Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWWDF (New World Development Company Limited) | 30.85% | 92.19% | -9.20% | -13.45% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWWDF (New World Development Company Limited) | 01/06/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 92.19 | -9.20 | -13.45 | NA | NA | NA | … | … | 30.85 | 2.17 | -37.33 | -31.35 | -26.14 | 36.98 |
| Sharpe Ratio | NA | 2.37 | -0.41 | -0.30 | NA | NA | NA | … | … | 2.21 | -0.01 | -1.21 | -0.67 | -0.43 | 0.74 |
| Standard Deviation(%) | NA | 37.77 | 51.08 | 54.15 | NA | NA | NA | … | … | 40.99 | 60.98 | 33.84 | 52.83 | 61.78 | 54.03 |
| Draw Down(%) | NA | 4.69 | 74.76 | 83.25 | NA | NA | NA | … | … | 0.00 | 39.13 | 37.33 | 41.93 | 51.27 | 26.55 |
| Yield(%) | 0.00 | 0.00 | 4.60 | 8.60 | 5.23 | 3.49 | 2.62 | … | … | 0.00 | 0.00 | 1.71 | 11.67 | 6.57 | 39.20 |
Data as of 06/03/2026, Common starting date is 01/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWWDF (New World Development Company Limited) |
-43.62%
Feb 2022 – Feb 2025 |
-13.45%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWWDF (New World Development Company Limited) |
-9.20%
May 2023 – May 2026 |
-10.85%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart