Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HKXCF (Hong Kong Exchanges and Clearing Limited) | -0.70% | -0.05% | 11.38% | 0.01% | 12.12% | 9.88% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKXCF (Hong Kong Exchanges and Clearing Limited) | 02/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.17 | -0.05 | 11.38 | 0.01 | 12.12 | 9.88 | NA | … | … | -0.70 | 42.86 | 8.70 | -16.75 | -25.98 | 18.50 | 94.98 | 14.54 | 3.18 | 24.70 | -5.77 | 18.80 | 36.77 | -0.08 | 10.33 | -28.70 | 32.57 | 129.12 |
| Sharpe Ratio | NA | 0.00 | 0.19 | -0.04 | 0.28 | NA | NA | … | … | 0.02 | 0.74 | 0.08 | -0.56 | -0.65 | 0.46 | 2.53 | 0.48 | 0.06 | 0.90 | -0.22 | 0.42 | 1.37 | 0.00 | 0.36 | -0.81 | 1.12 | 3.21 |
| Standard Deviation(%) | NA | 48.07 | 54.61 | 49.29 | 41.14 | NA | NA | … | … | 51.28 | 54.33 | 62.63 | 36.87 | 42.10 | 40.53 | 37.29 | 27.45 | 31.84 | 26.98 | 26.64 | 44.99 | 26.73 | 23.43 | 29.04 | 35.42 | 28.97 | 48.94 |
| Draw Down(%) | NA | 19.03 | 33.16 | 59.68 | 59.68 | NA | NA | … | … | 17.63 | 26.87 | 30.24 | 35.51 | 56.92 | 22.18 | 19.90 | 20.76 | 33.40 | 12.37 | 17.58 | 43.48 | 12.54 | 24.01 | 31.61 | 44.64 | 23.72 | 18.22 |
| Yield(%) | 0.00 | 3.13 | 3.26 | 3.44 | 7.18 | 6.31 | 13.40 | … | … | 1.57 | 3.83 | 3.13 | 2.34 | 1.64 | 10.35 | 12.02 | 2.99 | 2.58 | 2.51 | 2.54 | 3.05 | 2.78 | 2.30 | 3.16 | 2.53 | 2.84 | 5.84 |
Data as of 06/05/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKXCF (Hong Kong Exchanges and Clearing Limited) |
-18.99%
Aug 2021 – Aug 2024 |
0.35%
May 2021 – May 2026 |
6.05%
Apr 2015 – Apr 2025 |
7.25%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKXCF (Hong Kong Exchanges and Clearing Limited) |
45.67%
Oct 2018 – Oct 2021 |
30.21%
Jan 2016 – Jan 2021 |
20.90%
Sep 2011 – Sep 2021 |
13.58%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart