Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKEAF (The Bank of East Asia Limited) | 28.74% | 38.56% | 10.84% | -1.29% | -4.80% | -1.41% | 0.81% | 4.81% |
Data as of 07/14/2025, AR inception is 05/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKEAF (The Bank of East Asia Limited) | 05/12/1997 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.03 | 38.56 | 10.84 | -1.29 | -4.80 | -1.41 | 0.81 | 4.81 | 28.74 | 12.61 | 6.34 | -5.47 | -29.60 | -4.02 | -28.46 | -21.94 | 18.23 | 7.09 | -6.85 | -1.98 | 14.16 | 5.99 | -10.01 | 11.42 | 95.50 | -69.76 | 25.46 | 103.14 | 0.85 | 5.10 | 156.78 | 7.14 | 14.18 | 18.89 | 64.59 | -22.75 | -36.36 |
| Sharpe Ratio | NA | 1.32 | 0.23 | -0.11 | -0.20 | NA | NA | 0.07 | 1.98 | 0.25 | 0.10 | -0.20 | -1.10 | -0.11 | -1.09 | -0.96 | 1.21 | 0.23 | -0.22 | -0.10 | 0.72 | 0.26 | -0.34 | 0.53 | 1.75 | -0.96 | 0.58 | 3.85 | -0.09 | 0.14 | 3.84 | 0.16 | 0.22 | 0.20 | 0.45 | -0.24 | -0.90 |
| Standard Deviation(%) | NA | 25.82 | 32.66 | 31.39 | 30.18 | NA | NA | 49.30 | 30.04 | 35.38 | 28.30 | 35.20 | 27.15 | 39.45 | 27.38 | 24.38 | 14.64 | 29.64 | 30.59 | 19.62 | 19.52 | 22.67 | 29.51 | 21.26 | 54.65 | 73.33 | 38.64 | 26.02 | 16.50 | 30.01 | 40.67 | 37.94 | 53.28 | 73.48 | 137.25 | 107.61 | 60.36 |
| Draw Down(%) | NA | 10.16 | 28.13 | 52.59 | 71.69 | NA | NA | 80.72 | 9.45 | 19.58 | 20.00 | 37.60 | 39.31 | 25.72 | 39.29 | 26.63 | 8.31 | 24.09 | 29.74 | 13.16 | 13.51 | 21.31 | 35.55 | 14.43 | 30.45 | 75.05 | 18.55 | 14.29 | 10.69 | 24.24 | 12.12 | 22.02 | 30.13 | 31.91 | 65.34 | 66.38 | 55.51 |
| Yield(%) | 0.00 | 4.14 | 6.32 | 3.91 | 2.36 | 2.95 | 4.15 | 5.10 | 3.85 | 2.00 | 10.17 | 11.15 | 3.61 | 2.64 | 3.09 | 3.26 | 3.47 | 1.68 | 3.53 | 3.34 | 3.34 | 3.12 | 2.84 | 2.78 | 0.00 | 2.77 | 3.60 | 5.93 | 4.50 | 3.49 | 35.75 | 25.79 | 26.46 | 21.16 | 2.51 | 3.16 | 0.91 |
Data as of 07/14/2025, AR inception is 05/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKEAF (The Bank of East Asia Limited) |
-22.63%
Oct 2017 - Oct 2020 |
-22.14%
Oct 2017 - Oct 2022 |
-8.96%
Oct 2012 - Oct 2022 |
-8.93%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKEAF (The Bank of East Asia Limited) |
63.01%
Aug 1998 - Aug 2001 |
53.09%
Jan 1999 - Jan 2004 |
36.47%
Jun 1998 - Jun 2008 |
21.98%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart