Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIHKY (China Merchants Bank Co Ltd) | -8.57% | 1.48% | 15.57% | -3.19% | 16.31% | 10.78% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIHKY (China Merchants Bank Co Ltd) | 04/07/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.57 | 1.48 | 15.57 | -3.19 | 16.31 | 10.78 | NA | … | … | -8.57 | 37.09 | 56.98 | -34.17 | -25.39 | 25.79 | 27.66 | 46.18 | -4.38 | 76.12 | 2.79 | -1.91 | 22.12 | 4.19 | 15.03 | -24.42 |
| Sharpe Ratio | NA | -0.09 | 0.38 | -0.17 | 0.41 | NA | NA | … | … | -1.31 | 1.30 | 1.35 | -1.06 | -0.55 | 0.69 | 0.72 | 1.64 | -0.16 | 2.70 | 0.08 | -0.04 | 0.77 | 0.11 | 0.44 | -0.62 |
| Standard Deviation(%) | NA | 20.48 | 33.08 | 36.89 | 34.95 | NA | NA | … | … | 19.19 | 26.50 | 39.56 | 35.99 | 48.84 | 37.41 | 37.74 | 27.27 | 35.86 | 28.10 | 31.38 | 44.40 | 28.61 | 36.51 | 34.05 | 51.42 |
| Draw Down(%) | NA | 15.56 | 36.35 | 62.27 | 62.27 | NA | NA | … | … | 13.37 | 20.38 | 27.14 | 50.97 | 62.17 | 18.18 | 24.84 | 14.92 | 28.68 | 11.46 | 30.22 | 33.36 | 26.77 | 30.76 | 30.06 | 54.56 |
| Yield(%) | 0.00 | 6.20 | 6.47 | 2.96 | 9.71 | 6.60 | 4.55 | … | … | 1.69 | 5.65 | 8.01 | 4.29 | 2.95 | 3.23 | 3.15 | 3.82 | 3.16 | 4.54 | 4.61 | 4.36 | 4.81 | 7.73 | 3.12 | 1.62 |
Data as of 06/04/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIHKY (China Merchants Bank Co Ltd) |
-18.92%
Jan 2021 – Jan 2024 |
-3.90%
May 2021 – May 2026 |
9.11%
Dec 2013 – Dec 2023 |
10.36%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIHKY (China Merchants Bank Co Ltd) |
40.21%
Feb 2016 – Feb 2019 |
39.85%
May 2016 – May 2021 |
22.82%
Sep 2011 – Sep 2021 |
10.36%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart