Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTJHY (CITIC Resources Holdings Ltd ADR) | 0.00% | 5.34% | 0.07% | 10.25% | -2.12% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTJHY (CITIC Resources Holdings Ltd ADR) | 04/28/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.34 | 0.07 | 10.25 | -2.12 | NA | NA | … | … | 0.00 | 35.27 | 1.41 | -18.78 | 43.83 | 21.21 | -41.30 | -29.82 | -26.18 | 58.06 | -61.16 | 23.71 |
| Sharpe Ratio | NA | 0.13 | -0.11 | 0.28 | -0.12 | NA | NA | … | … | 0.00 | 1.66 | -0.06 | -0.81 | 1.51 | 1.28 | -1.09 | -1.03 | -0.84 | 1.23 | -0.65 | 1.16 |
| Standard Deviation(%) | NA | 20.21 | 29.48 | 27.36 | 30.70 | NA | NA | … | … | 0.00 | 19.90 | 36.08 | 27.94 | 28.13 | 16.51 | 38.07 | 30.39 | 32.91 | 46.96 | 94.57 | 31.44 |
| Draw Down(%) | NA | 13.58 | 38.83 | 38.83 | 70.31 | NA | NA | … | … | 0.00 | 3.23 | 38.83 | 26.72 | 0.00 | 0.00 | 41.30 | 30.53 | 27.93 | 3.43 | 61.16 | 8.15 |
| Yield(%) | 0.00 | 7.35 | 8.22 | 10.18 | 3.39 | 1.09 | 0.81 | … | … | 0.00 | 8.15 | 7.59 | 12.82 | 12.46 | 0.00 | 0.00 | 4.56 | 2.36 | 2.19 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTJHY (CITIC Resources Holdings Ltd ADR) |
-32.75%
Jul 2017 – Jul 2020 |
-28.51%
Jul 2015 – Jul 2020 |
-12.17%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTJHY (CITIC Resources Holdings Ltd ADR) |
25.57%
May 2021 – May 2024 |
14.06%
Nov 2020 – Nov 2025 |
-2.12%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart