Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWRAF (Swire Pacific Limited) | NA | -10.33% | 29.55% | 24.01% | 5.61% | NA | NA | … | … |
Data as of 04/23/2025, Common starting date is 10/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWRAF (Swire Pacific Limited) | 10/11/2010 | 04/23/2025 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.33 | 29.55 | 24.01 | 5.61 | NA | NA | … | … | -1.23 | 3.84 | 34.50 | 114.96 | 14.02 | -35.24 | -13.24 | 24.54 | 0.57 | -12.26 | -12.11 | 18.96 | -1.85 | 6.68 | -20.79 | 14.67 |
| Sharpe Ratio | NA | -0.13 | 0.69 | 0.48 | 0.11 | NA | NA | … | … | -0.03 | -0.10 | 0.78 | 2.37 | 0.33 | -0.57 | -0.53 | 1.30 | 0.00 | -0.41 | -0.54 | 1.18 | -0.14 | 0.28 | -0.83 | 2.66 |
| Standard Deviation(%) | NA | 51.65 | 36.63 | 44.91 | 36.71 | NA | NA | … | … | 204.19 | 28.38 | 39.28 | 45.93 | 43.50 | 62.13 | 27.52 | 17.97 | 12.24 | 30.41 | 22.51 | 16.11 | 13.77 | 23.81 | 25.05 | 31.26 |
| Draw Down(%) | NA | 17.62 | 23.92 | 28.31 | 59.91 | NA | NA | … | … | 9.26 | 14.71 | 23.92 | 15.03 | 24.10 | 46.49 | 27.10 | 7.97 | 8.35 | 20.39 | 19.99 | 8.15 | 8.52 | 14.56 | 28.21 | 4.20 |
| Yield(%) | 0.00 | 1.76 | 18.25 | 17.48 | 5.59 | 4.88 | 3.66 | … | … | 0.00 | 5.05 | 28.84 | 29.76 | 19.82 | 3.24 | 3.61 | 3.17 | 2.89 | 4.38 | 3.79 | 3.99 | 3.69 | 3.62 | 5.27 | 0.00 |
Data as of 04/23/2025, Common starting date is 10/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRAF (Swire Pacific Limited) |
-18.34%
Nov 2017 – Nov 2020 |
-15.43%
Jul 2015 – Jul 2020 |
-7.75%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRAF (Swire Pacific Limited) |
48.83%
Dec 2020 – Dec 2023 |
16.33%
Oct 2019 – Oct 2024 |
9.04%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart