Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HKVTY (HK Electric Investments and HK Electric Investments Limited) | 2.73% | 12.01% | 13.36% | 1.02% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/23/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKVTY (HK Electric Investments and HK Electric Investments Limited) | 12/23/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.01 | 13.36 | 1.02 | NA | NA | NA | … | … | 2.73 | 19.84 | 27.01 | -9.16 | -31.37 | 2.42 | 6.63 | -0.68 |
| Sharpe Ratio | NA | 0.59 | 0.49 | -0.07 | NA | NA | NA | … | … | 0.96 | 0.83 | 1.15 | -0.55 | -1.05 | 0.14 | 0.31 | NA |
| Standard Deviation(%) | NA | 16.00 | 20.52 | 22.57 | NA | NA | NA | … | … | 4.14 | 20.64 | 20.40 | 23.69 | 31.25 | 16.57 | 20.45 | NA |
| Draw Down(%) | NA | 7.27 | 19.55 | 42.19 | NA | NA | NA | … | … | 0.00 | 8.89 | 10.51 | 19.55 | 31.37 | 9.71 | 19.55 | NA |
| Yield(%) | 0.00 | 5.61 | 6.42 | 4.21 | 2.58 | 1.72 | 1.29 | … | … | 2.66 | 5.98 | 7.12 | 6.04 | 3.97 | 4.34 | 4.01 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/23/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKVTY (HK Electric Investments and HK Electric Investments Limited) |
-15.82%
Oct 2020 – Oct 2023 |
-4.62%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKVTY (HK Electric Investments and HK Electric Investments Limited) |
13.36%
Apr 2023 – Apr 2026 |
2.11%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart