Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBLUY (China BlueChemical Ltd ADR) | 0.00% | 8.12% | 11.90% | 24.20% | 5.65% | NA | NA | … | … |
Data as of 04/08/2026, Common starting date is 06/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBLUY (China BlueChemical Ltd ADR) | 06/23/2015 | 04/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.12 | 11.90 | 24.20 | 5.65 | NA | NA | … | … | 0.00 | 8.12 | 14.92 | 12.76 | 92.15 | 9.78 | -48.92 | -9.67 | 15.74 | 52.00 | -27.77 | -21.61 |
| Sharpe Ratio | NA | 0.69 | 0.74 | 0.88 | 0.12 | NA | NA | … | … | 0.00 | 0.68 | 0.81 | 0.76 | 1.80 | 1.05 | -0.69 | -0.61 | 0.75 | 1.73 | -0.70 | -0.77 |
| Standard Deviation(%) | NA | 7.84 | 11.54 | 24.68 | 33.67 | NA | NA | … | … | 0.00 | 7.89 | 13.90 | 12.05 | 50.59 | 9.33 | 71.00 | 18.18 | 19.35 | 29.80 | 40.15 | 48.29 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 56.85 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 50.85 | 15.53 | 6.09 | 6.57 | 33.45 | 28.63 |
| Yield(%) | 0.00 | 7.48 | 10.59 | 15.28 | 5.77 | 3.02 | 2.26 | … | … | 0.00 | 7.48 | 12.98 | 11.31 | 16.57 | 8.91 | 3.77 | 6.48 | 3.41 | 3.56 | 4.17 | 0.00 |
Data as of 04/08/2026, Common starting date is 06/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLUY (China BlueChemical Ltd ADR) |
-23.60%
Jan 2018 – Jan 2021 |
-10.89%
May 2016 – May 2021 |
3.11%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLUY (China BlueChemical Ltd ADR) |
35.53%
Jun 2021 – Jun 2024 |
24.20%
Sep 2020 – Sep 2025 |
6.65%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart