Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CHDGF (COSCO SHIPPING International (Hong Kong) Co. Ltd) | 16.11% | 40.62% | 38.70% | NA | NA | NA | NA | 35.52% |
Data as of 05/09/2025, AR inception is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHDGF (COSCO SHIPPING International (Hong Kong) Co. Ltd) | 01/11/2021 | 05/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.25 | 40.62 | 38.70 | NA | NA | NA | NA | 35.52 | 16.11 | 51.39 | 36.00 | 3.08 | 36.87 |
| Sharpe Ratio | NA | 0.65 | 0.56 | NA | NA | NA | NA | 0.52 | 1.21 | 1.26 | 0.56 | 0.03 | 0.69 |
| Standard Deviation(%) | NA | 52.62 | 61.02 | NA | NA | NA | NA | 57.19 | 40.40 | 35.65 | 57.05 | 67.12 | 55.16 |
| Draw Down(%) | NA | 7.04 | 21.88 | NA | NA | NA | NA | 23.84 | 1.14 | 7.04 | 19.44 | 23.39 | 16.67 |
| Yield(%) | 0.00 | 0.00 | 6.90 | 11.08 | 5.54 | 3.69 | 2.77 | 13.85 | 0.00 | 0.00 | 13.33 | 6.37 | 36.92 |
Data as of 05/09/2025, AR inception 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 |
0.00%
NA |
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) |
42.98%
Sep 2021 - Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart