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0052.HK vs. 0050.HK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

0052.HK vs. 0050.HK - Performance Comparison

The chart below illustrates the hypothetical performance of a HK$10,000 investment in Fairwood Holdings Ltd (0052.HK) and HK FERRY (HOLD) (0050.HK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, 0052.HK achieves a -3.64% return, which is significantly lower than 0050.HK's 4.29% return. Over the past 10 years, 0052.HK has underperformed 0050.HK with an annualized return of -15.21%, while 0050.HK has yielded a comparatively higher 0.21% annualized return.


0052.HK

1D
0.90%
1M
7.40%
6M
-0.88%
YTD
-3.64%
1Y
-14.79%
3Y*
-22.20%
5Y*
-20.14%
10Y*
-15.21%
ALL TIME*
-0.34%

0050.HK

1D
0.21%
1M
1.89%
6M
3.65%
YTD
4.29%
1Y
6.62%
3Y*
3.40%
5Y*
4.44%
10Y*
0.21%
ALL TIME*
3.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

0052.HK vs. 0050.HK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
0052.HK
Fairwood Holdings Ltd
-3.64%-20.00%-30.35%-30.55%-5.85%-8.01%-7.10%-20.83%-13.78%16.15%
0050.HK
HK FERRY (HOLD)
4.29%18.48%-1.15%-30.04%50.96%-6.85%-6.58%-9.14%-4.96%5.15%

Correlation

The correlation between 0052.HK and 0050.HK is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (10Y)
Calculated over the trailing 10-year period

0.19

Correlation (All Time)
Calculated using the full available price history since Nov 24, 2006

0.19

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Fairwood Holdings Ltd

HK FERRY (HOLD)

Return for Risk

0052.HK vs. 0050.HK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

0052.HK
0052.HK Risk / Return Rank: 1717
Overall Rank
0052.HK Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
0052.HK Sortino Ratio Rank: 88
Sortino Ratio Rank
0052.HK Omega Ratio Rank: 1111
Omega Ratio Rank
0052.HK Calmar Ratio Rank: 2828
Calmar Ratio Rank
0052.HK Martin Ratio Rank: 2828
Martin Ratio Rank

0050.HK
0050.HK Risk / Return Rank: 5858
Overall Rank
0050.HK Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
0050.HK Sortino Ratio Rank: 5454
Sortino Ratio Rank
0050.HK Omega Ratio Rank: 5555
Omega Ratio Rank
0050.HK Calmar Ratio Rank: 6060
Calmar Ratio Rank
0050.HK Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

0052.HK vs. 0050.HK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fairwood Holdings Ltd (0052.HK) and HK FERRY (HOLD) (0050.HK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


0052.HK0050.HKDifference
Sharpe ratioReturn per unit of total volatility

-1.32

Sortino ratioReturn per unit of downside risk

-2.18

Omega ratioGain probability vs. loss probability

0.85

1.10

-0.25

Calmar ratioReturn relative to maximum drawdown

-0.47

0.59

-1.06

Martin ratioReturn relative to average drawdown

-0.85

1.28

-2.13

0052.HK vs. 0050.HK - Sharpe Ratio Comparison

The current 0052.HK Sharpe Ratio is -0.82, which is lower than the 0050.HK Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of 0052.HK and 0050.HK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

0052.HK vs. 0050.HK - Drawdown Comparison

The maximum 0052.HK drawdown since its inception was -85.74%, which is greater than 0050.HK's maximum drawdown of -52.61%. Use the drawdown chart below to compare losses from any high point for 0052.HK and 0050.HK.


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Drawdown Indicators


0052.HK0050.HKDifference

Max Drawdown

Largest peak-to-trough decline

-85.74%

-52.61%

-33.13%

Max Drawdown (1Y)

Largest decline over 1 year

-31.95%

-11.58%

-20.37%

Max Drawdown (3Y)

Largest decline over 3 years

-62.97%

-16.76%

-46.21%

Max Drawdown (5Y)

Largest decline over 5 years

-73.24%

-37.63%

-35.61%

Max Drawdown (10Y)

Largest decline over 10 years

-85.74%

-37.63%

-48.11%

Current Drawdown

Current decline from peak

-82.98%

-23.96%

-59.02%

Average Drawdown

Average peak-to-trough decline

-31.17%

-20.60%

-10.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.62%

5.25%

+12.37%

Volatility

0052.HK vs. 0050.HK - Volatility Comparison

Fairwood Holdings Ltd (0052.HK) has a higher volatility of 8.14% compared to HK FERRY (HOLD) (0050.HK) at 4.17%. This indicates that 0052.HK's price experiences larger fluctuations and is considered to be riskier than 0050.HK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


0052.HK0050.HKDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.14%

4.17%

+3.97%

Volatility (6M)

Calculated over the trailing 6-month period

16.11%

10.61%

+5.50%

Volatility (1Y)

Calculated over the trailing 1-year period

18.49%

13.76%

+4.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.07%

19.54%

+0.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.50%

15.51%

+4.99%

Dividends

0052.HK vs. 0050.HK - Dividend Comparison

0052.HK's dividend yield for the trailing twelve months is around 4.89%, less than 0050.HK's 5.14% yield.


PositionTTM20252024202320222021202020192018201720162015
0050.HK
HK FERRY (HOLD)
5.14%5.21%5.84%27.23%3.13%4.56%6.19%5.43%4.71%4.06%4.10%4.35%
0052.HK
Fairwood Holdings Ltd
4.89%4.71%5.76%6.10%4.16%5.48%4.52%5.23%5.41%2.72%0.00%2.13%

Financials

0052.HK vs. 0050.HK - Financials Comparison

This section allows you to compare key financial metrics between Fairwood Holdings Ltd and HK FERRY (HOLD). You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in HKD except per share items

Frequently Asked Questions


0052.HK and 0050.HK have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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