Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWPWF (Concord New Energy Group Limited) | -25.00% | -57.14% | -27.00% | -11.46% | 15.48% | 5.84% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWPWF (Concord New Energy Group Limited) | 04/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -57.14 | -27.00 | -11.46 | 15.48 | 5.84 | NA | … | … | -25.00 | -50.00 | 5.26 | 10.89 | -20.90 | 94.85 | 200.00 | 108.33 | 25.00 | -20.00 | -16.67 | 20.00 | -28.57 | 133.33 | 0.00 | -70.00 | -23.08 |
| Sharpe Ratio | NA | -0.25 | -0.27 | -0.15 | 0.13 | NA | NA | … | … | -1.17 | -0.28 | -0.02 | 0.23 | -0.48 | 0.86 | 1.01 | 1.27 | 0.29 | -0.32 | -0.23 | 0.20 | -0.32 | 1.18 | 0.00 | -0.64 | -0.24 |
| Standard Deviation(%) | NA | 168.70 | 111.38 | 92.05 | 104.60 | NA | NA | … | … | 45.22 | 188.88 | 65.67 | 29.47 | 47.07 | 110.07 | 197.04 | 84.25 | 80.76 | 64.66 | 74.05 | 97.74 | 90.74 | 113.34 | 156.07 | 108.92 | 126.13 |
| Draw Down(%) | NA | 75.00 | 80.00 | 80.00 | 80.00 | NA | NA | … | … | 25.00 | 80.00 | 37.50 | 13.75 | 30.79 | 37.50 | 60.00 | 20.00 | 20.00 | 33.33 | 33.33 | 50.00 | 63.64 | 40.00 | 60.00 | 72.73 | 38.46 |
| Yield(%) | 0.00 | 0.00 | 4.63 | 5.80 | 16.84 | 6.24 | 3.24 | … | … | 0.00 | 0.00 | 5.00 | 10.63 | 7.09 | 6.50 | 60.00 | 50.00 | 25.00 | 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 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWPWF (Concord New Energy Group Limited) |
-38.43%
Sep 2022 – Sep 2025 |
-14.97%
Jan 2011 – Jan 2016 |
1.47%
May 2010 – May 2020 |
1.65%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWPWF (Concord New Energy Group Limited) |
135.16%
Apr 2020 – Apr 2023 |
71.99%
Jul 2017 – Jul 2022 |
40.56%
Aug 2012 – Aug 2022 |
9.65%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart