Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HKXCY (Hong Kong Exchange & Clearing) | -5.02% | -5.23% | 10.66% | -1.55% | 10.22% | 8.46% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKXCY (Hong Kong Exchange & Clearing) | 01/06/2010 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.74 | -5.23 | 10.66 | -1.55 | 10.22 | 8.46 | NA | … | … | -5.02 | 42.70 | 13.44 | -18.00 | -25.90 | 10.33 | 72.27 | 16.38 | -4.15 | 33.80 | -5.29 | 17.32 | 36.17 | -0.74 | 12.31 | -28.41 | 24.60 |
| Sharpe Ratio | NA | -0.15 | 0.25 | -0.12 | 0.27 | NA | NA | … | … | -0.42 | 1.29 | 0.23 | -0.73 | -0.66 | 0.32 | 2.12 | 0.64 | -0.21 | 1.55 | -0.24 | 0.40 | 1.36 | -0.03 | 0.46 | -0.85 | 0.89 |
| Standard Deviation(%) | NA | 22.91 | 34.45 | 34.83 | 31.21 | NA | NA | … | … | 23.40 | 30.96 | 43.10 | 29.70 | 41.60 | 31.95 | 33.74 | 23.30 | 26.46 | 21.48 | 23.12 | 43.44 | 26.62 | 22.52 | 26.67 | 33.53 | 27.88 |
| Draw Down(%) | NA | 16.08 | 32.98 | 60.60 | 62.49 | NA | NA | … | … | 12.85 | 24.43 | 29.20 | 32.99 | 55.94 | 24.05 | 23.80 | 20.75 | 33.74 | 13.20 | 19.28 | 43.78 | 12.88 | 23.16 | 30.40 | 44.49 | 23.33 |
| Yield(%) | 0.00 | 3.03 | 3.26 | 1.96 | 4.16 | 3.94 | 3.55 | … | … | 1.56 | 3.81 | 3.20 | 2.36 | 1.66 | 2.08 | 2.55 | 2.99 | 2.55 | 2.50 | 2.63 | 3.08 | 2.77 | 2.26 | 3.13 | 2.49 | 2.70 |
Data as of 06/10/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKXCY (Hong Kong Exchange & Clearing) |
-21.01%
Jul 2021 – Jul 2024 |
-1.28%
Mar 2019 – Mar 2024 |
4.09%
Apr 2015 – Apr 2025 |
8.44%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKXCY (Hong Kong Exchange & Clearing) |
42.89%
May 2012 – May 2015 |
27.23%
Jan 2016 – Jan 2021 |
18.48%
Sep 2011 – Sep 2021 |
12.01%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart