Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BACHF (Bank of China Ltd H) | 18.10% | 11.31% | 29.56% | 19.42% | 12.94% | 17.08% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BACHF (Bank of China Ltd H) | 06/25/2008 | 06/03/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.03 | 11.31 | 29.56 | 19.42 | 12.94 | 17.08 | NA | … | … | 18.10 | 26.29 | 32.87 | 9.73 | 18.08 | 11.71 | -12.68 | 7.14 | -10.64 | 21.12 | 1.06 | 12.75 | 32.74 | 54.84 | 126.19 | -7.69 | 10.50 | 161.66 | -39.13 |
| Sharpe Ratio | NA | 0.37 | 0.54 | 0.37 | 0.25 | NA | NA | … | … | 1.74 | 0.42 | 0.51 | 0.15 | 0.40 | 0.24 | -0.19 | 0.13 | -0.29 | 0.51 | 0.02 | 0.24 | 0.79 | 0.89 | 1.84 | -0.13 | 0.25 | 2.29 | -0.58 |
| Standard Deviation(%) | NA | 57.02 | 53.21 | 48.59 | 49.10 | NA | NA | … | … | 52.44 | 55.63 | 56.89 | 41.53 | 41.70 | 48.88 | 68.03 | 44.09 | 42.04 | 40.17 | 44.41 | 53.54 | 41.20 | 61.67 | 69.43 | 58.76 | 41.20 | 70.54 | 106.58 |
| Draw Down(%) | NA | 18.03 | 18.03 | 18.34 | 39.53 | NA | NA | … | … | 12.68 | 18.03 | 16.68 | 18.34 | 15.12 | 13.16 | 26.45 | 19.10 | 28.50 | 13.21 | 21.74 | 38.24 | 15.22 | 15.38 | 18.18 | 46.30 | 19.64 | 20.31 | 53.19 |
| Yield(%) | 0.00 | 2.59 | 9.98 | 7.94 | 7.86 | 11.21 | 12.77 | … | … | 0.00 | 10.70 | 8.33 | 9.17 | 9.43 | 9.27 | 6.28 | 7.14 | 6.00 | 4.65 | 6.52 | 33.33 | 6.52 | 36.17 | 45.95 | 27.78 | 3.77 | 43.33 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACHF (Bank of China Ltd H) |
-11.35%
Jan 2018 – Jan 2021 |
-5.58%
Jun 2015 – Jun 2020 |
6.44%
Jun 2015 – Jun 2025 |
16.19%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACHF (Bank of China Ltd H) |
75.05%
May 2012 – May 2015 |
57.51%
Nov 2008 – Nov 2013 |
33.84%
Feb 2009 – Feb 2019 |
23.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart