Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEVIY (China Everbright Ltd ADR) | NA | 18.84% | -15.93% | -17.03% | -14.32% | NA | NA | … | … |
Data as of 05/27/2025, Common starting date is 07/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEVIY (China Everbright Ltd ADR) | 07/03/2014 | 05/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.15 | 18.84 | -15.93 | -17.03 | -14.32 | NA | NA | … | … | 29.19 | -26.31 | -13.04 | -34.06 | -5.95 | -23.43 | 7.55 | -17.41 | 21.88 | -8.86 | -2.81 | 77.78 |
| Sharpe Ratio | NA | 0.25 | -0.28 | -0.31 | -0.31 | NA | NA | … | … | 0.89 | -0.64 | -0.34 | -0.42 | -0.18 | -0.41 | 0.20 | -0.61 | 1.77 | -0.38 | -0.04 | 5.97 |
| Standard Deviation(%) | NA | 63.22 | 69.34 | 60.85 | 50.42 | NA | NA | … | … | 97.93 | 46.44 | 49.78 | 84.29 | 33.20 | 57.28 | 31.09 | 30.78 | 12.05 | 24.09 | 65.55 | 36.65 |
| Draw Down(%) | NA | 24.66 | 60.13 | 71.83 | 84.15 | NA | NA | … | … | 24.66 | 30.19 | 27.10 | 54.57 | 22.70 | 29.51 | 23.08 | 27.13 | 0.35 | 16.41 | 48.31 | 4.36 |
| Yield(%) | 0.00 | 4.05 | 3.00 | 2.87 | 1.70 | 3.63 | 2.72 | … | … | 0.00 | 3.31 | 8.21 | 4.81 | 5.95 | 2.62 | 4.62 | 4.74 | 4.86 | 4.21 | 3.13 | 1.40 |
Data as of 05/27/2025, Common starting date is 07/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEVIY (China Everbright Ltd ADR) |
-24.96%
Dec 2021 – Dec 2024 |
-21.46%
Oct 2017 – Oct 2022 |
-11.59%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEVIY (China Everbright Ltd ADR) |
9.01%
Oct 2014 – Oct 2017 |
-0.50%
Aug 2014 – Aug 2019 |
-7.68%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart