Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARCY (China Resources Cement Holdings Ltd ADR) | 5.42% | 1.77% | -21.73% | -26.23% | -1.72% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARCY (China Resources Cement Holdings Ltd ADR) | 04/05/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.77 | -21.73 | -26.23 | -1.72 | NA | NA | … | … | 5.42 | -0.82 | -6.68 | -54.75 | -31.18 | -25.39 | -11.56 | 22.79 | 100.79 | 40.46 | 40.99 | -50.44 | -7.20 | 31.62 |
| Sharpe Ratio | NA | -0.04 | -0.53 | -0.63 | -0.08 | NA | NA | … | … | 1.28 | -0.11 | -0.16 | -1.25 | -0.74 | -0.86 | -0.29 | 0.69 | 1.70 | 1.91 | 1.06 | -1.21 | -0.32 | 1.79 |
| Standard Deviation(%) | NA | 23.06 | 47.19 | 44.93 | 41.51 | NA | NA | … | … | 8.84 | 32.85 | 65.15 | 46.92 | 44.27 | 29.66 | 40.07 | 30.77 | 58.93 | 20.93 | 38.34 | 41.59 | 22.85 | 25.07 |
| Draw Down(%) | NA | 22.09 | 70.23 | 87.04 | 90.02 | NA | NA | … | … | 0.33 | 22.09 | 39.40 | 64.76 | 50.98 | 35.40 | 29.36 | 23.08 | 11.13 | 0.00 | 23.62 | 53.30 | 18.02 | 6.86 |
| Yield(%) | 0.00 | 1.52 | 0.88 | 1.76 | 10.06 | 4.94 | 3.71 | … | … | 0.00 | 1.56 | 1.60 | 1.32 | 6.81 | 6.94 | 6.09 | 6.01 | 9.30 | 5.56 | 1.48 | 2.95 | 2.49 | 0.84 |
Data as of 06/03/2026, Common starting date is 04/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARCY (China Resources Cement Holdings Ltd ADR) |
-45.62%
Mar 2021 – Mar 2024 |
-29.23%
Mar 2019 – Mar 2024 |
-10.93%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARCY (China Resources Cement Holdings Ltd ADR) |
72.29%
Feb 2016 – Feb 2019 |
44.33%
Feb 2016 – Feb 2021 |
2.32%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart