Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUHJY (Sun Hung Kai Properties Ltd) | 23.39% | 41.44% | 9.18% | 4.02% | 7.28% | 4.40% | 6.01% | … | … |
Data as of 06/12/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUHJY (Sun Hung Kai Properties Ltd) | 11/19/1996 | 06/12/2026 |
| 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 (%) | -1.38 | 41.44 | 9.18 | 4.02 | 7.28 | 4.40 | 6.01 | … | … | 23.39 | 34.01 | -7.70 | -16.53 | 19.34 | -1.37 | -11.67 | 11.55 | -10.39 | 36.66 | 7.72 | -17.80 | 24.61 | -14.57 | 26.42 | -21.67 | 13.50 | 79.84 | -58.33 | 85.93 | 21.89 | 0.75 | 22.28 | 44.31 | -24.22 | -16.41 | -8.24 | 44.07 | 7.27 | -44.44 | 2.33 |
| Sharpe Ratio | NA | 1.43 | 0.23 | 0.06 | 0.23 | NA | NA | … | … | 1.91 | 1.29 | -0.43 | -0.88 | 0.88 | -0.06 | -0.44 | 0.41 | -0.58 | 2.10 | 0.20 | -0.77 | 1.39 | -0.69 | 0.98 | -0.76 | 0.49 | 1.79 | -0.95 | 2.08 | 0.82 | -0.07 | 0.65 | 0.92 | -0.58 | -0.39 | -0.21 | 0.76 | 0.04 | -0.93 | 0.51 |
| Standard Deviation(%) | NA | 27.24 | 25.81 | 24.17 | 23.65 | NA | NA | … | … | 30.42 | 24.20 | 26.21 | 23.09 | 20.53 | 23.05 | 27.06 | 24.86 | 20.35 | 17.26 | 38.44 | 23.21 | 17.74 | 21.32 | 27.02 | 28.50 | 27.58 | 44.48 | 61.96 | 39.93 | 22.63 | 20.47 | 32.72 | 47.43 | 43.59 | 49.01 | 59.02 | 53.45 | 86.57 | 51.53 | 37.46 |
| Draw Down(%) | NA | 21.57 | 33.27 | 38.65 | 40.91 | NA | NA | … | … | 21.57 | 16.69 | 21.74 | 30.29 | 14.24 | 23.92 | 26.94 | 25.21 | 27.11 | 8.60 | 28.91 | 31.76 | 9.24 | 27.65 | 27.40 | 37.38 | 20.67 | 25.65 | 72.04 | 15.30 | 18.75 | 11.88 | 28.08 | 29.41 | 39.49 | 51.32 | 44.83 | 30.77 | 63.93 | 54.02 | 9.80 |
| Yield(%) | 0.00 | 4.23 | 3.87 | 3.57 | 4.92 | 3.65 | 4.84 | … | … | 1.00 | 4.90 | 4.54 | 4.51 | 5.20 | 4.78 | 4.14 | 4.43 | 3.48 | 4.00 | 4.14 | 2.82 | 3.93 | 2.78 | 3.36 | 2.55 | 2.33 | 3.56 | 1.50 | 2.60 | 2.92 | 2.67 | 2.38 | 3.33 | 3.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| SUHJY (Sun Hung Kai Properties Ltd) |
-21.03%
May 1997 – May 2000 |
-12.99%
Sep 1997 – Sep 2002 |
-1.65%
Jan 2015 – Jan 2025 |
-0.37%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUHJY (Sun Hung Kai Properties Ltd) |
43.83%
Aug 1998 – Aug 2001 |
34.21%
Apr 2003 – Apr 2008 |
18.95%
Aug 1998 – Aug 2008 |
12.89%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart