Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CKISY (CK Infrastructure Holdings Ltd ADR) | NA | -8.50% | 10.03% | 10.51% | NA | NA | NA | … | … |
Data as of 09/16/2025, Common starting date is 06/29/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CKISY (CK Infrastructure Holdings Ltd ADR) | 06/29/2017 | 09/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | -8.50 | 10.03 | 10.51 | NA | NA | NA | … | … | 2.02 | 23.13 | 19.93 | -18.72 | 24.82 | -19.24 | -2.50 | -10.25 | 4.36 |
| Sharpe Ratio | NA | -0.25 | 0.13 | 0.18 | NA | NA | NA | … | … | 0.00 | 0.37 | 0.29 | -0.59 | 0.61 | -0.38 | -0.21 | -0.53 | 0.56 |
| Standard Deviation(%) | NA | 46.10 | 51.40 | 46.92 | NA | NA | NA | … | … | 43.13 | 52.69 | 57.29 | 34.41 | 40.53 | 51.73 | 18.76 | 21.84 | 14.36 |
| Draw Down(%) | NA | 19.71 | 19.71 | 34.22 | NA | NA | NA | … | … | 17.20 | 13.77 | 17.44 | 34.22 | 13.37 | 36.17 | 20.16 | 17.52 | 9.17 |
| Yield(%) | 1.43 | 1.29 | 4.47 | 5.57 | 2.85 | 1.90 | 1.43 | … | … | 1.44 | 5.91 | 6.60 | 5.07 | 6.10 | 4.51 | 4.12 | 3.49 | 1.02 |
Data as of 09/16/2025, Common starting date is 06/29/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CKISY (CK Infrastructure Holdings Ltd ADR) |
-15.11%
Nov 2017 – Nov 2020 |
-7.28%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CKISY (CK Infrastructure Holdings Ltd ADR) |
15.11%
Sep 2021 – Sep 2024 |
10.44%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart