Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUIZF (Fubon Financial Holding Co. Ltd) | NA | 89.57% | 27.24% | 9.14% | 12.06% | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUIZF (Fubon Financial Holding Co. Ltd) | 04/19/2012 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 89.57 | 27.24 | 9.14 | 12.06 | NA | NA | … | … | 0.00 | 89.63 | 8.64 | -16.32 | 4.31 | 0.21 | 4.26 | 3.99 | 12.85 | 41.67 | 3.10 | 10.11 |
| Sharpe Ratio | NA | 1.58 | 0.79 | 0.27 | 0.45 | NA | NA | … | … | 0.00 | 1.63 | 0.54 | -0.68 | 0.69 | -0.05 | 0.87 | 0.97 | 0.39 | 1.58 | 1.00 | 0.91 |
| Standard Deviation(%) | NA | 54.52 | 32.78 | 28.89 | 24.90 | NA | NA | … | … | NA | 54.51 | 15.83 | 24.19 | 4.22 | 23.66 | 4.18 | 3.92 | 33.04 | 26.36 | 3.05 | 16.24 |
| Draw Down(%) | NA | 4.76 | 9.06 | 29.01 | 29.84 | NA | NA | … | … | 0.00 | 4.76 | 9.06 | 20.97 | 0.00 | 16.67 | 0.00 | 0.00 | 21.67 | 0.00 | 0.00 | 6.54 |
| Yield(%) | 0.00 | 10.50 | 5.83 | 3.85 | 6.34 | 4.69 | 3.52 | … | … | 0.00 | 10.51 | 7.95 | 4.39 | 4.13 | 4.65 | 4.09 | 3.84 | 6.40 | 4.56 | 3.01 | 2.24 |
Data as of 07/10/2023, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUIZF (Fubon Financial Holding Co. Ltd) |
-9.08%
Jun 2018 – Jun 2021 |
-6.69%
May 2015 – May 2020 |
6.19%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUIZF (Fubon Financial Holding Co. Ltd) |
31.97%
May 2012 – May 2015 |
15.42%
Mar 2013 – Mar 2018 |
12.41%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart