Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGKGY (Power Assets Holdings Ltd) | 6.35% | 14.07% | 16.08% | 8.96% | 4.70% | 6.78% | 8.75% | … | … |
Data as of 06/05/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGKGY (Power Assets Holdings Ltd) | 11/19/1996 | 06/05/2026 |
| 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 (%) | -8.82 | 14.07 | 16.08 | 8.96 | 4.70 | 6.78 | 8.75 | … | … | 6.35 | 5.26 | 32.73 | 8.71 | -7.24 | 22.33 | -21.73 | 10.87 | -5.65 | 19.32 | -1.08 | -2.06 | 24.93 | -3.12 | 20.91 | 21.77 | 20.79 | 0.48 | 2.65 | 23.67 | 3.76 | 13.54 | 17.72 | 15.32 | 1.18 | 4.51 | 21.21 | 7.61 | -23.33 | 14.29 | 2.44 |
| Sharpe Ratio | NA | 0.65 | 0.40 | 0.24 | 0.14 | NA | NA | … | … | 0.77 | 0.06 | 0.92 | 0.15 | -0.47 | 1.39 | -0.88 | 0.57 | -0.31 | 0.85 | -0.05 | -0.09 | 1.22 | -0.17 | 1.34 | 0.91 | 1.23 | 0.02 | 0.03 | 0.65 | 0.02 | 0.82 | 0.77 | 0.54 | 0.00 | 0.04 | 0.27 | 0.05 | -0.34 | 0.16 | 0.36 |
| Standard Deviation(%) | NA | 40.44 | 37.58 | 31.04 | 26.87 | NA | NA | … | … | 41.27 | 39.56 | 31.70 | 33.53 | 18.42 | 16.04 | 24.89 | 16.42 | 23.01 | 22.13 | 26.13 | 23.96 | 20.36 | 18.96 | 15.64 | 23.85 | 16.84 | 24.18 | 49.52 | 31.51 | 19.77 | 13.82 | 21.85 | 27.08 | 45.59 | 55.62 | 62.44 | 78.22 | 78.83 | 64.42 | 56.55 |
| Draw Down(%) | NA | 10.16 | 15.39 | 33.65 | 33.65 | NA | NA | … | … | 8.92 | 15.19 | 12.84 | 18.15 | 33.65 | 9.38 | 29.37 | 11.10 | 17.89 | 9.03 | 14.99 | 18.04 | 8.66 | 25.31 | 9.31 | 13.56 | 8.62 | 12.43 | 24.76 | 12.15 | 10.12 | 7.13 | 11.56 | 7.83 | 15.53 | 17.86 | 21.43 | 34.58 | 32.52 | 36.94 | 9.29 |
| Yield(%) | 0.00 | 5.46 | 6.66 | 5.82 | 5.96 | 7.14 | 10.11 | … | … | 3.74 | 5.31 | 6.26 | 6.55 | 5.70 | 6.60 | 4.91 | 5.22 | 12.98 | 22.40 | 3.86 | 3.53 | 3.90 | 3.70 | 3.90 | 4.13 | 4.75 | 4.68 | 4.50 | 4.67 | 5.92 | 4.78 | 5.25 | 5.65 | 5.48 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGKGY (Power Assets Holdings Ltd) |
-9.17%
Oct 2017 – Oct 2020 |
-4.78%
Oct 2017 – Oct 2022 |
1.21%
Oct 2012 – Oct 2022 |
4.61%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGKGY (Power Assets Holdings Ltd) |
22.51%
Oct 2009 – Oct 2012 |
17.43%
Jan 2010 – Jan 2015 |
14.36%
Apr 2003 – Apr 2013 |
12.86%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart