Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HKSHF (The Hongkong and Shanghai Hotels Limited) | 0.00% | 23.08% | -2.66% | -3.87% | 0.22% | -2.70% | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKSHF (The Hongkong and Shanghai Hotels Limited) | 10/18/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.08 | -2.66 | -3.87 | 0.22 | -2.70 | NA | … | … | 0.00 | -3.69 | 18.54 | -26.04 | 10.34 | -2.25 | -12.89 | -12.38 | 7.60 | 26.83 | 6.43 | -28.88 | 0.19 | 11.34 | 30.56 | -33.28 | -7.61 |
| Sharpe Ratio | NA | 0.81 | -0.25 | -0.20 | -0.05 | NA | NA | … | … | 0.00 | -0.20 | 0.35 | -0.79 | 0.27 | -0.15 | -0.41 | -0.40 | 0.25 | 0.64 | 0.36 | -1.31 | 0.01 | 0.59 | 0.94 | -0.84 | -1.18 |
| Standard Deviation(%) | NA | 25.13 | 31.64 | 31.80 | 31.31 | NA | NA | … | … | 0.00 | 33.38 | 35.89 | 38.81 | 33.22 | 15.66 | 31.68 | 34.42 | 25.28 | 40.85 | 17.48 | 22.10 | 17.21 | 19.21 | 32.75 | 39.45 | 27.06 |
| Draw Down(%) | NA | 9.09 | 30.53 | 45.45 | 58.21 | NA | NA | … | … | 0.00 | 20.76 | 12.05 | 42.15 | 17.71 | 15.00 | 26.59 | 37.97 | 17.58 | 31.38 | 9.16 | 30.92 | 10.46 | 10.33 | 17.48 | 40.90 | 10.87 |
| Yield(%) | 0.00 | 0.00 | 0.38 | 0.20 | 3.29 | 1.74 | 1.44 | … | … | 0.00 | 0.00 | 1.44 | 0.00 | 0.00 | 0.00 | 2.25 | 12.51 | 5.29 | 5.44 | 2.33 | 1.97 | 1.44 | 1.30 | 1.68 | 5.01 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKSHF (The Hongkong and Shanghai Hotels Limited) |
-17.86%
Jul 2017 – Jul 2020 |
-10.30%
Jul 2017 – Jul 2022 |
-4.90%
Jun 2015 – Jun 2025 |
-2.77%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKSHF (The Hongkong and Shanghai Hotels Limited) |
19.22%
May 2016 – May 2019 |
12.50%
Aug 2012 – Aug 2017 |
1.33%
Aug 2012 – Aug 2022 |
-2.29%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart