Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHGKY (Sun Hung Kai & Company Lt) | 5.47% | 57.76% | 29.45% | 1.81% | 3.88% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHGKY (Sun Hung Kai & Company Lt) | 04/11/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 50.35 | 57.76 | 29.45 | 1.81 | 3.88 | NA | NA | … | … | 5.47 | 40.69 | 13.92 | -7.32 | -19.78 | -10.18 | 6.02 | 5.96 | 5.94 | 5.99 | -26.55 | 4.16 | 59.72 | -19.94 |
| Sharpe Ratio | NA | -0.20 | 0.05 | -0.07 | -0.06 | NA | NA | … | … | -0.64 | 0.24 | 0.09 | -0.06 | -0.50 | -0.54 | 1.39 | 1.09 | 1.12 | 1.30 | -0.74 | 1.43 | 1.29 | -0.85 |
| Standard Deviation(%) | NA | 138.61 | 153.38 | 125.60 | 89.41 | NA | NA | … | … | 94.96 | 161.18 | 116.06 | 183.65 | 42.65 | 18.99 | 4.13 | 4.10 | 4.10 | 4.12 | 35.92 | 2.88 | 46.12 | 31.10 |
| Draw Down(%) | NA | 51.21 | 51.21 | 61.47 | 63.96 | NA | NA | … | … | 43.82 | 35.04 | 33.37 | 53.18 | 36.05 | 15.81 | 0.00 | 0.00 | 0.00 | 0.00 | 30.05 | 0.00 | 2.35 | 23.14 |
| Yield(%) | 0.00 | 5.55 | 10.58 | 4.71 | 5.22 | 3.83 | 2.87 | … | … | 0.00 | 10.53 | 10.36 | 9.82 | 4.34 | 5.85 | 5.76 | 5.70 | 5.69 | 5.73 | 4.03 | 4.03 | 3.36 | 4.04 |
Data as of 06/04/2026, Common starting date is 04/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHGKY (Sun Hung Kai & Company Lt) |
-26.47%
Nov 2020 – Nov 2023 |
-14.89%
Nov 2018 – Nov 2023 |
-4.78%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHGKY (Sun Hung Kai & Company Lt) |
25.27%
Oct 2022 – Oct 2025 |
6.58%
Jun 2014 – Jun 2019 |
1.94%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart