Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUTU (Futu Holdings Limited) | -40.46% | -6.78% | 36.76% | -7.21% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUTU (Futu Holdings Limited) | 03/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.70 | -6.78 | 36.76 | -7.21 | NA | NA | NA | … | … | -40.46 | 105.29 | 49.87 | 34.39 | -6.12 | -5.36 | 343.31 | -38.57 |
| Sharpe Ratio | NA | -0.06 | 0.60 | -0.11 | NA | NA | NA | … | … | -0.87 | 1.67 | 0.73 | 0.58 | -0.08 | -0.05 | 4.67 | -0.97 |
| Standard Deviation(%) | NA | 65.55 | 62.82 | 72.92 | NA | NA | NA | … | … | 78.59 | 61.53 | 63.69 | 53.71 | 93.91 | 106.61 | 72.88 | 47.89 |
| Draw Down(%) | NA | 54.18 | 54.18 | 86.42 | NA | NA | NA | … | … | 51.52 | 39.45 | 36.50 | 34.16 | 50.23 | 80.45 | 37.81 | 48.71 |
| Yield(%) | 0.00 | 2.48 | 3.92 | 0.63 | 2.74 | 1.83 | 1.37 | … | … | 1.46 | 0.00 | 3.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUTU (Futu Holdings Limited) |
-30.14%
Mar 2021 – Mar 2024 |
-5.32%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUTU (Futu Holdings Limited) |
81.88%
Oct 2022 – Oct 2025 |
61.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart