Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMDCF (HUTCHMED (China) Limited) | 0.00% | -15.75% | -14.35% | -8.88% | NA | NA | NA | -5.49% |
Data as of 07/21/2025, AR inception is 10/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMDCF (HUTCHMED (China) Limited) | 10/06/2017 | 07/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.75 | -14.35 | -8.88 | NA | NA | NA | -5.49 | 0.00 | -15.75 | 27.00 | -41.29 | 0.00 | -17.05 | 0.82 | -10.91 | 43.92 |
| Sharpe Ratio | NA | -1.10 | -0.20 | -0.15 | NA | NA | NA | -0.12 | 0.00 | -1.31 | 0.19 | -0.26 | 0.00 | -0.92 | -0.72 | -1.19 | 7.33 |
| Standard Deviation(%) | NA | 17.20 | 87.27 | 73.30 | NA | NA | NA | 58.09 | NA | 17.20 | 120.11 | 141.02 | NA | 18.66 | 0.82 | 10.27 | 52.62 |
| Draw Down(%) | NA | 15.75 | 68.49 | 68.49 | NA | NA | NA | 76.52 | 0.00 | 15.75 | 48.08 | 68.49 | 0.00 | 17.05 | 0.00 | 10.91 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/21/2025, AR inception is 10/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMDCF (HUTCHMED (China) Limited) |
-34.97%
Sep 2019 - Sep 2022 |
-14.80%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMDCF (HUTCHMED (China) Limited) |
-5.79%
Sep 2018 - Sep 2021 |
-9.01%
Jun 2019 - Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart