Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHOLF (China Oilfield Services Limited) | 19.39% | 58.56% | 5.15% | 7.04% | 6.69% | 1.60% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHOLF (China Oilfield Services Limited) | 01/06/2010 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.36 | 58.56 | 5.15 | 7.04 | 6.69 | 1.60 | NA | … | … | 19.39 | 20.66 | -22.95 | -9.60 | 48.51 | 6.67 | -30.73 | 62.24 | 1.03 | 3.46 | 5.91 | -46.94 | -45.19 | 82.07 | 46.03 | -14.67 | 77.30 |
| Sharpe Ratio | NA | 1.00 | -0.09 | 0.01 | 0.06 | NA | NA | … | … | 0.06 | 0.61 | -0.48 | -0.62 | 1.07 | 0.06 | -0.37 | 1.71 | -0.01 | 0.12 | 0.10 | -0.81 | -0.76 | 1.68 | 0.82 | -0.23 | 1.36 |
| Standard Deviation(%) | NA | 32.77 | 39.18 | 40.39 | 54.93 | NA | NA | … | … | 43.30 | 29.47 | 61.37 | 22.37 | 44.27 | 106.93 | 83.79 | 35.66 | 26.55 | 23.52 | 54.37 | 57.95 | 59.60 | 48.81 | 56.94 | 63.56 | 57.65 |
| Draw Down(%) | NA | 18.70 | 33.09 | 41.04 | 56.41 | NA | NA | … | … | 18.70 | 14.69 | 25.95 | 24.91 | 21.95 | 51.06 | 56.41 | 12.09 | 23.15 | 22.16 | 27.06 | 63.87 | 51.14 | 17.45 | 29.35 | 47.66 | 37.50 |
| Yield(%) | 0.00 | 4.17 | 1.62 | 2.65 | 3.87 | 4.19 | 5.08 | … | … | 0.00 | 3.56 | 0.00 | 1.61 | 2.35 | 6.16 | 11.95 | 1.10 | 1.10 | 1.12 | 1.18 | 4.76 | 2.27 | 14.29 | 12.99 | 9.65 | 10.45 |
Data as of 06/03/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHOLF (China Oilfield Services Limited) |
-32.47%
Dec 2013 – Dec 2016 |
-20.28%
Dec 2013 – Dec 2018 |
-7.24%
Oct 2014 – Oct 2024 |
0.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHOLF (China Oilfield Services Limited) |
47.64%
Aug 2010 – Aug 2013 |
19.55%
Apr 2010 – Apr 2015 |
8.30%
Feb 2010 – Feb 2020 |
4.53%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart