Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HKCVF (HK Electric Investments and HK Electric Investments Limited) | NA | 55.21% | 62.54% | 49.33% | NA | NA | NA | … | … |
Data as of 04/25/2025, Common starting date is 04/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKCVF (HK Electric Investments and HK Electric Investments Limited) | 04/27/2016 | 04/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 55.21 | 62.54 | 49.33 | NA | NA | NA | … | … | 11.56 | 108.01 | 62.68 | 6.39 | 43.73 | 32.40 | 1.75 | 77.99 | 18.49 | 21.28 |
| Sharpe Ratio | NA | 1.21 | 1.11 | 0.99 | NA | NA | NA | … | … | 0.80 | 2.82 | 1.32 | 0.07 | 1.34 | 1.76 | 0.02 | 2.09 | 1.66 | 0.99 |
| Standard Deviation(%) | NA | 40.20 | 52.59 | 47.14 | NA | NA | NA | … | … | 25.82 | 49.98 | 44.80 | 68.82 | 32.58 | 18.24 | 16.50 | 36.85 | 10.82 | 32.84 |
| Draw Down(%) | NA | 0.00 | 25.00 | 37.17 | NA | NA | NA | … | … | 0.00 | 4.62 | 7.81 | 37.17 | 14.29 | 0.97 | 10.48 | 3.88 | 0.00 | 6.67 |
| Yield(%) | 0.00 | 32.34 | 40.46 | 32.62 | 26.41 | 17.60 | 13.20 | … | … | 3.34 | 60.84 | 50.84 | 34.69 | 35.29 | 21.05 | 5.10 | 44.94 | 7.41 | 23.04 |
Data as of 04/25/2025, Common starting date is 04/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKCVF (HK Electric Investments and HK Electric Investments Limited) |
18.20%
Feb 2019 – Feb 2022 |
25.17%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKCVF (HK Electric Investments and HK Electric Investments Limited) |
57.30%
Mar 2022 – Mar 2025 |
48.94%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart