Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWAFF (China Water Affairs Group Limited) | -13.89% | -25.10% | -5.47% | -0.98% | 6.58% | 6.48% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWAFF (China Water Affairs Group Limited) | 02/08/2007 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.10 | -5.47 | -0.98 | 6.58 | 6.48 | NA | … | … | -13.89 | 37.87 | 3.31 | -23.00 | -44.37 | 76.73 | 11.72 | -23.83 | 25.12 | 48.94 | 33.91 | 9.42 | 29.41 | 17.24 | 11.54 | -33.33 | -7.14 | 250.00 | -80.33 | 41.86 |
| Sharpe Ratio | NA | -1.54 | -0.23 | -0.10 | 0.13 | NA | NA | … | … | -2.20 | 0.64 | 0.00 | -0.78 | -1.82 | 1.72 | 0.31 | -0.71 | 0.54 | 1.10 | 0.90 | 0.21 | 0.81 | 0.43 | 0.26 | -0.95 | -0.16 | 3.22 | -0.97 | 0.73 |
| Standard Deviation(%) | NA | 19.00 | 37.43 | 36.56 | 37.82 | NA | NA | … | … | 15.10 | 48.47 | 38.99 | 34.51 | 25.25 | 44.60 | 36.85 | 35.50 | 44.44 | 44.06 | 37.24 | 44.54 | 36.39 | 39.95 | 45.05 | 34.96 | 44.51 | 77.56 | 83.54 | 61.26 |
| Draw Down(%) | NA | 26.62 | 38.65 | 63.43 | 63.43 | NA | NA | … | … | 13.89 | 14.78 | 24.55 | 45.27 | 46.69 | 13.10 | 26.44 | 33.86 | 33.90 | 22.22 | 21.79 | 34.92 | 18.52 | 17.65 | 32.35 | 39.02 | 32.61 | 39.29 | 83.61 | 29.49 |
| Yield(%) | 0.00 | 2.25 | 3.16 | 4.08 | 6.76 | 6.15 | 3.97 | … | … | 0.00 | 3.10 | 6.36 | 5.73 | 1.66 | 5.34 | 5.33 | 3.81 | 4.60 | 4.92 | 4.26 | 2.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWAFF (China Water Affairs Group Limited) |
-20.14%
Jan 2022 – Jan 2025 |
-19.73%
Aug 2007 – Aug 2012 |
-1.26%
Jul 2007 – Jul 2017 |
3.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWAFF (China Water Affairs Group Limited) |
46.60%
Jul 2015 – Jul 2018 |
33.25%
Jul 2013 – Jul 2018 |
28.81%
Nov 2008 – Nov 2018 |
15.54%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart