Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CSGEF (China Suntien Green Energy Corporation Limited) -11.54% 14.83% 8.79% 28.54% NA NA NA
Data as of 06/04/2026, Common starting date is 04/17/2020
More Performance Analytics Comparison
Name Start Date End Date
CSGEF (China Suntien Green Energy Corporation Limited) 04/17/2020 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 2020
Annualized Return (%) -11.54 14.83 8.79 28.54 NA NA NA -11.54 29.81 11.37 29.33 112.12 12.49 223.27
Sharpe Ratio NA 0.82 0.34 0.70 NA NA NA -3.65 0.82 0.20 1.32 1.48 1.06 3.30
Standard Deviation(%) NA 33.04 29.42 41.62 NA NA NA 0.69 33.10 38.76 19.57 75.44 11.77 127.76
Draw Down(%) NA 17.32 26.68 29.38 NA NA NA 0.31 17.32 26.68 0.66 25.53 0.00 0.00
Yield(%) 0.00 6.81 4.67 11.72 14.51 9.67 7.25 0.00 6.81 7.20 7.86 13.16 11.11 75.37
Data as of 06/04/2026, Common starting date is 04/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSGEF (China Suntien Green Energy Corporation Limited) 4.81%
Aug 2022 – Aug 2025
31.73%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSGEF (China Suntien Green Energy Corporation Limited) 115.28%
Jun 2020 – Jun 2023
71.25%
Sep 2020 – Sep 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return