Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHEUY (Cheung Kong Holdings, Ltd. ADR) | NA | 38.35% | 25.59% | 14.72% | 12.77% | 5.99% | NA | … | … |
Data as of 04/09/2015, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHEUY (Cheung Kong Holdings, Ltd. ADR) | 11/19/1996 | 04/09/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.31 | 38.35 | 25.59 | 14.72 | 12.77 | 5.99 | NA | … | … | 33.06 | 14.52 | 4.76 | 35.76 | -21.18 | 23.67 | 39.36 | -47.05 | 49.57 | 22.53 | 4.96 | 29.87 | 23.78 | -35.01 | -19.69 | 3.72 | 75.60 | 7.63 | -26.82 | 1.70 |
| Sharpe Ratio | NA | 1.70 | 1.10 | 0.57 | 0.35 | NA | NA | … | … | 6.59 | 0.68 | 0.21 | 1.44 | -0.68 | 0.86 | 0.94 | -0.76 | 1.19 | 0.95 | 0.13 | 0.96 | 0.58 | -1.03 | -0.52 | -0.01 | 1.56 | 0.06 | -1.46 | 0.38 |
| Standard Deviation(%) | NA | 22.58 | 23.17 | 25.85 | 33.79 | NA | NA | … | … | 29.26 | 21.22 | 22.67 | 25.01 | 31.39 | 27.48 | 41.68 | 62.56 | 39.19 | 20.31 | 21.76 | 30.03 | 39.66 | 35.13 | 43.05 | 48.52 | 46.72 | 76.19 | 56.03 | 34.35 |
| Draw Down(%) | NA | 15.75 | 23.12 | 40.45 | 64.64 | NA | NA | … | … | 3.47 | 15.75 | 23.12 | 21.52 | 40.45 | 19.10 | 33.02 | 57.24 | 19.80 | 10.87 | 13.86 | 33.81 | 25.90 | 44.96 | 52.42 | 41.94 | 23.22 | 56.67 | 52.46 | 9.13 |
| Yield(%) | 0.00 | 10.04 | 6.62 | 4.84 | 5.12 | 2.56 | 2.94 | … | … | 2.32 | 8.72 | 2.61 | 3.37 | 2.37 | 2.68 | 3.13 | 1.76 | 2.23 | 2.55 | 1.81 | 2.63 | 0.73 | 1.97 | 0.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/09/2015, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEUY (Cheung Kong Holdings, Ltd. ADR) |
-28.13%
Mar 2000 – Mar 2003 |
-9.91%
Sep 1997 – Sep 2002 |
0.12%
Mar 2000 – Mar 2010 |
2.68%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEUY (Cheung Kong Holdings, Ltd. ADR) |
37.20%
Aug 1998 – Aug 2001 |
27.13%
Oct 2002 – Oct 2007 |
16.26%
Aug 1998 – Aug 2008 |
11.61%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart