IGHG vs. 1308.HK
Compare and contrast key facts about ProShares Investment Grade-Interest Rate Hedged (IGHG) and SITC International Holdings Co Ltd (1308.HK).
IGHG is a passively managed fund by ProShares that tracks the performance of the Citi Corporate Investment Grade (Treasury Rate-Hedged) Index. It was launched on Nov 5, 2013.
Performance
IGHG vs. 1308.HK - Performance Comparison
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IGHG vs. 1308.HK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGHG ProShares Investment Grade-Interest Rate Hedged | 0.20% | 5.65% | 9.20% | 11.58% | -0.90% | 0.88% | 0.61% | 12.73% | -3.96% | 4.49% |
1308.HK SITC International Holdings Co Ltd | 29.07% | 50.17% | 68.27% | -10.77% | -27.46% | 80.85% | 93.85% | 36.76% | 1.42% | 69.34% |
Different Trading Currencies
IGHG is traded in USD, while 1308.HK is traded in HKD. To make them comparable, the 1308.HK values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IGHG achieves a 0.20% return, which is significantly lower than 1308.HK's 29.07% return. Over the past 10 years, IGHG has underperformed 1308.HK with an annualized return of 4.71%, while 1308.HK has yielded a comparatively higher 37.10% annualized return.
IGHG
- 1D
- 0.34%
- 1M
- 0.35%
- YTD
- 0.20%
- 6M
- 1.04%
- 1Y
- 7.03%
- 3Y*
- 8.20%
- 5Y*
- 4.82%
- 10Y*
- 4.71%
1308.HK
- 1D
- 3.64%
- 1M
- 3.47%
- YTD
- 29.07%
- 6M
- 20.03%
- 1Y
- 87.77%
- 3Y*
- 44.42%
- 5Y*
- 18.97%
- 10Y*
- 37.10%
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Return for Risk
IGHG vs. 1308.HK — Risk / Return Rank
IGHG
1308.HK
IGHG vs. 1308.HK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Investment Grade-Interest Rate Hedged (IGHG) and SITC International Holdings Co Ltd (1308.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.
| IGHG | 1308.HK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 2.27 | -0.63 |
Sortino ratioReturn per unit of downside risk | 2.46 | 2.66 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.39 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.92 | 4.30 | -1.38 |
Martin ratioReturn relative to average drawdown | 11.48 | 13.57 | -2.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IGHG | 1308.HK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 2.27 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | 0.42 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.92 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.57 | -0.05 |
Correlation
The correlation between IGHG and 1308.HK is 0.06, 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.
Dividends
IGHG vs. 1308.HK - Dividend Comparison
IGHG's dividend yield for the trailing twelve months is around 5.19%, less than 1308.HK's 9.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGHG ProShares Investment Grade-Interest Rate Hedged | 5.19% | 5.14% | 5.06% | 4.99% | 3.55% | 2.50% | 2.79% | 3.48% | 4.13% | 3.36% | 3.37% | 3.65% |
1308.HK SITC International Holdings Co Ltd | 9.63% | 9.69% | 7.83% | 16.32% | 21.89% | 8.51% | 4.72% | 4.63% | 6.10% | 3.37% | 5.51% | 5.35% |
Drawdowns
IGHG vs. 1308.HK - Drawdown Comparison
The maximum IGHG drawdown since its inception was -25.16%, smaller than the maximum 1308.HK drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for IGHG and 1308.HK.
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Drawdown Indicators
| IGHG | 1308.HK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.16% | -71.52% | +46.36% |
Max Drawdown (1Y)Largest decline over 1 year | -2.30% | -23.56% | +21.26% |
Max Drawdown (5Y)Largest decline over 5 years | -8.75% | -57.13% | +48.38% |
Max Drawdown (10Y)Largest decline over 10 years | -25.16% | -57.13% | +31.97% |
Current DrawdownCurrent decline from peak | -0.66% | 0.00% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -2.33% | -23.38% | +21.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.58% | 7.46% | -6.88% |
Volatility
IGHG vs. 1308.HK - Volatility Comparison
The current volatility for ProShares Investment Grade-Interest Rate Hedged (IGHG) is 1.23%, while SITC International Holdings Co Ltd (1308.HK) has a volatility of 9.95%. This indicates that IGHG experiences smaller price fluctuations and is considered to be less risky than 1308.HK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGHG | 1308.HK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 9.95% | -8.72% |
Volatility (6M)Calculated over the trailing 6-month period | 2.89% | 23.07% | -20.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 39.89% | -35.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.06% | 47.00% | -41.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.48% | 41.45% | -33.97% |