Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCTPF (Hutchison Port Holdings Trust) | -18.50% | 10.05% | -11.88% | 14.67% | -5.83% | NA | NA | 4.89% |
Data as of 07/18/2025, AR inception is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCTPF (Hutchison Port Holdings Trust) | 04/19/2012 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.05 | -11.88 | 14.67 | -5.83 | NA | NA | 4.89 | -18.50 | 18.49 | -2.40 | 1.65 | 7.62 | 37.90 | -19.34 | -38.63 | -4.70 | -5.74 | 16.27 | -1.63 | 76.68 | 45.53 |
| Sharpe Ratio | NA | 0.07 | -0.18 | 0.16 | -0.11 | NA | NA | 0.06 | -0.49 | 0.10 | -0.16 | 0.00 | 0.12 | 0.51 | -0.58 | -1.21 | -0.14 | -0.10 | 0.31 | -0.06 | 1.34 | 1.42 |
| Standard Deviation(%) | NA | 92.20 | 83.24 | 77.98 | 65.10 | NA | NA | 61.39 | 71.28 | 120.02 | 42.75 | 68.84 | 67.10 | 74.20 | 35.98 | 33.00 | 39.51 | 62.14 | 52.92 | 28.30 | 56.99 | 50.58 |
| Draw Down(%) | NA | 41.18 | 55.59 | 57.17 | 80.23 | NA | NA | 82.68 | 23.53 | 41.18 | 27.46 | 48.41 | 26.97 | 50.62 | 37.14 | 40.13 | 16.67 | 28.09 | 26.77 | 11.43 | 23.75 | 14.10 |
| Yield(%) | 0.00 | 15.50 | 6.98 | 16.45 | 3.81 | 10.32 | 7.74 | 11.91 | 5.47 | 17.08 | 9.44 | 8.25 | 9.00 | 13.75 | 8.70 | 5.00 | 6.67 | 7.55 | 35.82 | 2.86 | 59.74 | 31.58 |
Data as of 07/18/2025, AR inception is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCTPF (Hutchison Port Holdings Trust) |
-32.30%
Aug 2017 - Aug 2020 |
-24.53%
Mar 2015 - Mar 2020 |
-7.67%
May 2014 - May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCTPF (Hutchison Port Holdings Trust) |
54.78%
May 2012 - May 2015 |
23.38%
Jul 2012 - Jul 2017 |
9.67%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart