Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 513100 (国泰纳斯达克100(QDII-ETF)) | NA | 59.38% | 12.04% | 21.72% | 17.00% | NA | NA | 18.87% |
Data as of 12/28/2023, AR inception is 04/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 513100 (国泰纳斯达克100(QDII-ETF)) | 04/25/2013 | 12/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 59.38 | 12.04 | 21.72 | 17.00 | NA | NA | 18.87 | 55.89 | -26.78 | 23.86 | 36.26 | 39.99 | 2.40 | 23.96 | 8.88 | 13.37 | 14.23 | 17.80 |
| Sharpe Ratio | NA | 3.06 | 0.43 | 0.79 | 0.74 | NA | NA | 0.79 | 2.93 | -0.90 | 1.25 | 0.99 | 2.35 | 0.05 | 2.19 | 0.53 | 0.74 | 1.07 | 2.46 |
| Standard Deviation(%) | NA | 17.98 | 23.64 | 25.54 | 21.65 | NA | NA | 21.16 | 17.88 | 31.54 | 19.14 | 36.30 | 16.43 | 22.73 | 10.72 | 16.34 | 18.14 | 13.30 | 10.96 |
| Draw Down(%) | NA | 10.63 | 30.02 | 30.02 | 30.02 | NA | NA | 30.02 | 10.63 | 28.65 | 10.05 | 27.86 | 9.02 | 21.67 | 6.02 | 11.76 | 11.64 | 8.56 | 5.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/28/2023, AR inception is 04/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 513100 (国泰纳斯达克100(QDII-ETF)) |
6.98%
Dec 2019 - Dec 2022 |
11.91%
Dec 2017 - Dec 2022 |
15.83%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 513100 (国泰纳斯达克100(QDII-ETF)) |
32.95%
Dec 2018 - Dec 2021 |
25.06%
Jun 2016 - Jun 2021 |
18.21%
Jun 2013 - Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart