Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHDGF (COSCO SHIPPING International (Hong Kong) Co. Ltd) | 0.00% | 31.70% | 40.28% | 33.37% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHDGF (COSCO SHIPPING International (Hong Kong) Co. Ltd) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.36 | 31.70 | 40.28 | 33.37 | NA | NA | NA | … | … | 0.00 | 51.95 | 51.39 | 36.00 | 3.08 | 36.87 |
| Sharpe Ratio | NA | 1.24 | 1.09 | 0.58 | NA | NA | NA | … | … | 1.19 | 1.14 | 1.26 | 0.56 | 0.03 | 0.69 |
| Standard Deviation(%) | NA | 34.98 | 41.93 | 54.92 | NA | NA | NA | … | … | 26.66 | 43.57 | 35.65 | 57.05 | 67.12 | 55.16 |
| Draw Down(%) | NA | 11.66 | 16.28 | 23.84 | NA | NA | NA | … | … | 9.28 | 11.66 | 7.04 | 19.44 | 23.39 | 16.67 |
| Yield(%) | 0.00 | 6.74 | 8.08 | 13.08 | 6.84 | 4.56 | 3.42 | … | … | 0.00 | 7.78 | 0.00 | 13.33 | 6.37 | 36.92 |
Data as of 06/03/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHDGF (COSCO SHIPPING International (Hong Kong) Co. Ltd) |
26.48%
Mar 2021 – Mar 2024 |
35.75%
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 |
|---|---|---|---|---|
| CHDGF (COSCO SHIPPING International (Hong Kong) Co. Ltd) |
57.28%
Feb 2023 – Feb 2026 |
38.90%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart