Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWRBF (Swire Pacific Limited) | 12.87% | 20.40% | 37.73% | 35.58% | 14.62% | 7.22% | 14.26% | … | … |
Data as of 06/05/2026, Common starting date is 08/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWRBF (Swire Pacific Limited) | 08/22/1997 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.40 | 37.73 | 35.58 | 14.62 | 7.22 | 14.26 | … | … | 12.87 | 10.17 | 33.80 | 49.27 | 104.70 | 29.51 | -36.96 | -1.50 | 10.91 | -20.80 | 4.52 | -14.35 | 10.12 | -24.58 | 2.92 | 48.73 | 5.61 | -8.73 | 3.30 | 253.62 | 0.00 | 0.00 | 0.00 | 0.00 | -0.43 | 0.00 | 1.61 | 31.15 | -49.32 | -35.88 |
| Sharpe Ratio | NA | 0.38 | 0.43 | 0.46 | 0.24 | NA | NA | … | … | 2.71 | 0.15 | 0.24 | 1.20 | 1.93 | 0.66 | -0.96 | -0.10 | 0.47 | -1.26 | 0.27 | -0.67 | 0.82 | -0.87 | 1.34 | 1.41 | 1.66 | -0.45 | 0.91 | 0.96 | 0.00 | 0.00 | 0.00 | 0.00 | -3.64 | 0.00 | -0.93 | 1.31 | -1.09 | -1.07 |
| Standard Deviation(%) | NA | 47.98 | 80.83 | 71.41 | 53.17 | NA | NA | … | … | 12.11 | 48.40 | 127.27 | 38.38 | 53.78 | 44.40 | 38.44 | 29.68 | 20.43 | 17.10 | 16.16 | 21.55 | 12.35 | 28.25 | 2.15 | 34.50 | 3.33 | 19.54 | 2.55 | 263.46 | NA | NA | NA | NA | 0.43 | NA | 2.80 | 21.24 | 48.63 | 69.77 |
| Draw Down(%) | NA | 29.73 | 45.16 | 45.16 | 54.74 | NA | NA | … | … | 0.25 | 29.73 | 45.16 | 17.17 | 17.43 | 23.53 | 40.90 | 27.99 | 10.00 | 23.20 | 12.24 | 22.22 | 7.11 | 25.57 | 0.00 | 0.00 | 0.00 | 17.21 | 0.00 | 80.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 0.00 | 1.00 | 15.80 | 51.27 | 37.50 |
| Yield(%) | 0.00 | 6.98 | 20.55 | 21.20 | 9.09 | 4.72 | 18.01 | … | … | 4.41 | 6.23 | 7.42 | 40.98 | 38.34 | 25.81 | 4.00 | 5.02 | 4.03 | 3.09 | 5.10 | 4.20 | 4.00 | 2.90 | 2.90 | 7.73 | 4.15 | 2.46 | 3.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRBF (Swire Pacific Limited) |
-22.69%
Oct 1997 – Oct 2000 |
-15.38%
Aug 2015 – Aug 2020 |
-6.04%
Jul 2011 – Jul 2021 |
2.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRBF (Swire Pacific Limited) |
59.90%
Dec 2021 – Dec 2024 |
48.71%
Jul 2020 – Jul 2025 |
18.35%
Sep 2002 – Sep 2012 |
12.08%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart