PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
0857.HK vs. 9909.HK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


0857.HK9909.HK
YTD Return49.63%-0.36%
1Y Return38.88%-15.61%
3Y Return (Ann)43.26%-50.53%
Sharpe Ratio1.60-0.35
Daily Std Dev29.28%59.24%
Max Drawdown-83.74%-91.72%
Current Drawdown-20.33%-89.20%

Fundamentals


0857.HK9909.HK
Market CapHK$1.94THK$1.79B
EPSHK$0.89HK$0.00
PE Ratio7.743.61
Total Revenue (TTM)HK$2.34THK$1.27B
Gross Profit (TTM)HK$640.28BHK$438.21M
EBITDA (TTM)HK$0.00HK$0.00

Correlation

-0.50.00.51.00.2

The correlation between 0857.HK and 9909.HK is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

0857.HK vs. 9909.HK - Performance Comparison

In the year-to-date period, 0857.HK achieves a 49.63% return, which is significantly higher than 9909.HK's -0.36% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-50.00%0.00%50.00%100.00%150.00%200.00%FebruaryMarchAprilMayJuneJuly
179.49%
-66.12%
0857.HK
9909.HK

Compare stocks, funds, or ETFs

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


PetroChina Co Ltd Class H

Powerlong Commercial Mgmt Holdings

Risk-Adjusted Performance

0857.HK vs. 9909.HK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PetroChina Co Ltd Class H (0857.HK) and Powerlong Commercial Mgmt Holdings (9909.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.


0857.HK
Sharpe ratio
The chart of Sharpe ratio for 0857.HK, currently valued at 1.61, compared to the broader market-2.00-1.000.001.002.003.001.61
Sortino ratio
The chart of Sortino ratio for 0857.HK, currently valued at 2.42, compared to the broader market-4.00-2.000.002.004.002.42
Omega ratio
The chart of Omega ratio for 0857.HK, currently valued at 1.30, compared to the broader market0.501.001.502.001.30
Calmar ratio
The chart of Calmar ratio for 0857.HK, currently valued at 2.61, compared to the broader market0.002.004.006.002.61
Martin ratio
The chart of Martin ratio for 0857.HK, currently valued at 6.42, compared to the broader market-5.000.005.0010.0015.0020.0025.006.42
9909.HK
Sharpe ratio
The chart of Sharpe ratio for 9909.HK, currently valued at -0.35, compared to the broader market-2.00-1.000.001.002.003.00-0.35
Sortino ratio
The chart of Sortino ratio for 9909.HK, currently valued at -0.16, compared to the broader market-4.00-2.000.002.004.00-0.16
Omega ratio
The chart of Omega ratio for 9909.HK, currently valued at 0.98, compared to the broader market0.501.001.502.000.98
Calmar ratio
The chart of Calmar ratio for 9909.HK, currently valued at -0.22, compared to the broader market0.002.004.006.00-0.22
Martin ratio
The chart of Martin ratio for 9909.HK, currently valued at -0.63, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.63

0857.HK vs. 9909.HK - Sharpe Ratio Comparison

The current 0857.HK Sharpe Ratio is 1.60, which is higher than the 9909.HK Sharpe Ratio of -0.35. The chart below compares the 12-month rolling Sharpe Ratio of 0857.HK and 9909.HK.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00FebruaryMarchAprilMayJuneJuly
1.61
-0.35
0857.HK
9909.HK

Dividends

0857.HK vs. 9909.HK - Dividend Comparison

0857.HK's dividend yield for the trailing twelve months is around 6.46%, more than 9909.HK's 5.40% yield.


TTM20232022202120202019201820172016201520142013
0857.HK
PetroChina Co Ltd Class H
6.46%9.14%9.71%7.57%9.66%3.81%2.19%1.05%0.94%3.89%4.75%4.31%
9909.HK
Powerlong Commercial Mgmt Holdings
5.40%10.75%6.97%2.28%1.21%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

0857.HK vs. 9909.HK - Drawdown Comparison

The maximum 0857.HK drawdown since its inception was -83.74%, smaller than the maximum 9909.HK drawdown of -91.72%. Use the drawdown chart below to compare losses from any high point for 0857.HK and 9909.HK. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%FebruaryMarchAprilMayJuneJuly
-12.65%
-89.25%
0857.HK
9909.HK

Volatility

0857.HK vs. 9909.HK - Volatility Comparison

The current volatility for PetroChina Co Ltd Class H (0857.HK) is 11.51%, while Powerlong Commercial Mgmt Holdings (9909.HK) has a volatility of 14.63%. This indicates that 0857.HK experiences smaller price fluctuations and is considered to be less risky than 9909.HK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%FebruaryMarchAprilMayJuneJuly
11.51%
14.63%
0857.HK
9909.HK

Financials

0857.HK vs. 9909.HK - Financials Comparison

This section allows you to compare key financial metrics between PetroChina Co Ltd Class H and Powerlong Commercial Mgmt Holdings. 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