Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGKGF (Power Assets Holdings Limited) | 28.87% | 34.18% | 22.09% | 15.53% | 7.79% | 13.17% | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/10/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGKGF (Power Assets Holdings Limited) | 05/10/2011 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 34.18 | 22.09 | 15.53 | 7.79 | 13.17 | NA | … | … | 28.87 | -4.30 | 28.46 | 19.24 | -5.01 | 34.53 | -22.49 | 12.16 | -10.25 | 24.31 | -1.45 | 1.92 | 21.87 | 24.22 | 62.27 | 17.55 |
| Sharpe Ratio | NA | 0.69 | 0.52 | 0.40 | 0.19 | NA | NA | … | … | 3.48 | -0.16 | 0.75 | 0.55 | -0.28 | 1.43 | -0.37 | 0.84 | -0.45 | 1.06 | -0.10 | 0.11 | 1.52 | 0.86 | 1.97 | 1.78 |
| Standard Deviation(%) | NA | 39.18 | 36.32 | 32.00 | 32.67 | NA | NA | … | … | 22.46 | 46.40 | 32.93 | 28.76 | 23.00 | 24.05 | 61.82 | 12.75 | 25.73 | 22.39 | 16.05 | 16.92 | 14.41 | 28.26 | 31.90 | 15.99 |
| Draw Down(%) | NA | 15.36 | 19.33 | 26.31 | 36.55 | NA | NA | … | … | 6.62 | 17.73 | 13.46 | 18.92 | 22.35 | 7.20 | 29.89 | 11.41 | 24.05 | 10.58 | 13.99 | 13.27 | 6.22 | 16.99 | 7.95 | 8.73 |
| Yield(%) | 0.00 | 1.53 | 4.17 | 7.59 | 6.47 | 11.79 | 9.38 | … | … | 0.00 | 1.41 | 6.17 | 8.65 | 10.11 | 14.23 | 5.05 | 5.36 | 13.02 | 22.79 | 3.87 | 3.80 | 4.20 | 29.70 | 31.27 | 9.25 |
Data as of 06/08/2026, Common starting date is 05/10/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGKGF (Power Assets Holdings Limited) |
-9.56%
Oct 2017 – Oct 2020 |
-2.10%
Apr 2018 – Apr 2023 |
2.59%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGKGF (Power Assets Holdings Limited) |
40.57%
Jan 2012 – Jan 2015 |
24.45%
Jun 2011 – Jun 2016 |
13.04%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart