Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUPHY (Hutchison Port Holdings Trust) | NA | 71.16% | 11.73% | 23.02% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUPHY (Hutchison Port Holdings Trust) | 01/06/2017 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 71.16 | 11.73 | 23.02 | NA | NA | NA | … | … | 32.61 | 34.00 | -15.48 | -5.13 | 97.73 | 9.91 | 15.93 | -67.83 | 65.08 |
| Sharpe Ratio | NA | 0.99 | 0.14 | 0.30 | NA | NA | NA | … | … | 0.64 | 0.49 | -0.42 | -0.19 | 0.81 | 1.44 | 1.35 | -0.76 | 1.80 |
| Standard Deviation(%) | NA | 68.71 | 57.43 | 70.35 | NA | NA | NA | … | … | 68.41 | 61.86 | 45.95 | 35.07 | 120.63 | 6.69 | 10.68 | 91.71 | 36.78 |
| Draw Down(%) | NA | 27.08 | 42.77 | 52.45 | NA | NA | NA | … | … | 27.08 | 25.99 | 28.42 | 35.09 | 52.45 | 0.00 | 0.00 | 71.46 | 9.50 |
| Yield(%) | 0.00 | 10.78 | 7.52 | 13.15 | 5.75 | 3.83 | 2.87 | … | … | 11.45 | 11.07 | 8.03 | 8.02 | 13.98 | 9.11 | 14.23 | 5.52 | 11.05 |
Data as of 09/26/2025, Common starting date is 01/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUPHY (Hutchison Port Holdings Trust) |
-28.15%
Sep 2017 – Sep 2020 |
-9.23%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUPHY (Hutchison Port Holdings Trust) |
40.19%
Jul 2018 – Jul 2021 |
24.60%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart