Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWPFF (Swire Properties Limited) | 7.92% | 29.25% | 7.04% | 9.69% | 8.38% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWPFF (Swire Properties Limited) | 01/08/2013 | 06/05/2026 |
| 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 (%) | -9.21 | 29.25 | 7.04 | 9.69 | 8.38 | NA | NA | … | … | 7.92 | 37.99 | 12.54 | 2.57 | 17.07 | -16.10 | -3.67 | -11.99 | 20.24 | 16.61 | 0.80 | -0.23 | 22.49 | -26.83 |
| Sharpe Ratio | NA | 1.48 | 0.25 | 0.51 | 0.02 | NA | NA | … | … | 1.66 | 1.23 | 0.30 | -0.03 | 0.33 | -0.01 | -0.10 | -0.40 | 0.78 | 1.24 | 0.03 | -0.01 | 1.82 | -1.24 |
| Standard Deviation(%) | NA | 28.56 | 29.27 | 42.68 | 433.70 | NA | NA | … | … | 30.14 | 29.17 | 29.28 | 35.63 | 44.69 | 1,613.50 | 40.58 | 33.94 | 24.35 | 12.94 | 21.80 | 18.99 | 12.36 | 21.95 |
| Draw Down(%) | NA | 11.94 | 37.47 | 37.47 | 99.99 | NA | NA | … | … | 11.94 | 11.49 | 22.82 | 29.53 | 24.51 | 99.99 | 36.10 | 30.21 | 13.85 | 7.89 | 16.49 | 18.20 | 4.20 | 30.64 |
| Yield(%) | 0.00 | 1.98 | 3.90 | 7.79 | 6.66 | 3.87 | 2.90 | … | … | 0.00 | 7.04 | 7.03 | 5.02 | 28.71 | 2.76 | 3.81 | 2.99 | 3.17 | 3.24 | 3.16 | 3.06 | 3.24 | 2.31 |
Data as of 06/05/2026, Common starting date is 01/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWPFF (Swire Properties Limited) |
-16.86%
May 2018 – May 2021 |
-7.25%
Jun 2019 – Jun 2024 |
0.65%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWPFF (Swire Properties Limited) |
22.70%
May 2020 – May 2023 |
24.27%
May 2021 – May 2026 |
10.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart