Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSDXF (COSCO SHIPPING Energy Transportation Co. Ltd) | 3.30% | -25.24% | 21.37% | NA | NA | NA | NA | 19.75% |
Data as of 04/11/2025, AR inception is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSDXF (COSCO SHIPPING Energy Transportation Co. Ltd) | 01/11/2021 | 04/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.24 | 21.37 | NA | NA | NA | NA | 19.75 | 3.30 | -26.90 | 27.27 | 107.79 | 2.97 |
| Sharpe Ratio | NA | -0.33 | 0.30 | NA | NA | NA | NA | 0.31 | NA | -0.51 | 0.54 | 1.74 | 0.12 |
| Standard Deviation(%) | NA | 97.25 | 57.63 | NA | NA | NA | NA | 49.79 | 0.00 | 68.46 | 42.66 | 61.37 | 24.27 |
| Draw Down(%) | NA | 45.04 | 45.04 | NA | NA | NA | NA | 45.04 | 0.00 | 45.04 | 26.32 | 26.61 | 13.51 |
| Yield(%) | 0.00 | 0.00 | 1.55 | 2.55 | 1.27 | 0.85 | 0.64 | 3.18 | 0.00 | 0.00 | 2.50 | 0.00 | 7.73 |
Data as of 04/11/2025, AR inception 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) |
22.29%
Dec 2021 - Dec 2024 |
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) |
50.15%
Jul 2021 - Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart