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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CITAY (COSCO SHIPPING Development Co. Ltd) 39.88% 43.63% -2.26% 0.22% -7.34% NA NA -2.90%
Data as of 07/22/2025, AR inception is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
CITAY (COSCO SHIPPING Development Co. Ltd) 06/19/2012 07/22/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 43.63 -2.26 0.22 -7.34 NA NA -2.90 39.88 -3.81 11.71 32.69 9.14 -53.56 2.10 0.00 0.00 -44.36 45.84 9.85 -12.40 -15.36
Sharpe Ratio NA 1.33 0.42 -0.03 -0.21 NA NA -0.10 2.02 -0.86 0.68 0.36 1.03 -0.72 0.33 0.00 0.00 -0.83 0.77 0.43 -0.48 -0.92
Standard Deviation(%) NA 30.33 54.06 53.91 42.30 NA NA 41.58 41.12 12.16 11.07 87.23 8.84 74.77 2.08 NA NA 53.73 59.69 23.13 25.83 29.40
Draw Down(%) NA 3.59 38.24 54.82 78.58 NA NA 81.01 3.59 10.36 0.05 38.21 0.00 54.82 0.00 0.00 0.00 44.36 29.59 13.40 27.05 23.19
Yield(%) 0.00 2.58 8.04 5.97 1.44 1.41 1.06 1.62 0.00 6.19 10.48 32.76 8.38 2.79 2.10 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/22/2025, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CITAY (COSCO SHIPPING Development Co. Ltd) -26.28%
Apr 2015 - Apr 2018
-23.40%
Oct 2015 - Oct 2020
-11.48%
Apr 2015 - Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CITAY (COSCO SHIPPING Development Co. Ltd) 25.88%
Jun 2022 - Jun 2025
0.86%
Jul 2017 - Jul 2022
-3.65%
Jul 2012 - Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart