Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BJINF (Beijing Enterprises Holdings Limited) | NA | 29.96% | 14.73% | 8.37% | -2.10% | NA | NA | … | … |
Data as of 09/12/2025, Common starting date is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BJINF (Beijing Enterprises Holdings Limited) | 02/23/2012 | 09/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.82 | 29.96 | 14.73 | 8.37 | -2.10 | NA | NA | … | … | 25.27 | 8.20 | 9.21 | -10.44 | 14.72 | -19.72 | -16.49 | 2.51 | 28.79 | -25.98 | -19.82 | -18.55 | 48.21 | 5.88 |
| Sharpe Ratio | NA | 0.80 | 0.29 | 0.19 | -0.13 | NA | NA | … | … | 2.10 | 0.07 | 0.20 | -0.79 | 0.55 | -0.75 | -0.97 | 0.05 | 1.51 | -1.51 | -0.59 | -0.94 | 2.19 | 1.58 |
| Standard Deviation(%) | NA | 42.66 | 38.78 | 33.13 | 28.16 | NA | NA | … | … | 16.84 | 64.33 | 28.38 | 15.05 | 26.69 | 26.66 | 18.44 | 20.81 | 18.66 | 17.30 | 33.65 | 19.73 | 22.01 | 4.36 |
| Draw Down(%) | NA | 25.89 | 25.89 | 25.89 | 51.74 | NA | NA | … | … | 1.73 | 25.89 | 18.43 | 12.96 | 10.00 | 30.00 | 24.15 | 16.00 | 6.75 | 25.98 | 36.23 | 20.59 | 10.82 | 1.61 |
| Yield(%) | 0.00 | 3.07 | 4.04 | 4.26 | 1.97 | 1.99 | 1.49 | … | … | 6.21 | 2.70 | 3.99 | 4.79 | 4.50 | 6.65 | 2.65 | 2.34 | 2.80 | 2.04 | 1.56 | 1.20 | 1.50 | 1.46 |
Data as of 09/12/2025, Common starting date is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BJINF (Beijing Enterprises Holdings Limited) |
-21.52%
Dec 2013 – Dec 2016 |
-16.70%
May 2015 – May 2020 |
-7.08%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BJINF (Beijing Enterprises Holdings Limited) |
14.76%
May 2012 – May 2015 |
10.26%
Jun 2020 – Jun 2025 |
-2.37%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart