09 | -0.04 | 2.56 | 3.57 | NA | … | … | 6.59 | -20.86 | -4.13 | 17.16 | 8.36 | 8.56 | -21.14 | 40.74 | -1.77 | 9.67 | -30.43 | -6.32 | 66.43 | -46.92 | 18.00 | 170.63 | 24.78 |
| Sharpe Ratio | NA | 0.10 | -0.21 | -0.04 | 0.08 | NA | NA | … | … | 0.39 | -0.78 | -0.30 | 0.78 | 0.53 | 0.33 | -0.67 | 1.66 | -0.07 | 0.34 | -0.81 | -0.23 | 1.54 | -0.70 | 0.34 | 5.22 | 2.13 |
| Standard Deviation(%) | NA | 26.42 | 23.28 | 21.51 | 26.00 | NA | NA | … | … | 26.73 | 27.11 | 18.30 | 20.35 | 14.65 | 24.91 | 31.47 | 24.53 | 24.24 | 28.20 | 37.77 | 28.37 | 43.02 | 67.87 | 43.70 | 32.25 | 23.58 |
| Draw Down(%) | NA | 16.76 | 40.02 | 40.02 | 49.29 | NA | NA | … | … | 16.76 | 30.23 | 22.62 | 13.52 | 9.95 | 21.79 | 38.00 | 16.82 | 24.91 | 24.82 | 51.13 | 21.31 | 27.70 | 68.77 | 28.16 | 11.88 | 11.35 |
| Yield(%) | 0.00 | 0.00 | 4.08 | 5.50 | 5.13 | 5.62 | 7.64 | … | … | 0.00 | 6.15 | 5.72 | 10.66 | 4.79 | 5.15 | 4.70 | 6.16 | 4.01 | 1.81 | 0.28 | 2.57 | 3.96 | 2.60 | 1.20 | 2.59 | 0.00 |
Data as of 08/23/2021, Common starting date is 06/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 3328.HK (____) |
-15.45%
Jul 2009 – Jul 2012 |
-14.17%
Oct 2007 – Oct 2012 |
-4.39%
Oct 2007 – Oct 2017 |
3.94%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 3328.HK (____) |
51.14%
Jul 2005 – Jul 2008 |
27.32%
Jul 2005 – Jul 2010 |
12.34%
Jul 2005 – Jul 2015 |
7.13%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart