Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCWLF (PCCW Limited) | 23.52% | 31.42% | 29.41% | 24.37% | 23.37% | 27.90% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCWLF (PCCW Limited) | 02/17/2009 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 31.42 | 29.41 | 24.37 | 23.37 | 27.90 | NA | … | … | 23.52 | 38.83 | 22.74 | 40.33 | -7.89 | 8.83 | 81.55 | 69.49 | 3.46 | 19.30 | -6.01 | -9.23 | 60.72 | 60.45 | 33.32 | 19.67 | 295.34 | -23.10 |
| Sharpe Ratio | NA | 0.16 | 0.32 | 0.29 | 0.39 | NA | NA | … | … | 0.13 | 0.55 | 0.30 | 0.77 | -0.17 | 0.17 | 1.27 | 1.36 | 0.08 | 0.56 | -0.19 | -0.27 | 2.16 | 1.38 | 0.91 | 0.40 | 3.93 | -0.40 |
| Standard Deviation(%) | NA | 59.37 | 60.26 | 58.41 | 51.82 | NA | NA | … | … | 57.53 | 67.22 | 62.72 | 48.07 | 54.92 | 52.63 | 63.66 | 50.05 | 24.63 | 33.43 | 33.40 | 33.78 | 28.07 | 43.68 | 37.00 | 48.91 | 75.20 | 65.67 |
| Draw Down(%) | NA | 16.67 | 16.67 | 34.80 | 34.80 | NA | NA | … | … | 14.81 | 15.38 | 16.67 | 15.14 | 34.80 | 17.00 | 21.31 | 8.47 | 11.70 | 12.98 | 28.63 | 26.60 | 6.52 | 18.37 | 17.65 | 27.27 | 13.89 | 31.81 |
| Yield(%) | 4.99 | 7.28 | 12.54 | 12.68 | 14.27 | 24.04 | 18.58 | … | … | 4.99 | 8.71 | 9.25 | 10.61 | 9.69 | 23.72 | 45.86 | 41.07 | 6.90 | 7.55 | 5.45 | 4.48 | 6.82 | 45.45 | 6.25 | 34.09 | 78.26 | 34.04 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCWLF (PCCW Limited) |
0.26%
Oct 2014 – Oct 2017 |
8.94%
Apr 2014 – Apr 2019 |
17.26%
Jun 2014 – Jun 2024 |
24.95%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCWLF (PCCW Limited) |
84.76%
Dec 2009 – Dec 2012 |
74.68%
Dec 2009 – Dec 2014 |
40.05%
Dec 2009 – Dec 2019 |
35.08%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart