Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BJWTF (Beijing Enterprises Water Group Limited) | NA | 29.43% | 14.52% | NA | NA | NA | NA | … | … |
Data as of 09/12/2025, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BJWTF (Beijing Enterprises Water Group Limited) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.13 | 29.43 | 14.52 | NA | NA | NA | NA | … | … | 6.88 | 60.65 | -15.91 | -25.91 | 20.71 |
| Sharpe Ratio | NA | 0.78 | 0.29 | NA | NA | NA | NA | … | … | 0.24 | 0.98 | -0.74 | -0.77 | 0.41 |
| Standard Deviation(%) | NA | 33.62 | 38.75 | NA | NA | NA | NA | … | … | 28.80 | 55.31 | 27.51 | 35.72 | 51.92 |
| Draw Down(%) | NA | 21.21 | 24.71 | NA | NA | NA | NA | … | … | 18.75 | 24.71 | 23.07 | 42.37 | 21.23 |
| Yield(%) | 3.03 | 8.20 | 7.55 | 8.40 | 4.20 | 2.80 | 2.10 | … | … | 6.56 | 4.50 | 7.69 | 6.77 | 23.81 |
Data as of 09/12/2025, 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 |
|---|---|---|---|---|
| BJWTF (Beijing Enterprises Water Group Limited) |
-5.67%
Feb 2022 – Feb 2025 |
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 |
|---|---|---|---|---|
| BJWTF (Beijing Enterprises Water Group Limited) |
11.47%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart