Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAIGF (AIA Group Ltd) | -16.33% | 4.98% | -2.38% | -3.60% | 6.57% | 9.40% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAIGF (AIA Group Ltd) | 01/03/2011 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.35 | 4.98 | -2.38 | -3.60 | 6.57 | 9.40 | NA | … | … | -16.33 | 60.37 | -18.14 | -19.81 | 11.63 | -14.01 | 18.19 | 30.36 | -0.65 | 51.73 | -5.32 | 9.97 | 12.01 | 41.95 | 35.01 | 12.61 |
| Sharpe Ratio | NA | 0.33 | -0.04 | -0.11 | 0.14 | NA | NA | … | … | -0.43 | 0.95 | -0.44 | -0.72 | 0.27 | -0.39 | 0.35 | 0.89 | -0.06 | 1.95 | -0.16 | 0.32 | 0.49 | 1.40 | 0.77 | 0.20 |
| Standard Deviation(%) | NA | 49.87 | 51.42 | 45.64 | 41.66 | NA | NA | … | … | 51.18 | 60.50 | 49.88 | 32.84 | 37.70 | 36.30 | 50.99 | 32.59 | 34.62 | 26.28 | 34.29 | 31.05 | 24.35 | 30.00 | 45.96 | 64.39 |
| Draw Down(%) | NA | 17.05 | 44.10 | 50.46 | 54.73 | NA | NA | … | … | 17.05 | 29.83 | 32.80 | 32.41 | 33.98 | 25.78 | 34.16 | 19.26 | 21.93 | 12.01 | 22.57 | 29.02 | 11.54 | 14.38 | 14.46 | 33.66 |
| Yield(%) | 0.00 | 2.84 | 2.18 | 2.32 | 3.65 | 5.74 | 5.53 | … | … | 1.76 | 3.23 | 2.58 | 1.76 | 1.87 | 4.38 | 1.51 | 1.87 | 1.51 | 1.89 | 1.74 | 1.06 | 1.18 | 9.75 | 10.83 | 3.82 |
Data as of 06/10/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAIGF (AIA Group Ltd) |
-15.52%
Jun 2021 – Jun 2024 |
-6.44%
Jun 2019 – Jun 2024 |
3.02%
Apr 2015 – Apr 2025 |
11.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAIGF (AIA Group Ltd) |
32.89%
Nov 2011 – Nov 2014 |
23.22%
Sep 2011 – Sep 2016 |
19.74%
Feb 2011 – Feb 2021 |
12.60%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart