Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CESTY (Chinese Estates Holdings Ltd ADR) | -8.57% | -7.90% | -4.80% | -18.51% | -18.34% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CESTY (Chinese Estates Holdings Ltd ADR) | 04/11/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.90 | -4.80 | -18.51 | -18.34 | NA | NA | … | … | -8.57 | 3.01 | -8.38 | 0.00 | -59.10 | 2.19 | -38.46 | -49.81 | -12.68 | 47.49 | -32.30 | 57.90 | 5.79 |
| Sharpe Ratio | NA | -1.17 | -0.31 | -0.41 | -0.39 | NA | NA | … | … | -1.58 | 0.07 | -0.27 | 0.00 | -0.68 | 0.04 | -0.70 | -0.99 | -1.09 | 0.85 | -0.50 | 1.39 | 0.45 |
| Standard Deviation(%) | NA | 9.01 | 25.91 | 51.74 | 50.71 | NA | NA | … | … | 14.09 | 2.37 | 43.88 | NA | 89.58 | 57.85 | 55.44 | 51.74 | 12.94 | 55.26 | 65.64 | 41.71 | 18.01 |
| Draw Down(%) | NA | 8.57 | 35.60 | 73.66 | 93.62 | NA | NA | … | … | 8.57 | 0.00 | 35.60 | 0.00 | 59.10 | 34.13 | 44.49 | 53.03 | 13.48 | 23.00 | 40.44 | 28.56 | 9.83 |
| Yield(%) | 0.00 | 0.73 | 0.89 | 0.22 | 5.62 | 5.63 | 4.22 | … | … | 0.00 | 2.91 | 0.00 | 0.00 | 0.00 | 0.28 | 0.34 | 0.96 | 0.80 | 37.16 | 20.61 | 27.92 | 1.40 |
Data as of 06/04/2026, Common starting date is 04/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CESTY (Chinese Estates Holdings Ltd ADR) |
-41.26%
Aug 2019 – Aug 2022 |
-35.38%
Aug 2017 – Aug 2022 |
-20.80%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CESTY (Chinese Estates Holdings Ltd ADR) |
16.91%
Aug 2014 – Aug 2017 |
-1.75%
May 2014 – May 2019 |
-16.22%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart