PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios

Financial Services Stock List


Year-to-Date Return

< 0.0%
> 10.0%

10-Year Annualized Return

< 0.0%
> 10.0%

Sharpe Ratio

< 0.0
> 0.1

Omega ratio

< 0.0
> 0.1

Sortino ratio

< 0.0
> 0.1

Calmar ratio

< 0.0
> 0.1

Ulcer Index

< 0.0%
> 10.0%

10Y Volatility

< 0.0%
> 10.0%

Maximum Drawdown

< 0.0%
> 10.0%

Dividend Yield

< 0.0%
> 10.0%
SymbolFull nameYTD Ret.10Y Ann. Ret.Div. Yield10Y VolatilityMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
0005.HKHSBC Holdings PLC31.0%2.0%5.5%22.3%-79.3%1.51.81.32.16.2%
0011.HKHang Seng Bank-24.6%1.0%5.2%19.7%-89.2%-0.8-1.10.9-0.712.9%
0023.HKBank Of E Asia6.5%-8.2%5.5%25.4%-89.3%0.20.61.10.39.3%
0165.HKChina Everbright Ltd-18.6%-3.6%10.4%36.6%-89.0%-0.3-0.11.0-0.315.4%
0388.HKHong Kong Exchange and Clearing Ltd-13.0%11.5%2.9%30.2%-79.3%0.10.51.10.214.2%
0440.HKDah Sing Financial Holdings Ltd-2.2%-4.9%7.0%27.6%-87.5%-0.4-0.41.0-0.411.9%
0806.HKValue Partners Group Ltd-14.8%-3.7%1.4%43.6%-86.4%0.51.11.10.619.0%
0939.HKChina Construction Bank Corp-5.3%2.9%10.0%22.0%-69.9%-0.00.41.0-0.09.4%
0966.HKChina Taiping Insurance Holdings Co Ltd-19.2%-2.3%3.4%41.3%-82.8%0.20.71.10.321.8%
0998.HKChina Citic Bank Corp Ltd11.7%5.2%10.2%23.1%-69.4%0.81.51.20.98.5%
1288.HKAgricultural Bank Of China12.9%4.2%8.7%21.3%-51.0%1.12.21.31.56.1%
1299.HKAIA Group Ltd-24.3%7.5%2.4%27.8%-45.0%-0.2-0.11.0-0.212.7%
1336.HKNew China Life Insurance2.6%1.2%6.4%36.6%-71.9%0.61.21.11.012.5%
1339.HKPeople’s Insurance Group of China Co Ltd13.1%0.1%6.6%27.8%-61.4%1.01.81.21.47.0%
1359.HKChina Cinda Asset Mgmt Co Ltd-24.4%-11.8%7.2%31.0%-77.7%-0.3-0.21.0-0.419.7%
1398.HKIndustrial and Commercial Bank of China-2.9%2.0%9.2%22.1%-61.3%0.10.61.10.18.9%
1658.HKPostal Savings Bank of China-16.4%1.3%7.3%28.4%-43.1%-0.4-0.31.0-0.613.4%
1776.HKGF Securities Co Ltd-5.5%-6.7%3.7%37.4%-68.1%0.30.91.10.513.5%
1788.HKGuotai Junan International Holdings Ltd-16.9%-2.3%3.5%46.7%-100.0%-0.3-0.11.0-0.517.5%
1911.HKChina Renaissance Holdings-10.5%N/A0.0%51.1%-80.1%-0.10.11.0-0.226.5%

1–20 of 1971