Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCMXY (Bank of Communications Co Ltd ADR) | NA | 40.69% | 29.77% | NA | NA | NA | NA | … | … |
Data as of 12/17/2025, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCMXY (Bank of Communications Co Ltd ADR) | 01/11/2021 | 12/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.69 | 29.77 | NA | NA | NA | NA | … | … | 33.18 | 38.18 | 17.65 | 4.66 | 23.17 |
| Sharpe Ratio | NA | 0.78 | 0.50 | NA | NA | NA | NA | … | … | 0.65 | 0.52 | 0.31 | 0.08 | 0.59 |
| Standard Deviation(%) | NA | 48.24 | 54.49 | NA | NA | NA | NA | … | … | 48.86 | 66.50 | 45.41 | 38.25 | 40.63 |
| Draw Down(%) | NA | 14.03 | 23.24 | NA | NA | NA | NA | … | … | 14.03 | 23.24 | 17.02 | 26.77 | 16.57 |
| Yield(%) | 0.00 | 6.96 | 9.15 | 9.93 | 4.97 | 3.31 | 2.48 | … | … | 6.58 | 8.41 | 9.69 | 8.92 | 9.50 |
Data as of 12/17/2025, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMXY (Bank of Communications Co Ltd ADR) |
8.95%
Mar 2021 – Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMXY (Bank of Communications Co Ltd ADR) |
36.48%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart