Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUGCF (China Oriental Group Company Limited) | 0.00% | 4.22% | -8.67% | 3.86% | 24.00% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUGCF (China Oriental Group Company Limited) | 03/26/2013 | 06/03/2026 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.22 | -8.67 | 3.86 | 24.00 | NA | NA | … | … | 0.00 | -26.66 | 2.43 | 1.43 | 81.85 | 27.19 | -50.84 | -10.73 | 11.23 | 898.63 | 0.00 | 0.00 | -17.86 | -22.22 |
| Sharpe Ratio | NA | 0.39 | -0.58 | 0.03 | 0.40 | NA | NA | … | … | -10.67 | -0.83 | -0.50 | -1.58 | 1.63 | 0.29 | -0.77 | -0.38 | 0.80 | 7.84 | 0.00 | 0.00 | -0.91 | -0.82 |
| Standard Deviation(%) | NA | 4.04 | 20.53 | 47.36 | 56.36 | NA | NA | … | … | 0.24 | 35.53 | 2.40 | 1.42 | 49.69 | 94.33 | 66.26 | 32.34 | 12.36 | 115.73 | NA | NA | 19.67 | 34.00 |
| Draw Down(%) | NA | 0.11 | 29.63 | 52.86 | 58.39 | NA | NA | … | … | 0.11 | 29.63 | 0.00 | 0.00 | 0.00 | 52.86 | 51.78 | 19.18 | 5.19 | 3.70 | 0.00 | 0.00 | 17.86 | 30.56 |
| Yield(%) | 0.00 | 4.05 | 2.21 | 12.28 | 44.19 | 18.82 | 14.12 | … | … | 0.00 | 2.85 | 2.37 | 1.41 | 16.91 | 70.46 | 4.48 | 20.34 | 5.78 | 95.65 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUGCF (China Oriental Group Company Limited) |
-21.26%
Dec 2017 – Dec 2020 |
-3.63%
Apr 2020 – Apr 2025 |
21.83%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUGCF (China Oriental Group Company Limited) |
124.16%
Jun 2015 – Jun 2018 |
67.42%
Sep 2016 – Sep 2021 |
27.90%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart