Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BJTRF (Beijing Tong Ren Tang Chinese Medicine Company Limited) | 0.00% | 7.44% | 2.88% | 3.24% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BJTRF (Beijing Tong Ren Tang Chinese Medicine Company Limited) | 04/20/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.44 | 2.88 | 3.24 | NA | NA | NA | … | … | 0.00 | 7.44 | 1.34 | 2.91 | 4.70 | 2.12 |
| Sharpe Ratio | NA | 0.66 | -0.01 | 0.02 | NA | NA | NA | … | … | -4.55 | 0.64 | -0.02 | -0.26 | 1.01 | 1.20 |
| Standard Deviation(%) | NA | 7.21 | 63.83 | 49.47 | NA | NA | NA | … | … | 0.55 | 7.26 | 110.25 | 2.88 | 3.25 | 2.49 |
| Draw Down(%) | NA | 0.25 | 56.67 | 56.67 | NA | NA | NA | … | … | 0.25 | 0.25 | 56.67 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 6.86 | 10.27 | 7.63 | 4.02 | 2.68 | 2.01 | … | … | 0.00 | 6.86 | 27.81 | 2.83 | 4.54 | 2.07 |
Data as of 06/04/2026, Common starting date is 04/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BJTRF (Beijing Tong Ren Tang Chinese Medicine Company Limited) |
-21.70%
May 2021 – May 2024 |
3.68%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BJTRF (Beijing Tong Ren Tang Chinese Medicine Company Limited) |
4.62%
Jun 2022 – Jun 2025 |
3.68%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart