Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCOZF (China Coal Energy Company Limited) | 4.62% | 17.44% | 20.84% | 20.34% | 16.27% | 1.48% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCOZF (China Coal Energy Company Limited) | 06/25/2008 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.44 | 20.84 | 20.34 | 16.27 | 1.48 | NA | … | … | 4.62 | 20.98 | 54.22 | 9.54 | 38.01 | 113.44 | -20.51 | -11.36 | 2.33 | -4.44 | 7.14 | -28.81 | 2.86 | -46.29 | -2.92 | -30.82 | -9.66 | 134.67 | -58.33 |
| Sharpe Ratio | NA | 0.32 | 0.31 | 0.32 | 0.31 | NA | NA | … | … | 0.14 | 0.28 | 1.19 | 0.21 | 0.61 | 1.82 | -0.39 | -0.56 | 0.04 | -0.19 | 0.10 | -0.61 | 0.08 | -1.11 | -0.06 | -0.47 | -0.21 | 1.63 | -0.58 |
| Standard Deviation(%) | NA | 55.77 | 56.31 | 56.03 | 47.15 | NA | NA | … | … | 66.41 | 64.07 | 61.58 | 25.49 | 59.85 | 62.32 | 53.05 | 22.72 | 22.69 | 26.59 | 66.31 | 47.20 | 34.40 | 41.90 | 50.12 | 65.26 | 45.65 | 82.47 | 142.16 |
| Draw Down(%) | NA | 24.86 | 28.03 | 38.82 | 65.08 | NA | NA | … | … | 24.86 | 17.96 | 26.77 | 11.39 | 28.43 | 38.82 | 43.59 | 20.00 | 24.53 | 20.37 | 30.95 | 48.53 | 21.43 | 55.96 | 41.11 | 52.91 | 44.98 | 48.51 | 79.57 |
| Yield(%) | 0.00 | 1.97 | 3.27 | 3.98 | 5.79 | 1.41 | 0.90 | … | … | 0.00 | 2.01 | 0.00 | 7.32 | 6.45 | 13.67 | 5.13 | 2.27 | 2.33 | 2.22 | 0.00 | 0.00 | 1.82 | 2.65 | 2.73 | 1.22 | 1.11 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOZF (China Coal Energy Company Limited) |
-33.95%
Feb 2013 – Feb 2016 |
-27.52%
Feb 2011 – Feb 2016 |
-18.60%
Oct 2010 – Oct 2020 |
-4.68%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOZF (China Coal Energy Company Limited) |
60.28%
Nov 2020 – Nov 2023 |
49.77%
Oct 2020 – Oct 2025 |
22.59%
Apr 2016 – Apr 2026 |
4.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart