Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NHPEF (New Hope Corporation Ltd) | 65.85% | 67.69% | 23.10% | 46.61% | 28.50% | 7.40% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NHPEF (New Hope Corporation Ltd) | 10/18/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.73 | 67.69 | 23.10 | 46.61 | 28.50 | 7.40 | NA | … | … | 65.85 | -6.66 | 6.59 | -4.69 | 229.40 | 56.34 | -20.88 | -31.98 | 31.89 | 71.50 | -5.15 | -29.50 | -27.86 | -30.49 | -21.27 | 16.37 | -4.27 |
| Sharpe Ratio | NA | 1.29 | 0.34 | 0.87 | 0.53 | NA | NA | … | … | 3.13 | -0.16 | 0.07 | -0.19 | 3.64 | 1.15 | -0.52 | -0.57 | 0.83 | 2.08 | -0.11 | -1.01 | -0.93 | -1.23 | -0.80 | 0.46 | -1.57 |
| Standard Deviation(%) | NA | 60.76 | 52.42 | 53.91 | 49.42 | NA | NA | … | … | 62.77 | 61.38 | 42.73 | 43.81 | 63.14 | 48.93 | 40.18 | 58.52 | 37.01 | 34.22 | 47.71 | 29.11 | 29.91 | 24.84 | 26.92 | 35.45 | 12.20 |
| Draw Down(%) | NA | 17.85 | 40.22 | 40.22 | 68.29 | NA | NA | … | … | 17.85 | 34.39 | 22.47 | 30.49 | 23.09 | 26.60 | 40.66 | 49.45 | 18.59 | 11.98 | 30.00 | 31.67 | 37.19 | 37.49 | 35.67 | 19.52 | 4.66 |
| Yield(%) | 0.00 | 6.12 | 10.44 | 35.70 | 28.50 | 4.36 | 3.31 | … | … | 2.63 | 7.03 | 15.14 | 14.22 | 52.02 | 9.82 | 2.70 | 6.22 | 7.81 | 9.09 | 1.54 | 6.00 | 5.07 | 2.26 | 1.75 | 1.83 | 2.83 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHPEF (New Hope Corporation Ltd) |
-33.98%
Mar 2013 – Mar 2016 |
-25.90%
Feb 2012 – Feb 2017 |
-11.41%
Apr 2011 – Apr 2021 |
3.72%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHPEF (New Hope Corporation Ltd) |
89.95%
Sep 2020 – Sep 2023 |
51.43%
Apr 2021 – Apr 2026 |
27.75%
May 2016 – May 2026 |
6.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart