Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HKSHF (The Hongkong and Shanghai Hotels Limited) | -4.67% | 16.28% | -3.03% | -4.54% | -2.62% | NA | NA | -3.16% |
Data as of 02/12/2025, AR inception is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKSHF (The Hongkong and Shanghai Hotels Limited) | 10/18/2010 | 02/12/2025 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.28 | -3.03 | -4.54 | -2.62 | NA | NA | -3.16 | -4.67 | 18.54 | -26.04 | 10.34 | -2.25 | -12.89 | -12.38 | 7.60 | 26.83 | 6.43 | -28.88 | 0.19 | 11.34 | 30.56 | -33.28 | -7.61 |
| Sharpe Ratio | NA | 0.25 | -0.20 | -0.22 | -0.14 | NA | NA | -0.14 | NA | 0.35 | -0.79 | 0.27 | -0.15 | -0.41 | -0.40 | 0.25 | 0.64 | 0.36 | -1.31 | 0.01 | 0.59 | 0.94 | -0.84 | -1.18 |
| Standard Deviation(%) | NA | 39.49 | 36.97 | 32.12 | 30.54 | NA | NA | 29.89 | 0.00 | 35.89 | 38.81 | 33.22 | 15.66 | 31.68 | 34.42 | 25.28 | 40.85 | 17.48 | 22.10 | 17.21 | 19.21 | 32.75 | 39.45 | 27.06 |
| Draw Down(%) | NA | 12.05 | 45.45 | 45.45 | 58.21 | NA | NA | 58.21 | 4.67 | 12.05 | 42.15 | 17.71 | 15.00 | 26.59 | 37.97 | 17.58 | 31.38 | 9.16 | 30.92 | 10.46 | 10.33 | 17.48 | 40.90 | 10.87 |
| Yield(%) | 0.00 | 1.48 | 0.39 | 0.65 | 2.77 | 1.92 | 1.44 | 2.06 | 0.00 | 1.44 | 0.00 | 0.00 | 0.00 | 2.25 | 12.51 | 5.29 | 5.44 | 2.33 | 1.97 | 1.44 | 1.30 | 1.68 | 5.01 | 0.00 |
Data as of 02/12/2025, AR inception is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKSHF (The Hongkong and Shanghai Hotels Limited) |
-17.86%
Jul 2017 - Jul 2020 |
-10.30%
Jul 2017 - Jul 2022 |
-4.63%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKSHF (The Hongkong and Shanghai Hotels Limited) |
19.22%
May 2016 - May 2019 |
12.50%
Aug 2012 - Aug 2017 |
1.33%
Aug 2012 - Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart