Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSDXF (COSCO SHIPPING Energy Transportation Co. Ltd) | 60.55% | 116.00% | 25.57% | 34.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSDXF (COSCO SHIPPING Energy Transportation Co. Ltd) | 01/11/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.60 | 116.00 | 25.57 | 34.69 | NA | NA | NA | … | … | 60.55 | 49.11 | -26.90 | 27.27 | 107.79 | 2.97 |
| Sharpe Ratio | NA | 1.48 | 0.34 | 0.51 | NA | NA | NA | … | … | 2.55 | 0.66 | -0.51 | 0.54 | 1.74 | 0.12 |
| Standard Deviation(%) | NA | 122.95 | 90.83 | 73.55 | NA | NA | NA | … | … | 166.24 | 67.90 | 68.46 | 42.66 | 61.37 | 24.27 |
| Draw Down(%) | NA | 31.48 | 45.04 | 45.04 | NA | NA | NA | … | … | 31.48 | 18.66 | 45.04 | 26.32 | 26.61 | 13.51 |
| Yield(%) | 0.00 | 0.00 | 0.74 | 2.37 | 1.27 | 0.85 | 0.64 | … | … | 0.00 | 0.00 | 0.00 | 2.50 | 0.00 | 7.73 |
Data as of 06/04/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDXF (COSCO SHIPPING Energy Transportation Co. Ltd) |
19.52%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDXF (COSCO SHIPPING Energy Transportation Co. Ltd) |
54.19%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart