Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSPKY (COSCO SHIPPING Ports Limited) | 42.67% | 34.91% | 7.97% | 12.21% | -0.72% | NA | NA | -0.41% |
Data as of 08/01/2025, AR inception is 07/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSPKY (COSCO SHIPPING Ports Limited) | 07/08/2014 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.88 | 34.91 | 7.97 | 12.21 | -0.72 | NA | NA | -0.41 | 42.67 | 6.70 | -24.47 | -0.26 | 25.82 | -14.00 | -2.61 | -16.52 | 21.04 | -24.95 | 2.95 | 1.30 |
| Sharpe Ratio | NA | 0.41 | 0.08 | 0.21 | -0.05 | NA | NA | -0.04 | 0.96 | 0.00 | -0.85 | -0.04 | 0.78 | -0.21 | -0.30 | -0.62 | 1.30 | -0.62 | 1.42 | 1.44 |
| Standard Deviation(%) | NA | 76.88 | 56.33 | 47.52 | 42.44 | NA | NA | 40.34 | 84.96 | 51.16 | 34.03 | 41.69 | 33.22 | 66.03 | 13.41 | 28.72 | 15.77 | 40.45 | 2.06 | 1.84 |
| Draw Down(%) | NA | 27.48 | 31.19 | 36.84 | 66.71 | NA | NA | 66.71 | 27.48 | 30.29 | 29.41 | 34.29 | 19.68 | 49.70 | 11.85 | 24.46 | 2.59 | 32.74 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.87 | 5.09 | 6.90 | 3.71 | 2.65 | 1.99 | 3.62 | 3.43 | 6.68 | 4.33 | 5.41 | 6.55 | 4.90 | 4.36 | 7.60 | 2.30 | 10.67 | 2.89 | 1.28 |
Data as of 08/01/2025, AR inception is 07/08/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPKY (COSCO SHIPPING Ports Limited) |
-19.73%
Mar 2017 - Mar 2020 |
-16.34%
Mar 2015 - Mar 2020 |
-5.01%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPKY (COSCO SHIPPING Ports Limited) |
22.50%
Mar 2020 - Mar 2023 |
13.43%
Mar 2020 - Mar 2025 |
-1.17%
Jul 2015 - Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart