Performance Comparison
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% | -0.33% | -7.34% | NA | NA | -2.90% |
Data as of 07/25/2025, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CITAY (COSCO SHIPPING Development Co. Ltd) | 06/19/2012 | 07/25/2025 |
| 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 | -0.33 | -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 | -0.18 | -0.03 | -0.21 | NA | NA | -0.10 | 1.96 | -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 | 31.53 | 53.91 | 42.30 | NA | NA | 41.55 | 40.38 | 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 07/25/2025, 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