Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSPKY (COSCO SHIPPING Ports Limited) | -10.69% | 19.76% | 2.79% | -0.05% | -3.10% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSPKY (COSCO SHIPPING Ports Limited) | 07/08/2014 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.41 | 19.76 | 2.79 | -0.05 | -3.10 | NA | NA | … | … | -10.69 | 39.70 | 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 | 0.96 | 0.01 | -0.05 | -0.11 | NA | NA | … | … | -1.24 | 0.66 | 0.06 | -0.83 | -0.04 | 0.78 | -0.22 | -0.30 | -0.63 | 1.30 | -0.62 | 1.42 | 1.44 |
| Standard Deviation(%) | NA | 37.89 | 45.17 | 42.77 | 41.31 | NA | NA | … | … | 16.74 | 56.22 | 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 | 16.91 | 30.29 | 35.63 | 66.71 | NA | NA | … | … | 7.92 | 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 | 6.04 | 5.12 | 4.44 | 2.87 | 2.80 | 2.10 | … | … | 1.87 | 7.02 | 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 06/04/2026, Common starting date 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 |
-0.58%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart