Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHKIF (Poly Property Group Co. Limited) | NA | -9.08% | -13.49% | 2.93% | 12.07% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHKIF (Poly Property Group Co. Limited) | 02/15/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.08 | -13.49 | 2.93 | 12.07 | NA | NA | … | … | -21.48 | 16.66 | -29.33 | 96.01 | -8.94 | 8.27 | 69.02 | -0.13 | 22.28 | 0.00 | 11.19 | 13.23 | 33.24 |
| Sharpe Ratio | NA | -0.23 | -0.52 | 0.02 | 0.27 | NA | NA | … | … | -0.87 | 0.31 | -1.50 | 1.54 | -0.72 | 0.14 | 1.57 | -0.03 | 1.03 | 0.00 | 0.13 | 0.15 | 0.88 |
| Standard Deviation(%) | NA | 51.62 | 32.82 | 37.98 | 39.62 | NA | NA | … | … | 35.84 | 42.45 | 22.07 | 61.85 | 12.37 | 55.19 | 43.06 | 54.62 | 21.00 | NA | 82.80 | 87.61 | 44.06 |
| Draw Down(%) | NA | 37.04 | 37.04 | 37.37 | 43.95 | NA | NA | … | … | 26.09 | 22.22 | 29.33 | 1.69 | 12.56 | 43.95 | 5.29 | 34.15 | 0.82 | 0.00 | 58.87 | 37.75 | 10.36 |
| Yield(%) | 0.00 | 1.42 | 2.23 | 10.50 | 15.68 | 8.86 | 6.65 | … | … | 1.23 | 5.30 | 2.10 | 52.48 | 4.61 | 7.76 | 37.51 | 31.11 | 0.00 | 0.00 | 21.05 | 32.72 | 29.33 |
Data as of 09/26/2025, Common starting date is 02/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHKIF (Poly Property Group Co. Limited) |
-13.49%
Jun 2022 – Jun 2025 |
0.06%
Jun 2015 – Jun 2020 |
4.36%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHKIF (Poly Property Group Co. Limited) |
39.16%
Jan 2017 – Jan 2020 |
32.10%
Jun 2017 – Jun 2022 |
20.46%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart