Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGASY (China Resources Gas Group Ltd ADR) | -15.71% | -31.03% | -11.48% | -13.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGASY (China Resources Gas Group Ltd ADR) | 12/29/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.00 | -31.03 | -11.48 | -13.14 | NA | NA | NA | … | … | -15.71 | 2.97 | 6.21 | -42.07 | 10.08 | -10.67 | -7.84 | 41.95 | 18.60 | 0.00 |
| Sharpe Ratio | NA | -0.97 | -0.52 | -0.57 | NA | NA | NA | … | … | -1.41 | 0.00 | 0.52 | -1.17 | 1.25 | -0.42 | -0.45 | 1.71 | 0.82 | NA |
| Standard Deviation(%) | NA | 35.74 | 30.31 | 28.67 | NA | NA | NA | … | … | 30.21 | 38.53 | 4.97 | 39.44 | 6.94 | 25.70 | 17.90 | 23.67 | 21.16 | 0.00 |
| Draw Down(%) | NA | 33.68 | 35.89 | 55.69 | NA | NA | NA | … | … | 18.95 | 27.65 | 0.00 | 42.47 | 0.00 | 21.60 | 16.38 | 5.95 | 11.39 | 0.00 |
| Yield(%) | 3.84 | 3.66 | 3.73 | 2.56 | 3.00 | 2.00 | 1.50 | … | … | 3.11 | 4.68 | 5.90 | 3.11 | 3.50 | 2.27 | 1.91 | 2.32 | 1.93 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/29/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGASY (China Resources Gas Group Ltd ADR) |
-19.25%
Aug 2021 – Aug 2024 |
-13.82%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGASY (China Resources Gas Group Ltd ADR) |
19.70%
May 2018 – May 2021 |
10.50%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart