Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPCAF (Cathay Pacific Airways Limited) | 38.52% | 38.34% | 23.06% | 15.75% | 5.91% | 2.27% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPCAF (Cathay Pacific Airways Limited) | 04/06/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.74 | 38.34 | 23.06 | 15.75 | 5.91 | 2.27 | NA | … | … | 38.52 | 2.76 | 5.63 | -9.82 | 36.59 | -8.89 | -40.00 | 41.90 | -8.74 | 21.60 | -24.59 | -18.91 | 0.40 | 35.32 | 8.44 | -25.56 | 69.14 |
| Sharpe Ratio | NA | 0.35 | 0.28 | 0.22 | 0.08 | NA | NA | … | … | 1.58 | 0.00 | 0.02 | -0.51 | 0.92 | -0.18 | -0.57 | 0.88 | -0.45 | 0.64 | -0.79 | -0.43 | 0.01 | 1.29 | 0.27 | -0.53 | 3.22 |
| Standard Deviation(%) | NA | 109.47 | 71.11 | 56.85 | 51.31 | NA | NA | … | … | 75.56 | 135.30 | 29.36 | 27.58 | 38.35 | 50.80 | 70.19 | 46.02 | 22.29 | 33.15 | 31.20 | 43.94 | 36.81 | 27.46 | 31.59 | 48.35 | 31.78 |
| Draw Down(%) | NA | 35.53 | 35.53 | 35.53 | 50.74 | NA | NA | … | … | 21.47 | 35.53 | 21.55 | 19.64 | 19.83 | 25.47 | 55.33 | 30.34 | 26.62 | 14.55 | 27.98 | 37.99 | 22.08 | 16.15 | 23.00 | 33.22 | 10.04 |
| Yield(%) | 0.00 | 2.05 | 2.76 | 1.85 | 3.13 | 2.30 | 4.30 | … | … | 0.00 | 1.93 | 5.44 | 0.00 | 0.00 | 0.00 | 0.00 | 27.49 | 1.23 | 0.00 | 2.51 | 3.09 | 1.52 | 6.91 | 2.65 | 22.69 | 17.27 |
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPCAF (Cathay Pacific Airways Limited) |
-15.01%
Dec 2013 – Dec 2016 |
-14.74%
Jul 2015 – Jul 2020 |
-4.78%
Sep 2010 – Sep 2020 |
0.35%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPCAF (Cathay Pacific Airways Limited) |
23.58%
May 2012 – May 2015 |
17.73%
May 2010 – May 2015 |
5.67%
Feb 2016 – Feb 2026 |
5.27%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart