Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLPHY (CLP Holdings Ltd) | 8.01% | 18.61% | 13.89% | 3.39% | 4.06% | 5.04% | 7.03% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLPHY (CLP Holdings Ltd) | 11/18/2005 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.93 | 18.61 | 13.89 | 3.39 | 4.06 | 5.04 | 7.03 | … | … | 8.01 | 14.16 | 5.64 | 19.37 | -24.66 | 14.10 | -8.35 | -4.30 | 13.45 | 16.46 | 10.95 | 3.38 | 14.85 | -3.76 | 4.06 | 8.82 | 24.74 | 3.78 | 5.12 | -3.33 | 33.68 | -2.35 |
| Sharpe Ratio | NA | 1.28 | 0.63 | 0.06 | 0.17 | NA | NA | … | … | 1.79 | 0.76 | 0.10 | 0.78 | -1.17 | 1.05 | -0.39 | -0.36 | 0.69 | 1.44 | 0.69 | 0.24 | 1.08 | -0.34 | 0.29 | 0.47 | 1.65 | 0.19 | 0.08 | -0.27 | 1.74 | -1.57 |
| Standard Deviation(%) | NA | 14.55 | 18.70 | 18.60 | 17.75 | NA | NA | … | … | 14.89 | 14.94 | 20.73 | 20.25 | 22.35 | 13.42 | 21.88 | 16.25 | 17.52 | 11.05 | 15.57 | 13.90 | 13.74 | 11.28 | 13.69 | 18.53 | 14.97 | 19.17 | 50.92 | 23.82 | 17.43 | 14.14 |
| Draw Down(%) | NA | 6.30 | 13.87 | 34.73 | 38.61 | NA | NA | … | … | 6.30 | 5.30 | 13.34 | 13.58 | 34.73 | 8.47 | 22.07 | 16.80 | 11.94 | 7.65 | 14.84 | 7.97 | 8.33 | 11.92 | 7.31 | 12.98 | 6.96 | 10.81 | 37.25 | 16.54 | 6.44 | 3.36 |
| Yield(%) | 0.74 | 4.79 | 5.42 | 3.93 | 4.04 | 4.44 | 6.41 | … | … | 2.66 | 4.93 | 4.94 | 5.42 | 3.86 | 4.27 | 3.76 | 3.50 | 3.67 | 3.94 | 4.22 | 3.98 | 4.29 | 3.93 | 3.87 | 3.86 | 4.72 | 4.72 | 4.66 | 4.39 | 5.55 | 1.04 |
Data as of 06/04/2026, Common starting date is 11/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLPHY (CLP Holdings Ltd) |
-10.34%
Oct 2019 – Oct 2022 |
-5.07%
Sep 2018 – Sep 2023 |
1.23%
Oct 2012 – Oct 2022 |
2.86%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLPHY (CLP Holdings Ltd) |
16.57%
Jan 2016 – Jan 2019 |
14.19%
Jul 2006 – Jul 2011 |
10.44%
Jul 2006 – Jul 2016 |
8.33%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart