Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKEAY (Bank of East Asia Limited) | -6.01% | 27.14% | 18.91% | 2.85% | -3.25% | -1.71% | -0.66% | … | … |
Data as of 06/05/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKEAY (Bank of East Asia Limited) | 11/18/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.44 | 27.14 | 18.91 | 2.85 | -3.25 | -1.71 | -0.66 | … | … | -6.01 | 64.23 | 6.30 | 3.96 | -6.57 | -30.16 | 0.43 | -29.33 | -21.91 | 14.17 | 7.84 | -4.82 | -1.26 | 10.92 | 7.73 | -7.92 | 9.03 | 79.50 | -69.96 | 27.62 | 101.05 | -3.16 | 5.50 | 98.09 | -17.70 | -13.34 | -6.55 | 46.09 | -21.77 | -37.45 | 6.02 |
| Sharpe Ratio | NA | 0.41 | 0.30 | 0.01 | -0.12 | NA | NA | … | … | -0.26 | 1.18 | 0.06 | 0.01 | -0.19 | -0.97 | 0.00 | -0.77 | -0.66 | 0.58 | 0.20 | -0.17 | -0.05 | 0.42 | 0.23 | -0.24 | 0.34 | 1.56 | -0.89 | 0.64 | 3.37 | -0.31 | 0.10 | 1.76 | -0.42 | -0.29 | -0.16 | 0.57 | -0.26 | -0.82 | 1.74 |
| Standard Deviation(%) | NA | 59.33 | 51.73 | 46.69 | 41.51 | NA | NA | … | … | 60.99 | 52.30 | 47.92 | 44.78 | 42.42 | 30.99 | 45.44 | 39.84 | 35.52 | 23.22 | 38.68 | 28.32 | 25.19 | 25.63 | 33.65 | 33.65 | 26.47 | 50.98 | 79.92 | 38.56 | 29.15 | 17.63 | 43.47 | 55.22 | 44.85 | 54.43 | 65.36 | 74.29 | 95.74 | 49.84 | 35.93 |
| Draw Down(%) | NA | 23.35 | 25.88 | 47.21 | 73.77 | NA | NA | … | … | 19.68 | 18.30 | 18.78 | 24.36 | 42.90 | 41.50 | 29.36 | 42.19 | 30.00 | 10.88 | 28.10 | 29.50 | 13.56 | 17.56 | 21.42 | 36.46 | 15.83 | 32.59 | 74.75 | 20.00 | 15.48 | 7.86 | 27.23 | 15.38 | 25.49 | 41.53 | 38.07 | 32.20 | 65.38 | 52.57 | 6.60 |
| Yield(%) | 0.00 | 5.49 | 6.50 | 4.22 | 2.46 | 2.54 | 2.90 | … | … | 1.49 | 8.17 | 5.25 | 5.59 | 8.70 | 3.54 | 2.92 | 3.11 | 3.36 | 3.18 | 2.92 | 3.44 | 3.45 | 3.45 | 3.18 | 3.00 | 2.79 | 1.80 | 2.70 | 3.42 | 5.79 | 4.56 | 3.79 | 4.62 | 3.37 | 2.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKEAY (Bank of East Asia Limited) |
-23.76%
Oct 2017 – Oct 2020 |
-23.14%
Oct 2017 – Oct 2022 |
-9.11%
Oct 2012 – Oct 2022 |
-9.73%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKEAY (Bank of East Asia Limited) |
39.61%
Oct 2004 – Oct 2007 |
39.02%
Dec 2002 – Dec 2007 |
21.59%
Jul 1998 – Jul 2008 |
12.64%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart