Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BACHY (Bank of China Ltd ADR) | 17.02% | 17.46% | 29.36% | 20.47% | 12.69% | 8.57% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BACHY (Bank of China Ltd ADR) | 12/30/2009 | 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 17.46 | 29.36 | 20.47 | 12.69 | 8.57 | NA | … | … | 17.02 | 23.91 | 43.08 | 13.49 | 10.52 | 13.89 | -13.49 | 5.78 | -7.14 | 16.71 | 6.37 | -17.14 | 29.77 | 8.22 | 32.76 | -26.99 | 5.10 | 0.00 |
| Sharpe Ratio | NA | 0.80 | 1.19 | 0.86 | 0.54 | NA | NA | … | … | 2.32 | 1.03 | 1.52 | 0.58 | 0.45 | 0.77 | -0.50 | 0.24 | -0.37 | 0.88 | 0.27 | -0.57 | 1.40 | 0.34 | 1.44 | -0.75 | 0.17 | NA |
| Standard Deviation(%) | NA | 16.97 | 21.55 | 19.98 | 21.04 | NA | NA | … | … | 17.83 | 20.53 | 25.92 | 17.25 | 20.10 | 17.89 | 27.44 | 17.66 | 22.93 | 18.25 | 22.75 | 30.06 | 21.32 | 24.15 | 23.00 | 36.26 | 28.67 | 0.00 |
| Draw Down(%) | NA | 13.43 | 15.70 | 18.96 | 39.71 | NA | NA | … | … | 6.73 | 15.70 | 10.30 | 16.91 | 18.96 | 15.08 | 25.05 | 18.27 | 30.25 | 10.94 | 16.95 | 38.93 | 14.79 | 19.71 | 18.30 | 47.45 | 18.10 | 0.00 |
| Yield(%) | 0.00 | 2.63 | 9.70 | 8.11 | 7.46 | 5.55 | 4.56 | … | … | 0.00 | 9.78 | 8.65 | 9.22 | 9.58 | 8.90 | 6.23 | 6.38 | 5.58 | 5.47 | 6.26 | 5.50 | 6.94 | 6.05 | 6.48 | 4.17 | 7.48 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACHY (Bank of China Ltd ADR) |
-11.66%
Jan 2018 – Jan 2021 |
-6.11%
Jun 2015 – Jun 2020 |
0.01%
Oct 2010 – Oct 2020 |
6.71%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACHY (Bank of China Ltd ADR) |
29.93%
Oct 2022 – Oct 2025 |
21.57%
Jan 2021 – Jan 2026 |
12.92%
May 2016 – May 2026 |
8.22%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart