Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTIHY (China Taiping Insurance Holdings Co Ltd ADR) | 165.13% | 177.00% | 33.46% | 8.61% | 4.43% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTIHY (China Taiping Insurance Holdings Co Ltd ADR) | 04/20/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 177.00 | 33.46 | 8.61 | 4.43 | NA | NA | … | … | 165.13 | 4.48 | -3.16 | -0.96 | -44.48 | 38.14 | -25.73 | 0.58 | 0.58 | 0.58 | -26.57 | -29.33 |
| Sharpe Ratio | NA | 1.56 | 0.43 | 0.08 | 0.05 | NA | NA | … | … | 5.60 | 0.36 | -0.15 | -0.19 | -0.39 | 1.27 | -1.20 | -1.53 | -1.38 | -0.13 | -0.74 | -1.18 |
| Standard Deviation(%) | NA | 111.97 | 70.63 | 75.81 | 54.81 | NA | NA | … | … | 175.67 | 4.39 | 44.21 | 24.52 | 116.90 | 29.97 | 21.57 | 0.58 | 0.58 | 0.58 | 36.11 | 32.87 |
| Draw Down(%) | NA | 11.94 | 36.10 | 67.71 | 67.71 | NA | NA | … | … | 11.94 | 0.00 | 27.90 | 22.64 | 67.71 | 0.00 | 27.54 | 0.00 | 0.00 | 0.00 | 30.08 | 30.00 |
| Yield(%) | 0.00 | 4.29 | 2.99 | 2.11 | 1.38 | 0.48 | 0.36 | … | … | 0.00 | 4.29 | 3.45 | 2.87 | 2.73 | 3.23 | 1.76 | 0.58 | 0.58 | 0.58 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTIHY (China Taiping Insurance Holdings Co Ltd ADR) |
-30.16%
Oct 2019 – Oct 2022 |
-19.19%
Oct 2017 – Oct 2022 |
-10.40%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTIHY (China Taiping Insurance Holdings Co Ltd ADR) |
39.24%
Feb 2023 – Feb 2026 |
18.27%
Feb 2021 – Feb 2026 |
6.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart