Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFEL (China TMK Battery Systems Inc) | NA | -59.23% | 63.76% | 58.49% | 17.46% | NA | NA | … | … |
Data as of 10/29/2024, Common starting date is 02/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFEL (China TMK Battery Systems Inc) | 02/26/2010 | 10/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -59.23 | 63.76 | 58.49 | 17.46 | NA | NA | … | … | 0.01 | 837.50 | -50.00 | 220.00 | 0.00 | -77.25 | 386.28 | 564.71 | -77.33 | 0.00 | -40.00 | -87.50 | -20.00 | -46.24 | -66.18 |
| Sharpe Ratio | NA | -0.71 | 0.24 | 0.23 | 0.07 | NA | NA | … | … | -0.10 | 2.16 | -0.34 | 0.81 | 0.00 | -0.68 | 2.55 | 2.54 | -0.34 | 0.00 | -0.17 | -0.38 | -0.06 | -0.28 | -0.58 |
| Standard Deviation(%) | NA | 93.07 | 247.21 | 243.30 | 219.48 | NA | NA | … | … | 69.00 | 393.60 | 149.37 | 271.50 | 195.71 | 116.19 | 151.00 | 224.16 | 224.77 | 196.31 | 240.57 | 229.34 | 361.53 | 167.60 | 124.31 |
| Draw Down(%) | NA | 59.24 | 80.00 | 85.71 | 98.72 | NA | NA | … | … | 39.02 | 80.00 | 60.94 | 85.71 | 50.82 | 77.25 | 52.00 | 75.00 | 89.37 | 88.00 | 92.86 | 91.25 | 91.03 | 64.55 | 70.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/29/2024, Common starting date is 02/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFEL (China TMK Battery Systems Inc) |
-66.34%
Apr 2010 – Apr 2013 |
-65.24%
May 2011 – May 2016 |
-31.19%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFEL (China TMK Battery Systems Inc) |
264.14%
Apr 2016 – Apr 2019 |
118.37%
Oct 2016 – Oct 2021 |
40.82%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart