Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCCWY (PCCW Limited) | 14.60% | 15.80% | 25.54% | 16.65% | 9.93% | 12.95% | 11.54% | … | … |
Data as of 06/03/2026, Common starting date is 08/23/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCCWY (PCCW Limited) | 08/23/2000 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.17 | 15.80 | 25.54 | 16.65 | 9.93 | 12.95 | 11.54 | … | … | 14.60 | 27.58 | 23.47 | 36.74 | -5.28 | -9.15 | 12.86 | 8.23 | 5.32 | 14.39 | -3.29 | -10.19 | 58.23 | 7.73 | 51.93 | -18.90 | 100.64 | -6.57 | -14.98 | -0.65 | 2.91 | -1.01 | -1.37 | -17.42 | -42.59 | -55.92 | -68.08 |
| Sharpe Ratio | NA | 0.13 | 0.39 | 0.25 | 0.19 | NA | NA | … | … | 0.54 | 0.34 | 0.38 | 0.92 | -0.16 | -0.27 | 0.36 | 0.22 | 0.13 | 0.57 | -0.14 | -0.33 | 2.29 | 0.25 | 1.38 | -0.49 | 2.35 | -0.08 | -0.20 | -0.14 | -0.02 | -0.14 | -0.06 | -0.41 | -0.91 | -1.04 | -1.17 |
| Standard Deviation(%) | NA | 53.99 | 56.76 | 50.00 | 41.18 | NA | NA | … | … | 37.70 | 74.14 | 52.72 | 36.14 | 41.06 | 33.74 | 35.10 | 30.64 | 30.58 | 24.03 | 25.35 | 30.69 | 25.37 | 30.22 | 37.88 | 38.49 | 42.74 | 85.71 | 79.55 | 28.23 | 30.01 | 23.83 | 38.16 | 43.77 | 48.22 | 56.87 | 85.73 |
| Draw Down(%) | NA | 16.34 | 19.12 | 31.08 | 31.08 | NA | NA | … | … | 11.84 | 19.12 | 13.36 | 16.22 | 31.08 | 15.71 | 20.00 | 12.15 | 12.14 | 12.07 | 27.87 | 25.79 | 8.32 | 22.23 | 13.17 | 30.84 | 14.38 | 47.71 | 51.37 | 14.18 | 19.70 | 15.85 | 28.79 | 42.32 | 63.64 | 68.75 | 71.25 |
| Yield(%) | 5.24 | 6.97 | 9.98 | 9.03 | 7.07 | 10.86 | 7.23 | … | … | 5.24 | 8.56 | 9.57 | 10.61 | 9.45 | 7.08 | 10.05 | 7.07 | 6.56 | 6.79 | 5.55 | 4.03 | 6.00 | 5.69 | 16.04 | 4.60 | 9.92 | 35.68 | 4.57 | 3.83 | 1.39 | 3.34 | 1.07 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/23/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCWY (PCCW Limited) |
-50.85%
Sep 2000 – Sep 2003 |
-34.37%
Sep 2000 – Sep 2005 |
-17.13%
Sep 2000 – Sep 2010 |
-7.45%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCWY (PCCW Limited) |
39.62%
Jan 2012 – Jan 2015 |
33.33%
Dec 2009 – Dec 2014 |
17.42%
Nov 2009 – Nov 2019 |
14.70%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart