Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CJEWF (Chow Tai Fook Jewellery Group Ltd) | -14.62% | -3.15% | -4.31% | 2.31% | 18.95% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CJEWF (Chow Tai Fook Jewellery Group Ltd) | 08/06/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.15 | -4.31 | 2.31 | 18.95 | NA | NA | … | … | -14.62 | 96.34 | -32.94 | -18.80 | 13.18 | 58.71 | 46.28 | 17.27 | 14.22 | 46.89 | 26.83 | -50.49 | -1.39 | -8.56 | 53.26 |
| Sharpe Ratio | NA | 0.02 | -0.13 | 0.05 | 0.38 | NA | NA | … | … | -0.70 | 1.41 | -0.58 | -0.67 | 0.35 | 1.39 | 1.05 | 0.41 | 0.21 | 1.26 | 0.57 | -0.91 | -0.04 | -0.26 | 4.23 |
| Standard Deviation(%) | NA | 44.60 | 56.23 | 48.40 | 45.94 | NA | NA | … | … | 49.32 | 61.91 | 65.38 | 33.81 | 33.85 | 42.20 | 43.50 | 38.32 | 60.08 | 36.84 | 46.81 | 55.36 | 36.48 | 33.25 | 45.65 |
| Draw Down(%) | NA | 34.42 | 53.21 | 57.77 | 57.77 | NA | NA | … | … | 26.32 | 25.52 | 47.85 | 31.21 | 23.19 | 25.65 | 37.25 | 24.87 | 26.62 | 15.15 | 18.57 | 54.17 | 31.25 | 41.71 | 14.64 |
| Yield(%) | 0.00 | 4.40 | 4.51 | 6.78 | 17.21 | 8.08 | 6.06 | … | … | 0.00 | 8.10 | 2.76 | 8.48 | 4.00 | 23.19 | 3.90 | 6.10 | 30.10 | 6.80 | 11.02 | 5.67 | 2.72 | 1.18 | 8.70 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CJEWF (Chow Tai Fook Jewellery Group Ltd) |
-27.52%
Jan 2013 – Jan 2016 |
-3.62%
Dec 2012 – Dec 2017 |
4.41%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CJEWF (Chow Tai Fook Jewellery Group Ltd) |
51.53%
Mar 2020 – Mar 2023 |
44.29%
Oct 2016 – Oct 2021 |
24.91%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart