Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HNLGF (Hang Lung Group Limited) NA 71.66% 9.75% 1.41% -2.28% -0.88% NA
Data as of 08/04/2025, Common starting date is 01/06/2010
More Performance Analytics Comparison
Name Start Date End Date
HNLGF (Hang Lung Group Limited) 01/06/2010 08/04/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 29.93 71.66 9.75 1.41 -2.28 -0.88 NA 73.22 -16.66 -13.13 -19.07 -4.81 13.64 -7.86 -20.02 12.24 9.45 -28.72 -8.08 3.63 15.28 -5.78 41.19
Sharpe Ratio NA 2.12 0.20 -0.02 -0.14 NA NA 3.70 -1.51 -0.57 -0.56 -0.23 0.68 -0.33 -0.86 1.53 0.35 -0.88 -0.30 0.16 0.60 -0.16 1.26
Standard Deviation(%) NA 32.55 32.26 29.65 26.48 NA NA 41.45 15.43 30.51 36.60 21.23 19.59 28.39 24.97 7.62 26.52 32.75 27.15 22.84 25.71 35.84 33.13
Draw Down(%) NA 0.90 33.29 50.23 54.51 NA NA 0.00 16.90 29.33 39.41 14.81 12.16 28.20 27.87 1.67 22.67 39.74 18.58 16.67 13.22 28.84 18.50
Yield(%) 0.00 7.53 6.05 4.31 3.20 4.57 4.05 7.60 5.86 6.29 4.78 3.21 11.38 3.27 2.54 7.62 2.80 1.91 1.76 13.84 10.52 11.19 14.21
Data as of 08/04/2025, 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
HNLGF (Hang Lung Group Limited) -21.52%
May 2013 – May 2016
-13.84%
Oct 2017 – Oct 2022
-10.41%
Oct 2014 – Oct 2024
-2.73%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HNLGF (Hang Lung Group Limited) 23.85%
May 2010 – May 2013
12.17%
May 2010 – May 2015
0.08%
Sep 2011 – Sep 2021
-1.15%
Jun 2010 – Jun 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return