Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHTGF (Shun Tak Holdings Limited) | NA | -20.00% | -27.51% | -22.39% | -13.03% | NA | NA | … | … |
Data as of 04/22/2025, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHTGF (Shun Tak Holdings Limited) | 09/26/2012 | 04/22/2025 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.00 | -27.51 | -22.39 | -13.03 | NA | NA | … | … | 0.00 | -42.86 | 16.67 | -50.00 | -11.11 | -21.59 | 44.71 | -22.08 | 7.67 | -5.26 | -21.33 | -16.00 | 59.72 | -5.26 |
| Sharpe Ratio | NA | -0.59 | -0.80 | -0.73 | -0.38 | NA | NA | … | … | 0.00 | -0.89 | 0.81 | -1.34 | -0.94 | -0.59 | 0.90 | -0.62 | 0.19 | -0.22 | -0.40 | -0.65 | 1.17 | -2.29 |
| Standard Deviation(%) | NA | 44.70 | 39.85 | 34.25 | 38.32 | NA | NA | … | … | NA | 55.98 | 15.48 | 38.44 | 11.83 | 36.94 | 48.16 | 37.52 | 36.88 | 25.29 | 53.71 | 24.75 | 50.91 | 8.41 |
| Draw Down(%) | NA | 33.33 | 65.22 | 77.14 | 83.39 | NA | NA | … | … | 0.00 | 42.86 | 0.00 | 50.00 | 11.11 | 22.86 | 31.91 | 34.07 | 25.00 | 21.05 | 37.84 | 24.39 | 20.33 | 5.26 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.80 | 3.06 | 2.49 | 1.86 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.55 | 13.48 | 2.06 | 2.06 | 0.66 | 4.27 | 1.07 | 2.83 | 0.00 |
Data as of 04/22/2025, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHTGF (Shun Tak Holdings Limited) |
-30.66%
Dec 2021 – Dec 2024 |
-25.32%
Dec 2019 – Dec 2024 |
-14.44%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHTGF (Shun Tak Holdings Limited) |
17.86%
Jun 2016 – Jun 2019 |
4.80%
Jan 2013 – Jan 2018 |
-8.24%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart