Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVIJF (AviChina Industry & Technology Co Ltd) | -9.75% | 24.39% | -2.48% | -1.34% | -3.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVIJF (AviChina Industry & Technology Co Ltd) | 06/19/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.39 | -2.48 | -1.34 | -3.84 | NA | NA | … | … | -9.75 | 42.14 | -27.19 | 1.50 | -1.40 | 50.79 | -16.83 | -22.48 | 10.91 | -15.38 | -20.73 | 7.89 | 28.81 | 61.64 | 4.29 |
| Sharpe Ratio | NA | 0.32 | -0.12 | -0.10 | -0.12 | NA | NA | … | … | -1.10 | 0.60 | -0.67 | -0.80 | -0.67 | 0.44 | -0.87 | -1.17 | 0.48 | -0.55 | -0.99 | 0.22 | 0.67 | 1.66 | 0.37 |
| Standard Deviation(%) | NA | 67.34 | 47.01 | 36.55 | 47.20 | NA | NA | … | … | 22.44 | 66.38 | 45.71 | 2.71 | 4.23 | 115.67 | 19.57 | 20.43 | 19.93 | 29.16 | 21.07 | 36.40 | 43.24 | 37.08 | 21.99 |
| Draw Down(%) | NA | 32.31 | 32.87 | 32.87 | 62.25 | NA | NA | … | … | 15.38 | 29.23 | 32.40 | 0.70 | 4.31 | 45.00 | 17.78 | 23.73 | 7.58 | 31.43 | 20.73 | 17.73 | 17.32 | 4.84 | 8.57 |
| Yield(%) | 0.00 | 2.65 | 2.09 | 2.06 | 1.20 | 1.88 | 1.41 | … | … | 1.92 | 3.05 | 2.32 | 2.13 | 2.18 | 2.11 | 0.93 | 4.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVIJF (AviChina Industry & Technology Co Ltd) |
-27.45%
Feb 2021 – Feb 2024 |
-17.16%
Apr 2015 – Apr 2020 |
-8.02%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVIJF (AviChina Industry & Technology Co Ltd) |
46.04%
Jul 2012 – Jul 2015 |
15.23%
Jul 2012 – Jul 2017 |
6.21%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart