Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSNGF (Hang Seng Bank Limited) | -18.08% | 25.90% | 7.65% | 0.53% | 3.34% | NA | NA | … | … |
Data as of 04/28/2026, Common starting date is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSNGF (Hang Seng Bank Limited) | 02/01/2012 | 04/28/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.90 | 7.65 | 0.53 | 3.34 | NA | NA | … | … | -18.08 | 69.25 | 14.75 | -28.33 | -7.88 | 13.81 | -14.08 | -5.09 | -4.31 | 44.72 | 6.69 | 21.45 | 5.40 | 44.45 | 41.33 |
| Sharpe Ratio | NA | 0.75 | 0.15 | -0.07 | 0.07 | NA | NA | … | … | -1.38 | 2.17 | 0.35 | -1.45 | -0.29 | 0.88 | -0.51 | -0.21 | -0.22 | 2.89 | 0.46 | 0.03 | 0.83 | 1.73 | 2.51 |
| Standard Deviation(%) | NA | 30.82 | 29.61 | 28.18 | 26.19 | NA | NA | … | … | 35.40 | 30.69 | 31.47 | 22.20 | 30.42 | 17.00 | 28.11 | 31.93 | 26.00 | 15.33 | 14.01 | 806.03 | 6.49 | 25.65 | 18.45 |
| Draw Down(%) | NA | 18.08 | 32.35 | 50.33 | 55.84 | NA | NA | … | … | 18.08 | 18.12 | 13.68 | 29.06 | 33.91 | 13.08 | 29.05 | 23.73 | 16.80 | 2.99 | 9.33 | 98.23 | 5.07 | 14.21 | 6.20 |
| Yield(%) | 0.00 | 3.84 | 4.29 | 3.42 | 4.70 | 9.58 | 7.19 | … | … | 0.00 | 7.48 | 5.03 | 4.15 | 4.01 | 4.62 | 4.13 | 4.42 | 3.71 | 10.00 | 6.02 | 4.47 | 4.44 | 34.85 | 19.85 |
Data as of 04/28/2026, Common starting date is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSNGF (Hang Seng Bank Limited) |
-64.51%
May 2012 – May 2015 |
-12.14%
Feb 2019 – Feb 2024 |
0.19%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSNGF (Hang Seng Bank Limited) |
335.91%
May 2015 – May 2018 |
124.64%
May 2015 – May 2020 |
50.79%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
