Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEVIF (China Everbright Limited) | 1.54% | 58.04% | 24.08% | 5.44% | 3.30% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEVIF (China Everbright Limited) | 02/08/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 58.04 | 24.08 | 5.44 | 3.30 | NA | NA | … | … | 1.54 | 82.68 | 26.65 | -19.71 | -27.30 | -9.81 | -21.50 | 4.20 | -14.90 | 69.15 | -24.03 | 6.36 | 50.82 | 4.61 | 18.04 |
| Sharpe Ratio | NA | 1.29 | 0.31 | 0.07 | 0.06 | NA | NA | … | … | 0.09 | 0.96 | 0.31 | -0.58 | -0.79 | -0.26 | -0.58 | 0.07 | -0.54 | 1.96 | -0.67 | 0.09 | 1.01 | 0.14 | 0.56 |
| Standard Deviation(%) | NA | 79.97 | 69.99 | 53.78 | 43.51 | NA | NA | … | … | 1.14 | 84.70 | 74.62 | 40.30 | 36.42 | 38.00 | 37.25 | 37.43 | 30.02 | 35.07 | 36.16 | 73.98 | 50.32 | 33.03 | 36.58 |
| Draw Down(%) | NA | 19.83 | 35.55 | 57.90 | 73.59 | NA | NA | … | … | 0.00 | 20.00 | 26.36 | 27.02 | 39.02 | 26.49 | 25.14 | 44.09 | 33.65 | 11.16 | 27.05 | 51.50 | 24.84 | 24.33 | 29.52 |
| Yield(%) | 0.00 | 2.38 | 3.54 | 4.06 | 5.85 | 6.53 | 4.89 | … | … | 1.01 | 1.82 | 2.35 | 7.89 | 8.62 | 3.76 | 2.86 | 4.49 | 4.98 | 33.33 | 4.29 | 2.94 | 3.11 | 9.30 | 9.20 |
Data as of 06/03/2026, Common starting date is 02/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEVIF (China Everbright Limited) |
-26.10%
Apr 2021 – Apr 2024 |
-18.13%
Oct 2017 – Oct 2022 |
-3.90%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEVIF (China Everbright Limited) |
54.43%
Jun 2012 – Jun 2015 |
25.76%
Sep 2012 – Sep 2017 |
6.95%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart