Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ADERY (Aida Engineering Ltd ADR) 0.08% 41.02% 11.03% -0.24% 2.57% NA NA
Data as of 06/04/2026, Common starting date is 08/09/2013
More Performance Analytics Comparison
Name Start Date End Date
ADERY (Aida Engineering Ltd ADR) 08/09/2013 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 41.02 11.03 -0.24 2.57 NA NA 0.08 56.67 -12.70 4.98 -28.87 21.57 -20.66 59.00 -47.21 55.80 -25.54 -2.54 15.61 21.86
Sharpe Ratio NA 1.98 0.41 -0.11 0.03 NA NA -18.92 2.60 -0.69 0.12 -0.80 0.44 -0.49 2.19 -1.50 1.60 -0.77 -0.68 1.34 1.76
Standard Deviation(%) NA 19.38 18.84 25.74 31.22 NA NA 0.12 20.76 23.80 11.34 37.93 48.95 42.61 26.30 32.45 34.64 33.39 3.80 11.62 37.19
Draw Down(%) NA 4.26 22.02 48.07 54.35 NA NA 0.01 4.26 17.87 5.41 35.34 18.53 29.98 11.70 51.65 0.00 28.23 3.58 1.02 4.24
Yield(%) 0.00 0.00 2.40 1.85 2.72 2.18 1.63 0.00 4.93 3.04 3.42 2.10 2.46 2.91 4.46 2.26 4.42 2.59 0.00 2.41 0.00
Data as of 06/04/2026, Common starting date is 08/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADERY (Aida Engineering Ltd ADR) -17.35%
Oct 2021 – Oct 2024
-11.72%
Nov 2017 – Nov 2022
-5.58%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADERY (Aida Engineering Ltd ADR) 15.32%
Dec 2018 – Dec 2021
7.90%
Sep 2016 – Sep 2021
2.57%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return