Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUBS (Asian Growth Cubs ETF) | NA | -11.75% | -8.61% | -5.26% | -1.16% | NA | NA | … | … |
Data as of 09/01/2023, Common starting date is 08/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUBS (Asian Growth Cubs ETF) | 08/05/2013 | 09/01/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2018 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | -11.75 | -8.61 | -5.26 | -1.16 | NA | NA | … | … | -3.33 | -26.62 | 4.83 | -4.48 | 2.76 | 3.36 | -1.54 |
| Sharpe Ratio | NA | -1.13 | -0.73 | -0.48 | -0.18 | NA | NA | … | … | -0.78 | -1.73 | 0.07 | -0.74 | 0.26 | 0.39 | -0.21 |
| Standard Deviation(%) | NA | 13.73 | 13.79 | 13.79 | 11.05 | NA | NA | … | … | 11.92 | 16.21 | 11.07 | 4.95 | 10.33 | 8.63 | 17.89 |
| Draw Down(%) | NA | 13.98 | 32.82 | 32.82 | 32.82 | NA | NA | … | … | 12.39 | 30.29 | 3.27 | 4.86 | 5.77 | 3.58 | 6.44 |
| Yield(%) | 0.00 | 0.23 | 0.43 | 0.26 | 1.98 | 1.31 | 0.98 | … | … | 0.00 | 0.19 | 1.08 | 3.11 | 6.06 | 4.69 | 0.00 |
Data as of 09/01/2023, Common starting date is 08/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBS (Asian Growth Cubs ETF) |
-9.62%
Aug 2020 – Aug 2023 |
-3.24%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBS (Asian Growth Cubs ETF) |
6.89%
Oct 2013 – Oct 2016 |
0.47%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart