Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHYFF (Cathay Financial Holding Co. Ltd) | NA | 2.04% | 5.75% | 7.91% | NA | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 03/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHYFF (Cathay Financial Holding Co. Ltd) | 03/26/2015 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.04 | 5.75 | 7.91 | NA | NA | NA | … | … | 2.04 | 8.77 | 6.55 | 4.87 | 17.98 | 6.93 | 5.57 | 0.00 | 5.40 |
| Sharpe Ratio | NA | -0.71 | 0.73 | 0.76 | NA | NA | NA | … | … | -0.19 | 0.88 | 1.03 | 0.97 | 1.05 | 0.84 | 0.91 | 0.00 | 1.17 |
| Standard Deviation(%) | NA | 2.02 | 6.20 | 8.79 | NA | NA | NA | … | … | 2.82 | 8.43 | 6.35 | 4.75 | 15.75 | 6.71 | 5.44 | NA | 5.99 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.00 | 5.41 | 5.04 | 4.21 | 2.81 | 2.11 | … | … | 2.00 | 8.07 | 6.15 | 4.65 | 0.80 | 6.48 | 5.28 | 0.00 | 5.12 |
Data as of 07/10/2023, Common starting date is 03/26/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHYFF (Cathay Financial Holding Co. Ltd) |
3.62%
Apr 2015 – Apr 2018 |
6.91%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHYFF (Cathay Financial Holding Co. Ltd) |
12.47%
Jun 2019 – Jun 2022 |
10.12%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart