Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CINSF (China Taiping Insurance Holdings Company Limited) | NA | 70.45% | 40.74% | 12.04% | 9.36% | NA | NA | … | … |
Data as of 01/06/2025, Common starting date is 04/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CINSF (China Taiping Insurance Holdings Company Limited) | 04/02/2013 | 01/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 70.45 | 40.74 | 12.04 | 9.36 | NA | NA | … | … | -1.06 | 0.00 | 60.00 | -1.98 | -6.34 | -32.37 | -13.71 | 9.33 | 53.90 | -33.96 | 44.55 | 16.11 | 21.95 |
| Sharpe Ratio | NA | 0.84 | 0.63 | 0.20 | 0.20 | NA | NA | … | … | NA | 0.00 | 1.36 | -0.05 | -0.17 | -1.09 | -1.20 | 0.41 | 2.27 | -0.82 | 1.90 | 1.47 | 1.32 |
| Standard Deviation(%) | NA | 76.34 | 58.13 | 48.80 | 38.48 | NA | NA | … | … | 0.00 | NA | 41.48 | 61.48 | 36.94 | 29.93 | 12.57 | 19.35 | 23.59 | 41.49 | 23.37 | 10.94 | 22.85 |
| Draw Down(%) | NA | 1.06 | 32.50 | 47.06 | 56.57 | NA | NA | … | … | 1.06 | 0.00 | 6.38 | 32.50 | 31.28 | 33.82 | 13.71 | 9.85 | 0.00 | 33.96 | 0.63 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 18.74 | 8.76 | 6.84 | 6.46 | 4.84 | … | … | 0.00 | 0.00 | 36.20 | 34.33 | 22.22 | 1.42 | 3.44 | 3.23 | 4.76 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/06/2025, Common starting date is 04/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINSF (China Taiping Insurance Holdings Company Limited) |
-19.57%
Mar 2019 – Mar 2022 |
-10.73%
Jun 2018 – Jun 2023 |
2.00%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINSF (China Taiping Insurance Holdings Company Limited) |
24.63%
Nov 2021 – Nov 2024 |
19.06%
Oct 2013 – Oct 2018 |
10.07%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart