Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTNGF (Haitong Securities Co. Ltd) | NA | -27.58% | 22.79% | 12.35% | NA | NA | NA | … | … |
Data as of 09/05/2024, Common starting date is 01/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTNGF (Haitong Securities Co. Ltd) | 01/07/2015 | 09/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.58 | 22.79 | 12.35 | NA | NA | NA | … | … | -13.10 | 41.15 | 59.59 | 6.10 | -13.79 | -31.97 | -0.57 | 12.32 | 35.47 | -18.98 |
| Sharpe Ratio | NA | -1.23 | 0.38 | 0.25 | NA | NA | NA | … | … | -1.11 | 0.85 | 0.77 | 0.47 | -0.44 | -0.82 | -0.44 | 0.67 | 0.70 | -0.32 |
| Standard Deviation(%) | NA | 25.64 | 52.93 | 43.22 | NA | NA | NA | … | … | 20.26 | 44.01 | 75.57 | 12.84 | 31.41 | 40.60 | 4.27 | 17.45 | 50.45 | 61.01 |
| Draw Down(%) | NA | 27.58 | 27.58 | 37.10 | NA | NA | NA | … | … | 13.10 | 16.67 | 22.22 | 5.43 | 29.91 | 33.33 | 3.23 | 4.91 | 25.52 | 42.58 |
| Yield(%) | 0.00 | 0.00 | 23.71 | 13.89 | 7.57 | 5.05 | 3.78 | … | … | 0.00 | 39.98 | 45.36 | 0.00 | 3.42 | 1.33 | 2.58 | 15.34 | 29.78 | 13.06 |
Data as of 09/05/2024, Common starting date is 01/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTNGF (Haitong Securities Co. Ltd) |
-17.84%
Oct 2017 – Oct 2020 |
-13.89%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTNGF (Haitong Securities Co. Ltd) |
39.72%
Jul 2020 – Jul 2023 |
16.02%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart