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
CSYJY (CSE Global Ltd ADR) NA 9.65% 6.50% 4.78% 6.35% NA NA
Data as of 09/16/2025, Common starting date is 04/08/2011
More Performance Analytics Comparison
Name Start Date End Date
CSYJY (CSE Global Ltd ADR) 04/08/2011 09/16/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 9.65 6.50 4.78 6.35 NA NA 6.90 9.29 50.24 -34.07 14.02 12.85 22.70 21.71 -13.84 4.42 -25.06 9.60 5.60 25.44 -47.86
Sharpe Ratio NA 0.81 0.11 0.07 0.10 NA NA 0.99 0.39 1.66 -0.95 0.21 0.10 0.92 1.11 -0.62 0.27 -0.78 0.21 0.17 0.39 -0.53
Standard Deviation(%) NA 8.09 28.66 39.84 49.33 NA NA 6.70 15.29 28.31 37.58 66.86 121.16 22.97 18.34 23.66 15.46 31.99 44.96 32.78 66.52 111.32
Draw Down(%) NA 2.74 31.18 39.96 46.83 NA NA 1.40 8.10 6.68 34.07 18.84 46.83 12.65 11.08 32.29 9.58 30.13 23.42 25.18 28.89 53.49
Yield(%) 0.00 5.45 5.73 5.40 6.05 3.71 2.78 5.39 6.24 8.65 5.31 5.73 9.20 6.90 7.87 6.37 6.25 4.46 42.86 5.37 4.48 3.08
Data as of 09/16/2025, Common starting date is 04/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSYJY (CSE Global Ltd ADR) -16.43%
Aug 2014 – Aug 2017
-11.32%
Jun 2011 – Jun 2016
-0.98%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSYJY (CSE Global Ltd ADR) 19.22%
Aug 2017 – Aug 2020
12.98%
Sep 2017 – Sep 2022
6.52%
Dec 2011 – Dec 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return