Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMHHF (China Merchants Port Holdings Company Limited) | -8.10% | 6.92% | 13.90% | 12.26% | 18.23% | 9.75% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/24/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMHHF (China Merchants Port Holdings Company Limited) | 07/24/2007 | 06/10/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.14 | 6.92 | 13.90 | 12.26 | 18.23 | 9.75 | NA | … | … | -8.10 | 30.38 | 39.14 | -2.90 | -14.82 | 168.69 | 51.29 | 23.56 | -30.14 | 18.78 | -21.48 | -2.68 | -4.41 | 12.64 | 13.30 | -5.77 | 47.80 | 61.65 | -59.43 | 19.49 |
| Sharpe Ratio | NA | 0.12 | 0.27 | 0.43 | 0.35 | NA | NA | … | … | 0.07 | 0.38 | 0.57 | -0.21 | -0.37 | 3.31 | 0.68 | 0.69 | -1.36 | 0.56 | -0.61 | -0.08 | -0.23 | 0.48 | 0.95 | -0.16 | 1.15 | 0.46 | -0.69 | 0.83 |
| Standard Deviation(%) | NA | 76.75 | 64.83 | 56.42 | 50.15 | NA | NA | … | … | 79.22 | 73.92 | 62.14 | 31.78 | 44.42 | 50.91 | 74.92 | 32.23 | 23.24 | 32.63 | 35.64 | 33.98 | 19.28 | 26.23 | 14.11 | 36.52 | 41.36 | 132.78 | 87.17 | 56.54 |
| Draw Down(%) | NA | 28.07 | 36.10 | 36.44 | 46.34 | NA | NA | … | … | 24.42 | 36.10 | 15.79 | 21.92 | 36.44 | 12.12 | 32.40 | 20.70 | 35.69 | 19.61 | 22.78 | 31.28 | 16.25 | 12.68 | 9.70 | 32.35 | 22.46 | 61.70 | 70.70 | 19.72 |
| Yield(%) | 2.93 | 5.43 | 7.50 | 9.09 | 10.66 | 5.44 | 5.42 | … | … | 3.14 | 6.98 | 9.75 | 7.80 | 6.72 | 57.27 | 46.15 | 18.13 | 3.53 | 11.81 | 3.05 | 2.70 | 2.55 | 2.19 | 3.09 | 21.15 | 18.45 | 12.32 | 10.74 | 3.10 |
Data as of 06/10/2026, Common starting date is 07/24/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMHHF (China Merchants Port Holdings Company Limited) |
-15.86%
Jul 2009 – Jul 2012 |
-10.58%
Aug 2014 – Aug 2019 |
-7.56%
Jul 2009 – Jul 2019 |
5.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMHHF (China Merchants Port Holdings Company Limited) |
74.72%
Jan 2019 – Jan 2022 |
42.01%
Aug 2020 – Aug 2025 |
19.33%
May 2016 – May 2026 |
16.90%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart