Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CICOY (COSCO SHIPPING Holdings Co Ltd ADR) | 12.94% | 22.69% | 42.55% | 22.91% | 33.38% | 13.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CICOY (COSCO SHIPPING Holdings Co Ltd ADR) | 02/09/2010 | 06/04/2026 |
| 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 (%) | 8.43 | 22.69 | 42.55 | 22.91 | 33.38 | 13.46 | NA | … | … | 12.94 | 25.80 | 71.14 | 28.27 | -26.59 | 110.21 | 198.36 | 3.08 | -23.83 | 45.45 | -18.89 | -12.50 | 6.44 | 3.56 | -19.06 | -47.53 | -10.91 |
| Sharpe Ratio | NA | 0.34 | 0.65 | 0.37 | 0.59 | NA | NA | … | … | 0.35 | 0.63 | 1.60 | 0.58 | -0.47 | 1.34 | 2.51 | 0.05 | -0.59 | 1.09 | -0.60 | -0.21 | 0.29 | 0.08 | -0.41 | -0.74 | -0.44 |
| Standard Deviation(%) | NA | 30.94 | 38.78 | 48.98 | 52.11 | NA | NA | … | … | 30.62 | 36.25 | 42.30 | 42.67 | 59.68 | 82.21 | 78.47 | 35.29 | 42.74 | 41.40 | 31.94 | 58.98 | 21.82 | 45.77 | 46.94 | 64.34 | 27.94 |
| Draw Down(%) | NA | 19.15 | 36.06 | 53.91 | 63.81 | NA | NA | … | … | 14.06 | 22.09 | 36.06 | 23.72 | 46.80 | 49.72 | 46.57 | 31.80 | 44.55 | 33.14 | 25.35 | 50.93 | 19.23 | 32.35 | 47.98 | 69.05 | 29.73 |
| Yield(%) | 3.50 | 8.35 | 16.93 | 10.40 | 33.01 | 8.17 | 4.48 | … | … | 3.61 | 13.71 | 10.33 | 26.67 | 19.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.30 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICOY (COSCO SHIPPING Holdings Co Ltd ADR) |
-31.35%
Apr 2010 – Apr 2013 |
-20.50%
May 2015 – May 2020 |
-14.77%
Mar 2010 – Mar 2020 |
7.37%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CICOY (COSCO SHIPPING Holdings Co Ltd ADR) |
97.21%
May 2020 – May 2023 |
76.72%
May 2020 – May 2025 |
33.51%
May 2016 – May 2026 |
13.48%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart