Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAAS (China Automotive Systems, Inc.) | 4.46% | 4.71% | 3.40% | 2.16% | 2.81% | -1.68% | -1.43% | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAAS (China Automotive Systems, Inc.) | 10/07/2003 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.51 | 4.71 | 3.40 | 2.16 | 2.81 | -1.68 | -1.43 | … | … | 4.46 | 2.20 | 49.78 | -44.31 | 116.42 | -57.05 | 98.10 | 29.10 | -49.17 | -10.45 | 17.03 | -35.40 | -8.74 | 65.90 | 44.85 | -75.77 | -27.20 | 451.92 | -56.26 | -37.95 | 83.68 | -43.33 | -27.93 | 236.36 |
| Sharpe Ratio | NA | 0.35 | 0.06 | 0.06 | 0.03 | NA | NA | … | … | 0.75 | -0.02 | 0.88 | -0.78 | 1.48 | -0.97 | 0.75 | 0.39 | -0.82 | -0.35 | 0.30 | -0.89 | -0.21 | 1.02 | 0.78 | -1.15 | -0.41 | 5.70 | -0.82 | -0.75 | 0.90 | -0.63 | -0.20 | 136.57 |
| Standard Deviation(%) | NA | 31.78 | 42.76 | 56.40 | 68.09 | NA | NA | … | … | 28.53 | 39.40 | 49.33 | 62.31 | 78.30 | 58.96 | 129.80 | 70.29 | 61.70 | 32.19 | 56.52 | 39.90 | 42.01 | 64.75 | 58.08 | 66.16 | 65.82 | 79.28 | 69.94 | 54.92 | 89.81 | 71.87 | 147.51 | 129.50 |
| Draw Down(%) | NA | 20.32 | 44.96 | 68.16 | 80.21 | NA | NA | … | … | 14.11 | 32.89 | 19.21 | 67.22 | 28.24 | 65.32 | 52.47 | 58.37 | 61.32 | 25.76 | 39.89 | 48.83 | 36.39 | 39.30 | 51.55 | 77.69 | 49.64 | 36.78 | 73.55 | 50.44 | 54.34 | 65.00 | 81.94 | 25.33 |
| Yield(%) | 0.00 | 0.00 | 5.53 | 3.34 | 1.98 | 0.93 | 0.68 | … | … | 0.00 | 0.00 | 25.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAS (China Automotive Systems, Inc.) |
-41.17%
Feb 2006 – Feb 2009 |
-27.26%
Dec 2003 – Dec 2008 |
-22.63%
Mar 2010 – Mar 2020 |
-11.90%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAS (China Automotive Systems, Inc.) |
52.57%
Feb 2020 – Feb 2023 |
28.78%
Oct 2005 – Oct 2010 |
8.18%
Jul 2004 – Jul 2014 |
2.97%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart