Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWRBY (Swire Pacific Ltd ADR) | 13.91% | 33.64% | 27.98% | 17.44% | 6.19% | 3.52% | 6.07% | … | … |
Data as of 06/03/2026, Common starting date is 08/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWRBY (Swire Pacific Ltd ADR) | 08/22/1997 | 06/03/2026 |
| 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 | 33.64 | 27.98 | 17.44 | 6.19 | 3.52 | 6.07 | … | … | 13.91 | 15.08 | 14.01 | 21.95 | 48.37 | 5.75 | -30.31 | -10.95 | 10.65 | -1.86 | -15.86 | -6.63 | 8.97 | -2.11 | 25.01 | -19.35 | 49.30 | 67.10 | -48.93 | 35.97 | 21.57 | 16.12 | 44.84 | 105.03 | -16.15 | -19.05 | -1.18 | 30.77 | -34.34 | -37.18 |
| Sharpe Ratio | NA | 0.92 | 0.57 | 0.34 | 0.12 | NA | NA | … | … | 1.63 | 0.29 | 0.24 | 0.34 | 1.31 | 0.18 | -0.69 | -0.42 | 0.29 | -0.13 | -0.63 | -0.31 | 0.51 | -0.13 | 0.83 | -0.64 | 1.81 | 1.55 | -1.06 | 0.90 | 0.13 | 0.64 | 1.67 | 0.87 | -0.26 | -0.43 | -0.05 | 0.18 | -0.27 | -1.62 |
| Standard Deviation(%) | NA | 31.36 | 44.80 | 41.61 | 36.89 | NA | NA | … | … | 21.42 | 42.66 | 43.58 | 54.54 | 35.97 | 31.04 | 44.07 | 29.73 | 32.16 | 19.80 | 25.43 | 21.23 | 17.41 | 16.79 | 30.38 | 30.53 | 27.13 | 43.22 | 46.73 | 36.67 | 135.52 | 21.61 | 26.33 | 120.36 | 65.65 | 50.26 | 101.88 | 150.86 | 138.20 | 47.08 |
| Draw Down(%) | NA | 12.42 | 23.73 | 28.09 | 59.29 | NA | NA | … | … | 9.89 | 18.83 | 13.06 | 23.73 | 18.32 | 26.67 | 47.17 | 31.95 | 13.51 | 16.34 | 21.48 | 25.40 | 9.86 | 10.56 | 11.92 | 30.27 | 14.26 | 20.28 | 49.13 | 18.82 | 60.65 | 13.69 | 10.82 | 50.60 | 37.95 | 46.72 | 47.64 | 61.98 | 66.37 | 41.76 |
| Yield(%) | 0.00 | 2.53 | 11.95 | 9.09 | 4.60 | 3.90 | 5.81 | … | … | 0.00 | 6.22 | 6.39 | 21.46 | 7.18 | 5.42 | 3.92 | 2.85 | 3.62 | 3.19 | 4.69 | 4.28 | 4.12 | 3.81 | 17.23 | 5.48 | 3.81 | 4.15 | 3.03 | 3.78 | 3.06 | 3.31 | 3.85 | 5.00 | 4.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| SWRBY (Swire Pacific Ltd ADR) |
-19.08%
Sep 1997 – Sep 2000 |
-15.15%
May 2015 – May 2020 |
-5.89%
Oct 2010 – Oct 2020 |
-1.16%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWRBY (Swire Pacific Ltd ADR) |
51.08%
Dec 2002 – Dec 2005 |
41.64%
Dec 2002 – Dec 2007 |
22.03%
Dec 2002 – Dec 2012 |
16.41%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart