Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CICOF (COSCO SHIPPING Holdings Co. Ltd) | 21.98% | 19.84% | 43.24% | 26.31% | 33.59% | 14.03% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CICOF (COSCO SHIPPING Holdings Co. Ltd) | 06/25/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.14 | 19.84 | 43.24 | 26.31 | 33.59 | 14.03 | NA | … | … | 21.98 | 28.79 | 67.08 | 37.31 | -23.38 | 108.00 | 200.00 | 11.11 | -29.41 | 50.00 | -32.00 | 2.04 | 4.26 | 2.17 | 0.00 | -57.77 | -11.67 | 84.03 | -70.87 |
| Sharpe Ratio | NA | 0.47 | 0.50 | 0.32 | 0.49 | NA | NA | … | … | 1.16 | 0.38 | 0.77 | 0.58 | -0.39 | 1.30 | 1.93 | 0.30 | -0.83 | 0.98 | -0.73 | 0.03 | 0.15 | 0.05 | 0.00 | -1.03 | -0.31 | 0.81 | -0.58 |
| Standard Deviation(%) | NA | 43.94 | 69.70 | 67.11 | 65.23 | NA | NA | … | … | 34.67 | 69.28 | 82.16 | 58.59 | 63.91 | 83.16 | 102.73 | 32.42 | 37.42 | 50.69 | 44.30 | 60.04 | 28.57 | 39.13 | 57.04 | 56.27 | 37.47 | 103.83 | 156.89 |
| Draw Down(%) | NA | 17.95 | 39.89 | 46.26 | 65.22 | NA | NA | … | … | 15.00 | 30.91 | 39.89 | 27.69 | 46.26 | 41.55 | 45.45 | 29.79 | 40.00 | 30.43 | 34.00 | 38.27 | 21.28 | 31.58 | 38.71 | 66.41 | 35.37 | 44.44 | 88.52 |
| Yield(%) | 6.77 | 19.27 | 16.95 | 10.77 | 30.32 | 8.32 | 2.39 | … | … | 7.57 | 13.54 | 3.18 | 26.29 | 19.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.93 | 0.00 | 4.48 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICOF (COSCO SHIPPING Holdings Co. Ltd) |
-34.42%
Aug 2008 – Aug 2011 |
-28.86%
Jul 2008 – Jul 2013 |
-15.65%
Jul 2008 – Jul 2018 |
1.01%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICOF (COSCO SHIPPING Holdings Co. Ltd) |
107.86%
May 2020 – May 2023 |
82.58%
May 2020 – May 2025 |
34.59%
May 2016 – May 2026 |
13.81%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart