Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 3968.HK (____) | NA | 72.45% | 35.12% | 32.33% | 19.79% | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 09/22/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 3968.HK (____) | 09/22/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.21 | 72.45 | 35.12 | 32.33 | 19.79 | NA | NA | … | … | 37.96 | 26.82 | 43.44 | -4.25 | 77.39 | 4.15 | -2.55 | 22.68 | 3.11 | 12.13 | -18.81 | 3.77 | 43.18 | -54.51 | 95.80 | 54.31 |
| Sharpe Ratio | NA | 1.74 | 0.97 | 0.98 | 0.56 | NA | NA | … | … | 1.41 | 0.73 | 1.54 | -0.17 | 3.01 | 0.14 | -0.06 | 0.86 | 0.10 | 0.45 | -0.40 | 0.11 | 0.85 | -0.74 | 2.42 | 11.31 |
| Standard Deviation(%) | NA | 41.66 | 35.46 | 32.32 | 34.35 | NA | NA | … | … | 46.57 | 36.48 | 27.27 | 33.06 | 25.63 | 28.05 | 43.34 | 26.44 | 29.71 | 26.91 | 47.14 | 32.79 | 50.97 | 75.14 | 38.53 | 34.96 |
| Draw Down(%) | NA | 18.75 | 24.02 | 28.37 | 48.02 | NA | NA | … | … | 18.75 | 23.85 | 14.60 | 28.37 | 11.41 | 29.84 | 31.59 | 26.03 | 31.69 | 30.76 | 53.74 | 20.96 | 30.88 | 69.95 | 20.89 | 12.42 |
| Yield(%) | 0.00 | 0.00 | 2.72 | 4.43 | 4.88 | 7.55 | 5.66 | … | … | 0.00 | 3.18 | 3.86 | 3.13 | 4.57 | 4.60 | 4.27 | 3.81 | 3.59 | 2.67 | 1.49 | 1.18 | 1.01 | 1.21 | 0.99 | 0.00 |
Data as of 08/23/2021, Common starting date is 09/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 3968.HK (____) |
-14.97%
Oct 2007 – Oct 2010 |
-15.82%
Oct 2007 – Oct 2012 |
0.84%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 3968.HK (____) |
40.76%
Feb 2016 – Feb 2019 |
40.16%
May 2016 – May 2021 |
18.06%
Jun 2011 – Jun 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart