Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CKHUY (CK Hutchison Holdings LTD ADR) | 26.12% | 47.97% | 15.54% | 7.05% | 1.13% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CKHUY (CK Hutchison Holdings LTD ADR) | 06/10/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.00 | 47.97 | 15.54 | 7.05 | 1.13 | NA | NA | … | … | 26.12 | 33.66 | 6.06 | -5.22 | -2.13 | -3.57 | -22.69 | 4.87 | -22.05 | 13.68 | -13.18 | -4.53 |
| Sharpe Ratio | NA | 2.02 | 0.53 | 0.20 | -0.01 | NA | NA | … | … | 2.63 | 0.95 | 0.11 | -0.46 | -0.16 | -0.16 | -0.68 | 0.19 | -1.28 | 0.98 | -0.70 | -0.29 |
| Standard Deviation(%) | NA | 24.96 | 27.03 | 24.61 | 23.53 | NA | NA | … | … | 30.41 | 32.60 | 22.49 | 19.53 | 22.99 | 21.92 | 33.60 | 18.03 | 18.37 | 13.41 | 19.15 | 27.23 |
| Draw Down(%) | NA | 12.83 | 26.82 | 35.66 | 56.00 | NA | NA | … | … | 12.83 | 24.98 | 16.54 | 23.99 | 32.24 | 22.83 | 39.43 | 23.38 | 28.46 | 10.12 | 19.47 | 16.14 |
| Yield(%) | 0.00 | 5.04 | 4.75 | 4.18 | 2.91 | 3.67 | 2.75 | … | … | 2.96 | 5.37 | 5.97 | 6.00 | 5.24 | 4.49 | 3.91 | 4.21 | 2.94 | 2.98 | 2.49 | 39.09 |
Data as of 06/10/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CKHUY (CK Hutchison Holdings LTD ADR) |
-18.88%
May 2017 – May 2020 |
-13.35%
Oct 2017 – Oct 2022 |
-3.71%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CKHUY (CK Hutchison Holdings LTD ADR) |
19.88%
May 2023 – May 2026 |
8.79%
Jan 2021 – Jan 2026 |
1.94%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart