Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HKTTF (HKT Trust and HKT Limited) | NA | 90.76% | 12.88% | 16.44% | 17.27% | NA | NA | … | … |
Data as of 08/29/2025, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKTTF (HKT Trust and HKT Limited) | 08/14/2012 | 08/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 90.76 | 12.88 | 16.44 | 17.27 | NA | NA | … | … | 36.71 | 21.57 | -1.30 | -1.25 | 44.35 | 30.26 | 4.59 | 27.24 | 12.66 | -0.19 | 0.80 | 49.97 | 6.66 | 64.87 |
| Sharpe Ratio | NA | 0.70 | 0.12 | 0.23 | 0.33 | NA | NA | … | … | 0.42 | 0.25 | -0.21 | -0.15 | 1.35 | 0.78 | 0.17 | 1.64 | 0.43 | -0.01 | 0.03 | 2.45 | 0.20 | 4.93 |
| Standard Deviation(%) | NA | 125.76 | 78.32 | 62.88 | 48.27 | NA | NA | … | … | 138.19 | 71.96 | 23.73 | 18.51 | 32.75 | 38.18 | 18.12 | 15.86 | 27.95 | 27.90 | 28.98 | 20.36 | 33.70 | 57.17 |
| Draw Down(%) | NA | 43.36 | 43.36 | 43.36 | 43.36 | NA | NA | … | … | 32.50 | 38.38 | 22.27 | 18.62 | 13.16 | 15.79 | 13.87 | 4.47 | 15.69 | 26.27 | 20.59 | 7.20 | 22.39 | 12.09 |
| Yield(%) | 0.00 | 11.83 | 7.27 | 11.79 | 14.57 | 18.12 | 13.59 | … | … | 8.48 | 9.02 | 8.26 | 10.33 | 30.46 | 34.10 | 6.12 | 7.26 | 6.69 | 5.69 | 4.69 | 6.45 | 6.45 | 26.63 |
Data as of 08/29/2025, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKTTF (HKT Trust and HKT Limited) |
-4.71%
Aug 2021 – Aug 2024 |
4.17%
Jul 2019 – Jul 2024 |
8.52%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKTTF (HKT Trust and HKT Limited) |
31.90%
Mar 2020 – Mar 2023 |
23.03%
Dec 2016 – Dec 2021 |
17.94%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart