Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CKHUY (CK Hutchison Holdings LTD ADR) | 34.99% | 62.19% | 19.22% | 8.43% | 1.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CKHUY (CK Hutchison Holdings LTD ADR) | 06/10/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.02 | 62.19 | 19.22 | 8.43 | 1.72 | NA | NA | … | … | 34.99 | 33.66 | 6.06 | -5.22 | -2.13 | -3.57 | -22.69 | 4.87 | -22.05 | 13.68 | -13.18 | -4.53 |
| Sharpe Ratio | NA | 2.54 | 0.58 | 0.21 | 0.02 | NA | NA | … | … | 3.41 | 0.95 | 0.11 | -0.46 | -0.16 | -0.16 | -0.68 | 0.19 | -1.28 | 0.98 | -0.70 | -0.29 |
| Standard Deviation(%) | NA | 25.27 | 27.04 | 24.62 | 23.52 | NA | NA | … | … | 30.70 | 32.60 | 22.49 | 19.53 | 22.99 | 21.92 | 33.60 | 18.03 | 18.37 | 13.41 | 19.15 | 27.23 |
| Draw Down(%) | NA | 12.83 | 26.82 | 35.66 | 56.00 | NA | NA | … | … | 12.83 | 24.98 | 16.54 | 23.99 | 32.24 | 22.83 | 39.43 | 23.38 | 28.46 | 10.12 | 19.47 | 16.14 |
| Yield(%) | 2.32 | 5.16 | 4.87 | 4.17 | 2.89 | 3.67 | 2.75 | … | … | 2.96 | 5.37 | 5.97 | 6.00 | 5.24 | 4.49 | 3.91 | 4.21 | 2.94 | 2.98 | 2.49 | 39.09 |
Data as of 06/04/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CKHUY (CK Hutchison Holdings LTD ADR) |
-18.88%
May 2017 – May 2020 |
-13.35%
Oct 2017 – Oct 2022 |
-3.71%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CKHUY (CK Hutchison Holdings LTD ADR) |
20.82%
May 2023 – May 2026 |
8.79%
Jan 2021 – Jan 2026 |
2.18%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart