Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHCJY (China Citic Bank Corp Ltd ADR) | 6.58% | 35.93% | 36.84% | 24.17% | 13.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHCJY (China Citic Bank Corp Ltd ADR) | 05/10/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.17 | 35.93 | 36.84 | 24.17 | 13.70 | NA | NA | … | … | 6.58 | 56.00 | 59.71 | 14.65 | 10.51 | 10.53 | -17.05 | -0.60 | -4.97 | 10.57 | 2.91 | -0.90 | 36.16 | -9.49 |
| Sharpe Ratio | NA | 0.65 | 0.63 | 0.50 | 0.36 | NA | NA | … | … | 0.73 | 0.74 | 0.98 | 0.54 | 0.30 | 0.37 | -1.01 | -0.16 | -0.41 | 0.64 | 0.12 | -0.02 | 1.52 | -0.54 |
| Standard Deviation(%) | NA | 72.71 | 58.31 | 48.52 | 36.24 | NA | NA | … | … | 62.02 | 71.98 | 57.09 | 20.61 | 30.40 | 28.57 | 16.99 | 13.32 | 15.49 | 15.58 | 22.57 | 39.51 | 23.79 | 26.52 |
| Draw Down(%) | NA | 26.57 | 26.57 | 26.57 | 26.57 | NA | NA | … | … | 16.55 | 26.57 | 18.47 | 13.57 | 20.59 | 17.03 | 18.69 | 12.03 | 8.96 | 11.29 | 18.39 | 34.96 | 9.35 | 24.61 |
| Yield(%) | 0.00 | 10.49 | 15.56 | 12.16 | 8.22 | 6.26 | 4.70 | … | … | 3.11 | 8.26 | 25.27 | 10.43 | 10.35 | 9.14 | 6.02 | 5.62 | 6.11 | 4.86 | 4.94 | 0.00 | 7.82 | 4.07 |
Data as of 06/04/2026, Common starting date is 05/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHCJY (China Citic Bank Corp Ltd ADR) |
-9.44%
Apr 2015 – Apr 2018 |
-9.63%
Apr 2015 – Apr 2020 |
4.96%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHCJY (China Citic Bank Corp Ltd ADR) |
50.98%
Oct 2022 – Oct 2025 |
32.66%
Jan 2021 – Jan 2026 |
15.60%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart