Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HAWPF (Haw Par Corporation Limited) -0.59% 31.25% 21.96% 6.98% 10.50% 10.07% 9.03%
Data as of 05/07/2026, Common starting date is 03/06/1996
More Performance Analytics Comparison
Name Start Date End Date
HAWPF (Haw Par Corporation Limited) 03/06/1996 05/07/2026
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 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 1.31 31.25 21.96 6.98 10.50 10.07 9.03 -0.59 55.14 17.43 1.81 -6.28 3.86 -13.06 19.69 6.51 30.05 12.10 -5.17 3.15 29.48 39.58 -14.37 22.64 73.80 -47.77 19.33 41.01 6.38 18.43 23.48 -0.81 7.58 13.14 80.41 -36.18 0.00 -33.33
Sharpe Ratio NA 0.61 0.75 0.18 0.38 NA NA -0.13 1.42 0.90 -0.12 -0.33 0.17 -0.54 0.93 0.26 1.30 0.39 -0.24 0.24 0.97 1.98 -0.44 1.31 2.25 -0.95 0.55 1.56 0.29 1.02 1.14 -0.15 0.27 0.28 1.92 -0.55 0.00 -1.04
Standard Deviation(%) NA 33.92 24.63 24.40 23.65 NA NA 33.23 37.49 12.14 20.04 23.25 22.19 24.32 19.73 20.19 22.78 30.64 22.11 12.82 30.46 20.15 32.43 17.20 32.81 51.34 30.02 24.31 14.78 17.10 19.99 12.65 20.11 32.29 40.16 71.18 NA 40.87
Draw Down(%) NA 15.31 15.31 31.92 34.76 NA NA 15.31 7.10 4.53 14.87 25.88 17.15 28.32 8.96 16.18 10.43 15.15 18.44 9.71 19.77 13.86 27.34 8.33 21.57 56.15 18.92 15.15 9.09 8.59 12.20 10.87 11.87 23.81 14.45 58.55 0.00 33.33
Yield(%) 1.29 3.30 3.50 2.50 4.79 4.92 4.95 1.27 1.94 4.07 3.48 2.72 3.21 2.29 9.67 2.06 2.17 4.56 2.22 2.19 2.57 3.19 2.66 2.93 4.49 2.70 2.66 3.33 3.10 2.40 1.46 3.29 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/07/2026, Common starting date is 03/06/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HAWPF (Haw Par Corporation Limited) -13.57%
Mar 2006 – Mar 2009
-3.97%
Jun 2019 – Jun 2024
3.44%
May 2014 – May 2024
4.82%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HAWPF (Haw Par Corporation Limited) 46.74%
Aug 1998 – Aug 2001
29.74%
Mar 2009 – Mar 2014
22.98%
Aug 1998 – Aug 2008
18.51%
Sep 1998 – Sep 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return