Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNKHF (BOC Hong Kong (Holdings) Limited) | 7.59% | 25.98% | 29.32% | 13.88% | 11.47% | 12.01% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNKHF (BOC Hong Kong (Holdings) Limited) | 02/17/2009 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.98 | 29.32 | 13.88 | 11.47 | 12.01 | NA | … | … | 7.59 | 63.49 | 35.60 | -14.51 | 3.50 | 7.34 | -3.20 | -1.60 | -24.93 | 51.05 | 23.47 | -3.62 | 5.13 | 56.90 | 34.07 | -8.67 | 86.54 | 109.97 |
| Sharpe Ratio | NA | 1.46 | 0.72 | 0.33 | 0.34 | NA | NA | … | … | 0.91 | 0.98 | 1.14 | -1.02 | 0.06 | 0.27 | -0.10 | -0.10 | -1.00 | 2.11 | 0.84 | -0.12 | 0.22 | 1.54 | 1.06 | -0.17 | 2.09 | 2.10 |
| Standard Deviation(%) | NA | 29.44 | 36.45 | 33.96 | 30.69 | NA | NA | … | … | 17.80 | 61.71 | 33.85 | 18.46 | 34.90 | 27.51 | 33.69 | 29.79 | 26.19 | 24.01 | 27.81 | 30.99 | 23.30 | 37.02 | 32.31 | 52.19 | 41.35 | 63.36 |
| Draw Down(%) | NA | 8.25 | 21.11 | 40.11 | 47.89 | NA | NA | … | … | 6.53 | 14.67 | 11.36 | 22.77 | 26.03 | 21.62 | 28.13 | 26.85 | 30.38 | 6.57 | 21.26 | 30.44 | 13.66 | 13.58 | 12.14 | 39.21 | 16.11 | 23.08 |
| Yield(%) | 0.00 | 0.80 | 4.73 | 3.22 | 5.42 | 7.57 | 21.45 | … | … | 0.00 | 1.18 | 8.52 | 5.76 | 4.52 | 3.29 | 5.56 | 5.21 | 3.36 | 4.64 | 8.31 | 4.31 | 4.13 | 40.39 | 5.83 | 19.58 | 21.96 | 3.85 |
Data as of 06/08/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNKHF (BOC Hong Kong (Holdings) Limited) |
-14.53%
Aug 2017 – Aug 2020 |
-7.19%
Aug 2018 – Aug 2023 |
2.12%
Nov 2013 – Nov 2023 |
11.42%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNKHF (BOC Hong Kong (Holdings) Limited) |
63.51%
Mar 2009 – Mar 2012 |
46.54%
Mar 2009 – Mar 2014 |
28.64%
Mar 2009 – Mar 2019 |
17.35%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart