Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CJEWY (Chow Tai Fook Jewellery Group) | -12.69% | 0.33% | 0.51% | -0.40% | 12.99% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CJEWY (Chow Tai Fook Jewellery Group) | 01/11/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.33 | 0.51 | -0.40 | 12.99 | NA | NA | … | … | -12.69 | 96.11 | -36.37 | -19.54 | 17.19 | 47.49 | 36.58 | 25.48 | -15.84 | 48.37 | 20.26 | -45.91 | -11.97 | -4.60 |
| Sharpe Ratio | NA | -0.10 | -0.07 | -0.05 | 0.26 | NA | NA | … | … | -0.53 | 1.59 | -0.72 | -0.59 | 0.35 | 1.10 | 0.95 | 0.60 | -0.41 | 1.44 | 0.40 | -1.30 | -0.39 | -0.12 |
| Standard Deviation(%) | NA | 48.24 | 54.07 | 50.26 | 45.28 | NA | NA | … | … | 55.65 | 58.82 | 55.33 | 39.49 | 45.22 | 43.06 | 38.13 | 40.14 | 41.99 | 33.41 | 49.83 | 35.45 | 30.50 | 38.81 |
| Draw Down(%) | NA | 38.72 | 55.86 | 61.63 | 61.63 | NA | NA | … | … | 31.37 | 26.27 | 52.01 | 36.29 | 25.12 | 26.26 | 40.53 | 25.74 | 41.61 | 14.05 | 16.87 | 49.50 | 23.83 | 32.78 |
| Yield(%) | 0.00 | 4.59 | 5.54 | 4.28 | 9.28 | 3.41 | 2.56 | … | … | 0.00 | 7.84 | 4.40 | 7.58 | 3.55 | 4.70 | 3.74 | 9.47 | 7.13 | 7.18 | 5.75 | 6.15 | 2.62 | 2.54 |
Data as of 06/08/2026, Common starting date is 01/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CJEWY (Chow Tai Fook Jewellery Group) |
-22.88%
Feb 2013 – Feb 2016 |
-7.42%
Nov 2013 – Nov 2018 |
0.43%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CJEWY (Chow Tai Fook Jewellery Group) |
45.47%
Mar 2020 – Mar 2023 |
33.31%
Jun 2016 – Jun 2021 |
19.05%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart