Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUGCY (China Oriental Group Co Ltd ADR) | 0.00% | 59.56% | 12.66% | 7.37% | 11.91% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUGCY (China Oriental Group Co Ltd ADR) | 08/06/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 59.56 | 12.66 | 7.37 | 11.91 | NA | NA | … | … | 0.00 | 43.73 | 15.19 | -13.64 | -25.52 | 33.99 | -36.48 | -54.21 | 21.93 | 509.09 | 0.00 | 0.00 | -24.22 | -25.12 | 2.38 |
| Sharpe Ratio | NA | 0.95 | 0.23 | 0.08 | 0.01 | NA | NA | … | … | 0.00 | 0.58 | 0.71 | -0.46 | -0.29 | 0.51 | -0.51 | -0.85 | 1.23 | 0.24 | 0.00 | 0.00 | -0.57 | -0.92 | 0.22 |
| Standard Deviation(%) | NA | 43.04 | 40.68 | 58.77 | 848.51 | NA | NA | … | … | NA | 55.88 | 21.91 | 37.70 | 92.05 | 66.53 | 71.27 | 65.44 | 16.73 | 2,126.67 | 1,431.53 | NA | 42.37 | 27.41 | 27.39 |
| Draw Down(%) | NA | 10.83 | 20.57 | 55.80 | 100.00 | NA | NA | … | … | 0.00 | 10.83 | 5.74 | 20.57 | 55.80 | 27.89 | 45.61 | 54.21 | 7.33 | 100.00 | 100.00 | 0.00 | 33.23 | 45.00 | 9.72 |
| Yield(%) | 0.00 | 5.54 | 2.46 | 5.82 | 17.18 | 6.66 | 4.99 | … | … | 0.00 | 5.54 | 0.00 | 2.53 | 8.76 | 13.00 | 5.99 | 5.25 | 9.17 | 18.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUGCY (China Oriental Group Co Ltd ADR) |
-36.02%
Nov 2019 – Nov 2022 |
-24.17%
Oct 2018 – Oct 2023 |
-0.44%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUGCY (China Oriental Group Co Ltd ADR) |
95.10%
Oct 2015 – Oct 2018 |
44.52%
Sep 2014 – Sep 2019 |
13.20%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart