Value Partners | |
| Value Partners HK | |
| Last update 2020-09-03 | 45 Stocks (9 new) |
| Value $1.13 Bil | Turnover 41 % |
| Guru Portfolio Report Download | |
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Performance of Value Partners Classic Fund
| Year | Return % | S&P500 % | Excess Gain % |
|---|---|---|---|
| 2019 | 32.4 | 28.79 | 3.6 |
| 2018 | -23.1 | -6.35 | -16.8 |
| 2017 | 44.9 | 19.38 | 25.5 |
| 3-Year Cumulative (2017-2019) | 47.53 (13.84/Year) | 43.99 (12.92/Year) | 3.54 (0.92/Year) |
| 2016 | -3.2 | 9.64 | -12.8 |
| 2015 | -1.5 | -0.81 | -0.7 |
| 5-Year Cumulative (2015-2019) | 40.67 (7.06/Year) | 56.59 (9.38/Year) | -15.92 (-2.32/Year) |
| 2014 | 13.5 | 11.29 | 2.2 |
| 2013 | 11.2 | 29.69 | -18.5 |
| 2012 | 14 | 13.47 | 0.5 |
| 2011 | -17.2 | -0.2 | -17 |
| 2010 | 20.2 | 12.84 | 7.4 |
| 10-Year Cumulative (2010-2019) | 101.43 (7.25/Year) | 188.80 (11.19/Year) | -87.37 (-3.92/Year) |
| 2009 | 82.9 | 23.49 | 59.4 |
| 2008 | -47.9 | -38.28 | -9.6 |
| 2007 | 41.1 | 3.24 | 37.9 |
| 2006 | 41.8 | 13.74 | 28.1 |
| 2005 | 15.9 | 3.01 | 12.9 |
| 15-Year Cumulative (2005-2019) | 345.12 (10.47/Year) | 166.25 (6.75/Year) | 178.87 (3.72/Year) |
| 2004 | 5.8 | 8.62 | -2.8 |
| 2003 | 83.6 | 26.12 | 57.5 |
| 2002 | 21.2 | -22.81 | 44 |
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