Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDGXY (China Dongxiang Group Co Ltd ADR) | NA | 26.06% | 12.79% | NA | NA | NA | NA | … | … |
Data as of 09/16/2025, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDGXY (China Dongxiang Group Co Ltd ADR) | 01/11/2021 | 09/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.06 | 12.79 | NA | NA | NA | NA | … | … | 27.28 | 67.36 | -7.71 | -66.91 | 6.91 |
| Sharpe Ratio | NA | 0.58 | 0.11 | NA | NA | NA | NA | … | … | 0.38 | 0.83 | -0.15 | -0.64 | 0.09 |
| Standard Deviation(%) | NA | 106.87 | 83.99 | NA | NA | NA | NA | … | … | 96.53 | 79.64 | 75.11 | 106.96 | 74.70 |
| Draw Down(%) | NA | 19.79 | 44.35 | NA | NA | NA | NA | … | … | 19.79 | 29.75 | 44.35 | 69.22 | 45.94 |
| Yield(%) | 0.00 | 5.20 | 4.12 | 2.69 | 1.34 | 0.90 | 0.67 | … | … | 0.97 | 7.05 | 5.03 | 1.59 | 7.80 |
Data as of 09/16/2025, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDGXY (China Dongxiang Group Co Ltd ADR) |
-33.05%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDGXY (China Dongxiang Group Co Ltd ADR) |
3.51%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart