Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HKGEF (Hong Kong Economic Times Holdings Limited) | NA | -13.41% | 0.17% | -1.25% | -0.31% | 1.98% | NA | … | … |
Data as of 10/22/2024, Common starting date is 10/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKGEF (Hong Kong Economic Times Holdings Limited) | 10/02/2007 | 10/22/2024 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.41 | 0.17 | -1.25 | -0.31 | 1.98 | NA | … | … | -18.53 | 15.14 | 11.43 | 10.86 | -18.97 | 6.67 | -7.56 | -4.50 | 16.05 | 1.77 | 2.38 | -4.70 | -18.52 | -12.48 | 39.32 | -5.38 | -9.37 | 79.67 |
| Sharpe Ratio | NA | -0.43 | -0.11 | -0.09 | -0.06 | NA | NA | … | … | -0.58 | 1.21 | 0.33 | 0.80 | -0.31 | 0.68 | -0.74 | -0.45 | 0.93 | 0.04 | 0.04 | -0.25 | -0.47 | -0.24 | 0.84 | -0.08 | -0.15 | 8.76 |
| Standard Deviation(%) | NA | 46.30 | 32.53 | 38.48 | 32.62 | NA | NA | … | … | 51.24 | 9.10 | 30.81 | 13.57 | 62.45 | 7.79 | 12.04 | 11.42 | 17.06 | 38.68 | 54.31 | 18.80 | 40.10 | 51.55 | 46.66 | 72.38 | 67.22 | 111.80 |
| Draw Down(%) | NA | 38.46 | 38.59 | 39.39 | 49.87 | NA | NA | … | … | 38.46 | 0.00 | 20.00 | 3.85 | 39.39 | 3.03 | 13.16 | 9.52 | 5.26 | 30.37 | 30.00 | 14.42 | 35.19 | 41.57 | 15.79 | 46.43 | 44.78 | 14.00 |
| Yield(%) | 0.00 | 12.92 | 9.44 | 6.88 | 5.09 | 6.27 | 5.47 | … | … | 6.92 | 13.69 | 8.00 | 8.13 | 6.06 | 6.06 | 5.26 | 4.76 | 5.26 | 5.13 | 5.00 | 4.55 | 3.45 | 5.97 | 7.84 | 21.43 | 19.85 | 7.69 |
Data as of 10/22/2024, Common starting date is 10/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKGEF (Hong Kong Economic Times Holdings Limited) |
-22.85%
Mar 2011 – Mar 2014 |
-10.87%
Jul 2011 – Jul 2016 |
-7.93%
Nov 2010 – Nov 2020 |
-0.67%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKGEF (Hong Kong Economic Times Holdings Limited) |
31.48%
Feb 2008 – Feb 2011 |
8.86%
Feb 2008 – Feb 2013 |
6.49%
Mar 2014 – Mar 2024 |
3.35%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison Chart