Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUATF (Huatai Securities Co. Ltd) | 0.00% | 32.74% | 26.64% | 8.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUATF (Huatai Securities Co. Ltd) | 03/06/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.74 | 26.64 | 8.32 | NA | NA | NA | … | … | 0.00 | 80.52 | 6.88 | 5.26 | -29.05 | 3.60 | 2.31 |
| Sharpe Ratio | NA | 1.39 | 0.53 | 0.15 | NA | NA | NA | … | … | 0.00 | 1.02 | 0.62 | 0.31 | -0.79 | 1.05 | 1.09 |
| Standard Deviation(%) | NA | 21.61 | 44.06 | 38.30 | NA | NA | NA | … | … | NA | 76.16 | 5.23 | 5.15 | 38.67 | 3.42 | 2.51 |
| Draw Down(%) | NA | 0.00 | 28.57 | 31.72 | NA | NA | NA | … | … | 0.00 | 28.57 | 0.00 | 0.00 | 31.72 | 0.14 | 0.00 |
| Yield(%) | 0.00 | 7.32 | 7.14 | 4.27 | 2.36 | 1.58 | 1.18 | … | … | 0.00 | 9.96 | 6.42 | 5.03 | 3.61 | 3.35 | 2.26 |
Data as of 06/04/2026, Common starting date is 03/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUATF (Huatai Securities Co. Ltd) |
-9.75%
Jun 2020 – Jun 2023 |
2.38%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUATF (Huatai Securities Co. Ltd) |
26.64%
Nov 2022 – Nov 2025 |
10.01%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart