Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHGKF (Sun Hung Kai & Company. Ltd) | NA | -19.45% | -3.58% | -2.17% | 4.28% | 11.79% | 24.26% | … | … |
Data as of 09/26/2025, Common starting date is 09/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHGKF (Sun Hung Kai & Company. Ltd) | 09/26/2001 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.45 | -3.58 | -2.17 | 4.28 | 11.79 | 24.26 | … | … | 130.67 | -63.16 | 5.47 | 38.86 | 15.88 | 41.02 | 93.56 | -13.05 | 4.10 | 41.66 | 1.55 | 85.28 | -48.33 | 68.44 | 695.02 | 208.16 | 49.05 | 49.05 | 47.72 | 11.11 |
| Sharpe Ratio | NA | -0.21 | -0.08 | -0.06 | 0.06 | NA | NA | … | … | 2.48 | -0.88 | -0.07 | 1.43 | 0.45 | 1.56 | 2.06 | -0.70 | 1.43 | 1.27 | 0.05 | 2.50 | -0.69 | 1.12 | 4.74 | 2.42 | 1.71 | 1.72 | 1.94 | 2.34 |
| Standard Deviation(%) | NA | 105.17 | 66.05 | 66.05 | 47.48 | NA | NA | … | … | 84.40 | 75.62 | 4.25 | 26.77 | 35.13 | 26.30 | 45.45 | 18.70 | 2.85 | 32.88 | 27.76 | 34.10 | 71.07 | 58.72 | 147.27 | 85.01 | 28.17 | 28.17 | 24.00 | 20.59 |
| Draw Down(%) | NA | 65.63 | 65.63 | 65.63 | 65.63 | NA | NA | … | … | 1.59 | 65.63 | 0.00 | 0.00 | 20.39 | 2.56 | 0.00 | 16.82 | 0.00 | 0.00 | 22.97 | 7.02 | 50.53 | 20.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.30 | 5.28 | 3.17 | 7.21 | 12.34 | 41.33 | … | … | 15.18 | 5.29 | 5.25 | 25.67 | 34.21 | 33.33 | 25.33 | 4.38 | 3.98 | 29.96 | 13.33 | 22.81 | 22.97 | 20.10 | 57.72 | 40.73 | 36.18 | 36.18 | 29.90 | 10.00 |
Data as of 09/26/2025, Common starting date is 09/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHGKF (Sun Hung Kai & Company. Ltd) |
-25.72%
Nov 2021 – Nov 2024 |
-10.14%
Jun 2020 – Jun 2025 |
6.11%
Jul 2015 – Jul 2025 |
22.25%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHGKF (Sun Hung Kai & Company. Ltd) |
273.40%
Oct 2004 – Oct 2007 |
158.60%
Oct 2002 – Oct 2007 |
68.68%
Oct 2001 – Oct 2011 |
53.71%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart