Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HKSHY (Hongkong and Shanghai Hotels Ltd ADR) | 20.03% | 28.23% | -7.03% | -5.45% | -1.86% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKSHY (Hongkong and Shanghai Hotels Ltd ADR) | 02/04/2014 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.23 | -7.03 | -5.45 | -1.86 | NA | NA | … | … | 20.03 | -31.68 | 32.29 | -16.13 | -0.46 | 6.35 | -23.27 | -16.96 | -6.28 | 38.47 | -0.14 | -26.51 | 8.64 |
| Sharpe Ratio | NA | 0.61 | -0.23 | -0.21 | -0.11 | NA | NA | … | … | 1.20 | -0.63 | 0.58 | -0.71 | -0.26 | 0.27 | -0.67 | -0.53 | -0.36 | 0.78 | -0.06 | -1.00 | 0.66 |
| Standard Deviation(%) | NA | 41.90 | 44.67 | 37.21 | 35.27 | NA | NA | … | … | 42.07 | 55.34 | 44.59 | 29.05 | 7.06 | 23.85 | 35.04 | 34.81 | 21.00 | 48.66 | 5.87 | 26.45 | 14.46 |
| Draw Down(%) | NA | 17.12 | 37.33 | 43.86 | 68.34 | NA | NA | … | … | 13.41 | 36.05 | 25.35 | 33.64 | 4.66 | 16.55 | 30.88 | 35.98 | 16.73 | 32.05 | 5.81 | 30.13 | 4.36 |
| Yield(%) | 0.00 | 0.00 | 0.35 | 0.20 | 1.02 | 0.74 | 0.55 | … | … | 0.00 | 0.00 | 1.42 | 0.00 | 0.00 | 0.00 | 1.08 | 1.95 | 1.88 | 2.32 | 2.28 | 1.98 | 0.00 |
Data as of 06/11/2026, Common starting date is 02/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKSHY (Hongkong and Shanghai Hotels Ltd ADR) |
-21.35%
Sep 2017 – Sep 2020 |
-13.16%
Jul 2017 – Jul 2022 |
-7.62%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKSHY (Hongkong and Shanghai Hotels Ltd ADR) |
14.97%
May 2016 – May 2019 |
4.53%
May 2014 – May 2019 |
-1.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart