Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HTCTF (Hutchison Telecommunications Hong Kong Holdings Limited) -6.25% 22.95% -1.67% 6.55% nan% NA NA
Data as of 06/03/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
Name Start Date End Date
HTCTF (Hutchison Telecommunications Hong Kong Holdings Limited) 09/26/2012 06/03/2026
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 22.95 -1.67 6.55 nan NA NA -6.25 28.00 1.84 -6.32 6.67 49.41 -23.91 -162.03 28.81 -8.30 -6.51 3.41 1.08 35.75 5.95
Sharpe Ratio NA 0.41 -0.13 0.12 NA NA NA -1.46 0.21 -0.04 -0.42 0.19 1.35 -1.11 NA 0.76 -0.71 -0.32 0.16 0.08 0.73 2.57
Standard Deviation(%) NA 54.40 39.48 36.18 NA NA NA 11.68 80.76 17.46 25.35 27.97 36.53 21.69 NA 36.45 12.64 21.13 21.12 13.48 48.95 9.95
Draw Down(%) NA 0.00 16.22 0.00 181.24 NA NA 3.78 2.60 7.69 6.32 3.36 0.00 16.36 176.00 15.00 11.41 15.12 14.65 8.97 27.59 0.24
Yield(%) 0.00 2.38 2.47 10.26 27.59 18.24 13.68 0.00 2.35 5.15 8.67 12.50 43.31 0.00 210.53 0.00 3.00 2.72 5.38 2.64 42.70 0.00
Data as of 06/03/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTCTF (Hutchison Telecommunications Hong Kong Holdings Limited) -7.73%
Jul 2013 – Jul 2016
-3.09%
Jul 2013 – Jul 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTCTF (Hutchison Telecommunications Hong Kong Holdings Limited) 22.46%
May 2020 – May 2023
13.24%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return