Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BYDDY (BYD Co Ltd ADR) | 47.05% | 65.29% | 11.82% | 40.44% | 28.82% | 14.51% | NA | 12.87% |
Data as of 07/25/2025, AR inception is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BYDDY (BYD Co Ltd ADR) | 12/30/2009 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | 65.29 | 11.82 | 40.44 | 28.82 | 14.51 | NA | 12.87 | 47.05 | 24.81 | 13.04 | -27.14 | 28.04 | 433.18 | -20.95 | -27.68 | 68.61 | -3.24 | 38.92 | -19.43 | 60.23 | 43.26 | -59.98 | -39.20 | 2.15 |
| Sharpe Ratio | NA | 1.30 | 0.20 | 0.75 | 0.56 | NA | NA | 0.23 | 1.84 | 0.56 | 0.27 | -0.49 | 0.49 | 6.03 | -0.69 | -0.73 | 1.84 | -0.10 | 0.67 | -0.42 | 1.20 | 0.88 | -0.95 | -0.79 | NA |
| Standard Deviation(%) | NA | 47.66 | 42.09 | 51.23 | 47.44 | NA | NA | 49.69 | 52.27 | 37.83 | 35.18 | 59.06 | 57.69 | 71.24 | 32.64 | 40.01 | 37.11 | 35.30 | 57.83 | 46.36 | 50.34 | 49.52 | 63.20 | 50.01 | 0.00 |
| Draw Down(%) | NA | 25.59 | 42.44 | 48.94 | 58.12 | NA | NA | 86.21 | 25.59 | 21.31 | 29.28 | 48.14 | 48.94 | 35.24 | 36.29 | 47.11 | 22.51 | 28.59 | 50.60 | 50.79 | 32.76 | 55.31 | 74.09 | 50.66 | 0.00 |
| Yield(%) | 0.00 | 1.75 | 1.03 | 2.49 | 3.13 | 1.27 | 0.80 | 1.06 | 1.58 | 1.60 | 0.65 | 0.05 | 0.08 | 0.17 | 0.49 | 0.22 | 0.47 | 1.05 | 0.00 | 0.21 | 0.00 | 0.00 | 0.00 | 0.55 | 0.00 |
Data as of 07/25/2025, AR inception is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYDDY (BYD Co Ltd ADR) |
-31.85%
Mar 2010 - Mar 2013 |
-12.88%
Jan 2010 - Jan 2015 |
-5.97%
Mar 2010 - Mar 2020 |
11.44%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYDDY (BYD Co Ltd ADR) |
88.49%
Jun 2019 - Jun 2022 |
58.06%
Mar 2020 - Mar 2025 |
36.32%
Jul 2012 - Jul 2022 |
13.50%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart