Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHT (Chunghwa Telecom Co., Ltd.) | 10.29% | 7.45% | 8.35% | 5.95% | 7.09% | 6.69% | 12.41% | … | … |
Data as of 06/11/2026, Common starting date is 07/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHT (Chunghwa Telecom Co., Ltd.) | 07/18/2003 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | 7.45 | 8.35 | 5.95 | 7.09 | 6.69 | 12.41 | … | … | 10.29 | 14.87 | 0.17 | 11.05 | -10.00 | 13.48 | 8.57 | 7.35 | 5.53 | 17.62 | 9.90 | 7.33 | -0.29 | 1.06 | 3.19 | 38.81 | 44.51 | 39.08 | 15.25 | 12.62 | 17.70 | -6.27 | 57.12 | -0.18 |
| Sharpe Ratio | NA | 0.24 | 0.28 | 0.22 | 0.41 | NA | NA | … | … | 0.98 | 0.79 | -0.26 | 0.67 | -0.83 | 1.28 | 0.61 | 0.65 | 0.35 | 1.74 | 0.69 | 0.60 | -0.03 | 0.10 | 0.27 | 1.45 | 2.43 | 1.15 | 0.30 | 0.34 | 0.74 | -0.41 | 2.40 | -0.06 |
| Standard Deviation(%) | NA | 12.99 | 13.54 | 13.10 | 12.35 | NA | NA | … | … | 14.52 | 15.14 | 13.09 | 11.10 | 13.84 | 10.54 | 13.60 | 9.08 | 11.89 | 9.77 | 13.95 | 12.17 | 9.19 | 10.38 | 11.76 | 26.81 | 18.24 | 33.80 | 47.15 | 27.93 | 19.45 | 20.61 | 23.35 | 18.25 |
| Draw Down(%) | NA | 11.03 | 11.03 | 23.70 | 23.70 | NA | NA | … | … | 4.42 | 11.03 | 8.25 | 11.06 | 23.70 | 4.51 | 5.68 | 4.54 | 9.47 | 4.33 | 16.10 | 7.54 | 7.60 | 6.70 | 11.45 | 10.97 | 8.65 | 17.16 | 21.55 | 15.54 | 21.68 | 18.13 | 12.38 | 12.26 |
| Yield(%) | 0.00 | 3.76 | 3.83 | 3.75 | 4.49 | 4.75 | 7.14 | … | … | 0.00 | 4.46 | 3.76 | 4.10 | 3.79 | 3.99 | 3.86 | 4.10 | 4.32 | 5.14 | 5.71 | 5.36 | 4.89 | 5.50 | 5.54 | 6.05 | 6.14 | 6.61 | 6.79 | 4.95 | 6.71 | 7.13 | 8.93 | 4.85 |
Data as of 06/11/2026, Common starting date is 07/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHT (Chunghwa Telecom Co., Ltd.) |
-0.73%
Feb 2022 – Feb 2025 |
3.92%
Sep 2018 – Sep 2023 |
5.52%
Oct 2013 – Oct 2023 |
6.60%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHT (Chunghwa Telecom Co., Ltd.) |
42.05%
Aug 2008 – Aug 2011 |
34.48%
Jul 2006 – Jul 2011 |
21.32%
Sep 2003 – Sep 2013 |
16.53%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart