Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNLGY (Hang Lung Group Ltd ADR) | 0.47% | 40.91% | 13.74% | 1.73% | 2.05% | -3.84% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNLGY (Hang Lung Group Ltd ADR) | 10/18/2010 | 06/05/2026 |
| 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 | 40.91 | 13.74 | 1.73 | 2.05 | -3.84 | NA | … | … | 0.47 | 48.10 | 18.28 | -22.65 | -11.01 | -7.41 | 9.39 | -3.69 | -25.63 | 6.70 | 9.71 | -25.66 | -8.62 | -10.61 | 3.88 | -15.84 | -0.65 |
| Sharpe Ratio | NA | 1.27 | 0.29 | -0.02 | 0.01 | NA | NA | … | … | -0.04 | 1.20 | 0.34 | -1.12 | -0.27 | -0.31 | 0.14 | -0.20 | -1.11 | 0.34 | 0.32 | -0.93 | -0.37 | -0.56 | 0.17 | -0.53 | -0.12 |
| Standard Deviation(%) | NA | 33.59 | 36.16 | 36.60 | 36.32 | NA | NA | … | … | 31.52 | 38.00 | 42.62 | 23.66 | 46.32 | 24.00 | 65.17 | 25.27 | 24.42 | 17.68 | 29.23 | 27.54 | 23.23 | 18.99 | 23.21 | 29.76 | 27.32 |
| Draw Down(%) | NA | 14.25 | 29.25 | 49.77 | 64.77 | NA | NA | … | … | 14.25 | 12.37 | 17.18 | 24.52 | 39.09 | 13.75 | 31.52 | 27.25 | 37.08 | 21.35 | 22.55 | 40.75 | 21.98 | 20.39 | 20.03 | 31.98 | 12.35 |
| Yield(%) | 0.00 | 7.50 | 6.24 | 4.44 | 4.10 | 1.65 | 1.22 | … | … | 4.23 | 7.55 | 6.12 | 6.23 | 5.04 | 5.57 | 5.73 | 3.91 | 2.70 | 2.93 | 3.20 | 2.31 | 2.03 | 1.78 | 1.29 | 1.45 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| HNLGY (Hang Lung Group Ltd ADR) |
-22.97%
Feb 2013 – Feb 2016 |
-14.96%
May 2015 – May 2020 |
-10.90%
May 2014 – May 2024 |
-3.98%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNLGY (Hang Lung Group Ltd ADR) |
20.42%
Oct 2022 – Oct 2025 |
3.96%
Feb 2021 – Feb 2026 |
3.25%
Feb 2016 – Feb 2026 |
-2.98%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart