Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HTHT (H World Group Limited) | 4.50% | 5.44% | -2.50% | 2.14% | 20.27% | 16.63% | NA | 17.32% |
Data as of 07/01/2025, AR inception is 03/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTHT (H World Group Limited) | 03/26/2010 | 07/01/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.24 | 5.44 | -2.50 | 2.14 | 20.27 | 16.63 | NA | 17.32 | 4.50 | 0.96 | -19.00 | 14.31 | -17.08 | 13.34 | 39.96 | -19.77 | 180.27 | 65.83 | 21.44 | -13.72 | 78.65 | 20.07 | -34.80 | 56.47 |
| Sharpe Ratio | NA | 0.10 | -0.05 | -0.02 | 0.38 | NA | NA | 0.34 | 0.31 | -0.13 | -0.59 | 0.17 | -0.37 | 0.25 | 0.87 | -0.38 | 4.18 | 1.74 | 0.46 | -0.39 | 1.92 | 0.50 | -0.69 | 1.65 |
| Standard Deviation(%) | NA | 42.98 | 45.85 | 51.52 | 49.49 | NA | NA | 47.56 | 37.95 | 43.97 | 39.92 | 77.12 | 45.77 | 52.98 | 44.57 | 56.31 | 43.29 | 37.67 | 46.82 | 35.43 | 41.01 | 40.11 | 50.52 | 47.60 |
| Draw Down(%) | NA | 27.17 | 46.05 | 64.02 | 64.02 | NA | NA | 64.02 | 19.91 | 34.44 | 35.34 | 51.16 | 46.40 | 35.33 | 33.33 | 49.41 | 27.10 | 17.75 | 33.52 | 35.53 | 24.45 | 30.74 | 48.54 | 27.23 |
| Yield(%) | 0.00 | 4.78 | 2.16 | 1.67 | 6.21 | 6.57 | 5.39 | 7.18 | 2.98 | 1.92 | 2.17 | 0.56 | 0.00 | 0.82 | 0.00 | 0.86 | 1.27 | 0.00 | 2.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 03/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTHT (H World Group Limited) |
-13.65%
Apr 2021 - Apr 2024 |
-3.53%
Oct 2017 - Oct 2022 |
16.88%
Dec 2013 - Dec 2023 |
16.72%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTHT (H World Group Limited) |
94.50%
Feb 2015 - Feb 2018 |
62.47%
May 2013 - May 2018 |
30.89%
Feb 2011 - Feb 2021 |
17.51%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart