Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HNLGY (Hang Lung Group Ltd ADR) | 4.37% | 25.55% | -2.49% | -1.74% | -7.67% | NA | NA | -6.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNLGY (Hang Lung Group Ltd ADR) | 10/18/2010 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 10/18/2010.
AR inception is since 10/18/2010.
| 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 (%) | 9.29 | 25.55 | -2.49 | -1.74 | -7.67 | NA | NA | -6.67 | 4.37 | 18.28 | -22.65 | -11.01 | -7.41 | 9.39 | -3.69 | -25.63 | 6.70 | 9.71 | -25.66 | -8.62 | -10.61 | 3.88 | -15.84 | -0.65 |
| Sharpe Ratio | NA | 0.43 | -0.32 | -0.16 | -0.27 | NA | NA | -0.25 | -0.38 | 0.28 | -1.15 | -0.27 | -0.31 | 0.14 | -0.20 | -1.11 | 0.35 | 0.33 | -0.93 | -0.37 | -0.56 | 0.17 | -0.53 | -0.12 |
| Standard Deviation(%) | NA | 40.09 | 40.10 | 35.70 | 35.90 | NA | NA | 32.59 | 41.19 | 41.78 | 23.66 | 46.32 | 24.00 | 65.17 | 25.27 | 24.42 | 17.68 | 29.23 | 27.54 | 23.23 | 18.99 | 23.21 | 29.76 | 27.32 |
| Draw Down(%) | NA | 16.67 | 44.51 | 49.77 | 69.37 | NA | NA | 74.89 | 15.16 | 17.18 | 24.52 | 39.09 | 13.75 | 31.52 | 27.25 | 37.08 | 21.35 | 22.55 | 40.75 | 21.98 | 20.39 | 20.03 | 31.98 | 12.35 |
| Yield(%) | 0.00 | 6.83 | 3.80 | 4.30 | 1.91 | 1.44 | 1.08 | 1.54 | 0.00 | 6.12 | 6.23 | 5.04 | 5.57 | 5.73 | 3.91 | 2.70 | 2.93 | 3.20 | 2.31 | 2.03 | 1.78 | 1.29 | 1.45 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNLGY (Hang Lung Group Ltd ADR) |
-22.97%
Feb 2013 - Feb 2016 |
-14.96%
May 2015 - May 2020 |
-10.90%
May 2014 - May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNLGY (Hang Lung Group Ltd ADR) |
9.11%
Feb 2016 - Feb 2019 |
2.54%
Feb 2016 - Feb 2021 |
-3.70%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart