Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIPGF (Datang International Power Generation Co. Ltd) | NA | 23.81% | 23.75% | 40.72% | 27.28% | 20.74% | NA | … | … |
Data as of 05/19/2025, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIPGF (Datang International Power Generation Co. Ltd) | 02/17/2009 | 05/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.81 | 23.75 | 40.72 | 27.28 | 20.74 | NA | … | … | 56.16 | 18.93 | -6.67 | -25.00 | 76.47 | 65.00 | 5.26 | -25.82 | 21.74 | 167.17 | -1.53 | 24.57 | 25.18 | 57.55 | -34.25 | -15.14 | 33.90 |
| Sharpe Ratio | NA | 0.16 | 0.45 | 0.50 | 0.35 | NA | NA | … | … | 0.94 | 0.20 | -0.34 | -0.42 | 1.04 | 0.59 | 0.75 | -0.89 | 0.75 | 1.17 | -0.03 | 0.55 | 0.67 | 1.69 | -0.64 | -0.35 | 0.60 |
| Standard Deviation(%) | NA | 129.32 | 45.65 | 77.90 | 74.20 | NA | NA | … | … | 216.63 | 64.87 | 32.14 | 62.57 | 73.55 | 109.90 | 5.13 | 30.53 | 28.29 | 143.25 | 51.62 | 44.84 | 37.75 | 34.38 | 53.39 | 43.71 | 66.16 |
| Draw Down(%) | NA | 28.05 | 30.00 | 61.54 | 63.56 | NA | NA | … | … | 13.11 | 28.05 | 30.00 | 50.00 | 33.33 | 45.00 | 0.00 | 25.93 | 15.15 | 30.30 | 26.67 | 25.00 | 26.53 | 18.92 | 45.00 | 26.36 | 43.66 |
| Yield(%) | 0.00 | 0.00 | 0.95 | 12.00 | 9.64 | 9.33 | 6.93 | … | … | 0.00 | 0.00 | 2.67 | 0.00 | 8.33 | 35.00 | 5.00 | 3.57 | 0.00 | 51.52 | 30.77 | 4.55 | 5.41 | 8.00 | 2.56 | 2.13 | 24.44 |
Data as of 05/19/2025, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPGF (Datang International Power Generation Co. Ltd) |
-24.55%
Jun 2017 – Jun 2020 |
-5.96%
Jun 2009 – Jun 2014 |
7.51%
Jun 2010 – Jun 2020 |
13.38%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPGF (Datang International Power Generation Co. Ltd) |
74.57%
Mar 2014 – Mar 2017 |
55.25%
Jun 2016 – Jun 2021 |
33.73%
Oct 2011 – Oct 2021 |
18.46%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart