Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BJWTY (Beijing Enterprises Water Group Limited) | NA | 5.00% | 17.34% | -3.09% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BJWTY (Beijing Enterprises Water Group Limited) | 08/30/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.00 | 17.34 | -3.09 | NA | NA | NA | … | … | 7.05 | 51.28 | -3.76 | -47.50 | 4.43 | 4.28 | 0.32 |
| Sharpe Ratio | NA | 0.37 | 0.60 | -0.15 | NA | NA | NA | … | … | 1.19 | 1.28 | -0.57 | -0.70 | 1.42 | 1.36 | -0.01 |
| Standard Deviation(%) | NA | 5.24 | 23.09 | 36.12 | NA | NA | NA | … | … | 5.66 | 37.27 | 13.03 | 70.01 | 3.10 | 2.96 | 22.20 |
| Draw Down(%) | NA | 1.92 | 12.53 | 52.32 | NA | NA | NA | … | … | 0.00 | 1.92 | 12.53 | 50.21 | 0.00 | 0.00 | 11.65 |
| Yield(%) | 0.00 | 6.57 | 9.33 | 3.98 | 2.62 | 1.75 | 1.31 | … | … | 6.70 | 9.10 | 8.00 | 3.47 | 4.29 | 4.15 | 2.65 |
Data as of 09/26/2025, Common starting date is 08/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BJWTY (Beijing Enterprises Water Group Limited) |
-19.70%
Aug 2020 – Aug 2023 |
-4.13%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BJWTY (Beijing Enterprises Water Group Limited) |
16.15%
Aug 2022 – Aug 2025 |
-3.26%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart