PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
WAI YUEN TONG (0897.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

BMG9421Y2332

Sector

Healthcare

IPO Date

Oct 31, 1997

Highlights

Market Cap

HK$433.16M

Year Range

HK$0.17 - HK$0.40

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in WAI YUEN TONG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
11.11%
9.32%
0897.HK (WAI YUEN TONG)
Benchmark (^GSPC)

Returns By Period

WAI YUEN TONG had a return of 56.00% year-to-date (YTD) and 9.09% in the last 12 months. Over the past 10 years, WAI YUEN TONG had an annualized return of -13.20%, while the S&P 500 had an annualized return of 11.29%, indicating that WAI YUEN TONG did not perform as well as the benchmark.


0897.HK

YTD

56.00%

1M

21.87%

6M

8.33%

1Y

9.09%

5Y*

3.38%

10Y*

-13.20%

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

The table below presents the monthly returns of 0897.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202526.00%56.00%
20244.99%3.59%-39.91%-6.13%-2.18%47.29%6.07%-39.65%-2.56%3.16%7.65%18.48%-27.45%
2023-4.34%-3.02%12.51%9.70%2.53%8.66%3.40%-12.09%-0.00%-2.50%-1.28%3.89%15.95%
2022-8.09%1.75%-0.00%-1.72%7.05%-1.64%16.63%-7.13%-0.00%-3.07%-4.75%14.97%11.27%
2021-13.23%-5.58%-1.47%-4.47%-4.68%13.09%-11.57%1.64%11.27%-1.45%-1.47%-7.45%-25.29%
2020-1.56%23.80%-28.21%10.74%-8.09%-7.01%-1.88%-0.00%13.48%-10.19%43.41%9.19%29.67%
20192.05%8.44%-7.39%-1.62%-6.89%2.18%36.76%1.56%1.54%19.70%-16.46%-3.02%31.16%
20185.74%-4.08%-9.84%4.68%4.47%-15.69%-6.81%-10.89%26.53%-23.89%8.07%-4.32%-30.28%
2017-3.94%-2.77%8.47%0.00%-3.89%8.09%-8.73%2.73%1.33%-6.60%-1.41%0.00%-7.91%
2016-20.65%-21.91%-19.30%8.69%-7.00%-7.53%-34.88%-19.65%-12.23%5.05%0.00%-8.42%-79.35%
201511.24%12.36%16.00%15.51%29.85%-22.99%-23.13%-15.53%-9.20%26.59%1.00%-8.91%14.99%
2014-7.66%19.03%-14.75%7.69%-4.02%20.93%-15.68%-5.99%7.84%-19.09%-17.42%-45.58%-63.59%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 0897.HK is 51, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of 0897.HK is 5151
Overall Rank
The Sharpe Ratio Rank of 0897.HK is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of 0897.HK is 5252
Sortino Ratio Rank
The Omega Ratio Rank of 0897.HK is 6464
Omega Ratio Rank
The Calmar Ratio Rank of 0897.HK is 4747
Calmar Ratio Rank
The Martin Ratio Rank of 0897.HK is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WAI YUEN TONG (0897.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for 0897.HK, currently valued at 0.07, compared to the broader market-2.000.002.004.000.071.77
The chart of Sortino ratio for 0897.HK, currently valued at 0.79, compared to the broader market-6.00-4.00-2.000.002.004.006.000.792.39
The chart of Omega ratio for 0897.HK, currently valued at 1.17, compared to the broader market0.501.001.502.001.171.32
The chart of Calmar ratio for 0897.HK, currently valued at 0.07, compared to the broader market0.002.004.006.000.072.66
The chart of Martin ratio for 0897.HK, currently valued at 0.17, compared to the broader market0.0010.0020.0030.000.1710.85
0897.HK
^GSPC

The current WAI YUEN TONG Sharpe ratio is 0.07. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WAI YUEN TONG with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.07
1.71
0897.HK (WAI YUEN TONG)
Benchmark (^GSPC)

Dividends

Dividend History

WAI YUEN TONG provided a 15.38% dividend yield over the last twelve months, with an annual payout of HK$0.06 per share.


0.00%5.00%10.00%15.00%20.00%HK$0.00HK$0.01HK$0.02HK$0.03HK$0.04HK$0.05HK$0.0620142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
DividendHK$0.06HK$0.06HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.05

Dividend yield

15.38%24.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.17%

Monthly Dividends

The table displays the monthly dividend distributions for WAI YUEN TONG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025HK$0.00HK$0.00HK$0.00
2024HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2014HK$0.05HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.05

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-99.93%
-0.01%
0897.HK (WAI YUEN TONG)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WAI YUEN TONG. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WAI YUEN TONG was 99.97%, occurring on Sep 16, 2024. The portfolio has not yet recovered.

The current WAI YUEN TONG drawdown is 99.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.97%Oct 22, 20035125Sep 16, 2024
-99.6%May 24, 2001346Jun 19, 200376Oct 20, 2003422

Volatility

Volatility Chart

The current WAI YUEN TONG volatility is 16.91%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%SeptemberOctoberNovemberDecember2025February
16.91%
3.15%
0897.HK (WAI YUEN TONG)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of WAI YUEN TONG over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for WAI YUEN TONG.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab