Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHKLY (BOC Hong Kong Holdings Ltd ADR) | 21.78% | 47.53% | 34.61% | 17.55% | 13.19% | 10.34% | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHKLY (BOC Hong Kong Holdings Ltd ADR) | 01/31/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.57 | 47.53 | 34.61 | 17.55 | 13.19 | 10.34 | NA | … | … | 21.78 | 69.22 | 26.91 | -14.81 | 6.41 | 15.44 | -7.55 | -1.73 | -24.61 | 46.81 | 26.71 | -5.72 | 8.22 | 7.23 | 39.49 | -27.30 | 58.47 | 105.40 | -51.42 |
| Sharpe Ratio | NA | 1.71 | 1.27 | 0.62 | 0.47 | NA | NA | … | … | 2.16 | 2.37 | 0.96 | -1.01 | 0.18 | 0.81 | -0.24 | -0.15 | -1.13 | 2.39 | 1.02 | -0.20 | 0.42 | 0.40 | 1.85 | -0.80 | 2.10 | 2.30 | -0.94 |
| Standard Deviation(%) | NA | 26.31 | 24.73 | 24.09 | 24.03 | NA | NA | … | … | 24.44 | 28.18 | 24.28 | 18.33 | 27.60 | 19.06 | 31.78 | 21.35 | 23.08 | 19.38 | 26.01 | 29.17 | 19.37 | 17.78 | 21.51 | 34.31 | 27.86 | 45.86 | 58.59 |
| Draw Down(%) | NA | 10.51 | 22.16 | 38.52 | 46.92 | NA | NA | … | … | 9.97 | 11.38 | 14.32 | 23.24 | 24.13 | 20.24 | 29.46 | 27.11 | 29.28 | 7.40 | 20.70 | 31.26 | 13.03 | 14.36 | 12.39 | 45.02 | 13.90 | 34.92 | 63.54 |
| Yield(%) | 0.00 | 6.56 | 7.86 | 5.22 | 6.36 | 5.93 | 6.11 | … | … | 0.71 | 9.24 | 8.27 | 5.34 | 4.28 | 5.23 | 5.31 | 5.10 | 3.24 | 4.50 | 8.34 | 4.32 | 4.10 | 4.96 | 5.28 | 4.47 | 5.45 | 3.02 | 4.84 |
Data as of 06/12/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHKLY (BOC Hong Kong Holdings Ltd ADR) |
-13.88%
Sep 2017 – Sep 2020 |
-6.15%
Aug 2018 – Aug 2023 |
2.44%
Nov 2013 – Nov 2023 |
5.46%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHKLY (BOC Hong Kong Holdings Ltd ADR) |
46.72%
Feb 2009 – Feb 2012 |
30.42%
Feb 2009 – Feb 2014 |
20.57%
Feb 2009 – Feb 2019 |
11.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart