Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BACHY (Bank of China Ltd ADR) | 24.22% | 41.71% | 27.31% | 19.56% | 7.61% | 7.98% | NA | 8.13% |
Data as of 07/11/2025, AR inception is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BACHY (Bank of China Ltd ADR) | 12/30/2009 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.99 | 41.71 | 27.31 | 19.56 | 7.61 | 7.98 | NA | 8.13 | 24.22 | 44.41 | 14.36 | 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 | 1.25 | 0.97 | 0.77 | 0.22 | NA | NA | 0.28 | 1.78 | 1.63 | 0.51 | 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 | 27.16 | 23.60 | 22.78 | 22.44 | NA | NA | 24.31 | 25.62 | 25.03 | 21.13 | 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 | 13.23 | 18.96 | 25.05 | 43.01 | NA | NA | 51.99 | 13.23 | 11.68 | 17.01 | 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 | 7.46 | 9.19 | 9.11 | 5.13 | 5.76 | 4.42 | 5.89 | 6.67 | 8.63 | 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 07/11/2025, AR inception 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 |
7.56%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACHY (Bank of China Ltd ADR) |
27.57%
May 2012 - May 2015 |
20.50%
May 2020 - May 2025 |
8.16%
Sep 2011 - Sep 2021 |
8.26%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart