Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSNGY (Hang Seng Bank Ltd) | 0.25% | 63.71% | 13.62% | 6.00% | 7.30% | 6.21% | 6.98% | … | … |
Data as of 02/11/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSNGY (Hang Seng Bank Ltd) | 11/19/1996 | 02/11/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 63.71 | 13.62 | 6.00 | 7.30 | 6.21 | 6.98 | … | … | 0.25 | 71.19 | 12.12 | -26.21 | -6.29 | 10.02 | -12.01 | -3.83 | -6.34 | 38.56 | 3.56 | 19.82 | 6.25 | 9.49 | 37.59 | -25.17 | 16.02 | 20.51 | -33.13 | 61.59 | 8.00 | -0.01 | 11.12 | 28.41 | 4.33 | -17.00 | 15.05 | 27.40 | -3.95 | -23.23 | 1.02 |
| Sharpe Ratio | NA | 1.82 | 0.37 | 0.13 | 0.22 | NA | NA | … | … | -0.02 | 2.02 | 0.29 | -1.40 | -0.27 | 0.47 | -0.39 | -0.25 | -0.31 | 2.41 | 0.14 | 0.89 | 0.45 | 0.61 | 2.06 | -1.00 | 0.90 | 0.49 | -0.51 | 1.58 | 0.32 | -0.16 | 0.40 | 0.76 | 0.11 | -0.66 | 0.29 | 0.60 | -0.13 | -0.51 | 0.18 |
| Standard Deviation(%) | NA | 33.37 | 28.49 | 27.05 | 25.47 | NA | NA | … | … | 12.72 | 33.94 | 28.84 | 21.46 | 28.89 | 21.16 | 31.40 | 21.38 | 24.97 | 15.79 | 23.83 | 22.21 | 13.90 | 15.54 | 18.35 | 25.29 | 17.71 | 42.04 | 67.20 | 37.19 | 14.18 | 13.85 | 25.26 | 36.49 | 29.98 | 29.85 | 37.52 | 39.87 | 58.97 | 52.28 | 32.95 |
| Draw Down(%) | NA | 15.93 | 35.55 | 48.81 | 54.21 | NA | NA | … | … | 3.21 | 15.93 | 22.15 | 33.61 | 33.11 | 20.22 | 33.86 | 24.44 | 19.28 | 5.03 | 18.47 | 15.93 | 8.37 | 15.46 | 7.64 | 35.40 | 11.28 | 38.18 | 52.94 | 16.42 | 6.57 | 7.58 | 13.90 | 15.57 | 13.58 | 29.24 | 28.63 | 24.05 | 53.16 | 50.82 | 9.00 |
| Yield(%) | 0.00 | 6.97 | 5.05 | 3.95 | 5.35 | 4.93 | 5.81 | … | … | 0.00 | 7.33 | 7.63 | 4.07 | 2.72 | 4.57 | 4.12 | 4.50 | 3.64 | 4.33 | 6.05 | 4.29 | 4.34 | 4.30 | 5.45 | 3.94 | 4.43 | 5.82 | 3.99 | 4.91 | 5.04 | 4.80 | 4.89 | 6.23 | 5.62 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/11/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSNGY (Hang Seng Bank Ltd) |
-13.86%
Jan 2021 – Jan 2024 |
-11.16%
Jan 2019 – Jan 2024 |
0.25%
Jan 2014 – Jan 2024 |
1.50%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSNGY (Hang Seng Bank Ltd) |
30.57%
Aug 1998 – Aug 2001 |
21.72%
Apr 2003 – Apr 2008 |
18.81%
Aug 1998 – Aug 2008 |
12.18%
Jul 1998 – Jul 2013 |
Annualized Rolling Returns Comparison Chart