Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIPGY (Datang International Power Generation Co. Ltd) | NA | 22.94% | -11.93% | -9.11% | -3.82% | NA | NA | … | … |
Data as of 10/18/2021, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIPGY (Datang International Power Generation Co. Ltd) | 01/06/2010 | 10/18/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.94 | -11.93 | -9.11 | -3.82 | NA | NA | … | … | 27.10 | -27.91 | -21.15 | -16.28 | 10.04 | -18.06 | -44.29 | 21.91 | 16.16 | 20.92 | -6.74 | -23.57 |
| Sharpe Ratio | NA | 0.52 | -0.30 | -0.27 | -0.12 | NA | NA | … | … | 0.77 | -0.55 | -1.10 | -0.56 | 0.37 | -0.59 | -1.04 | 0.62 | 0.54 | 0.90 | -0.14 | -0.58 |
| Standard Deviation(%) | NA | 44.06 | 41.36 | 35.78 | 35.45 | NA | NA | … | … | 46.04 | 50.56 | 20.51 | 31.45 | 25.88 | 30.91 | 42.71 | 35.08 | 29.92 | 23.35 | 46.82 | 40.95 |
| Draw Down(%) | NA | 15.48 | 55.47 | 66.80 | 81.09 | NA | NA | … | … | 15.48 | 39.85 | 31.91 | 36.51 | 22.68 | 20.42 | 53.90 | 22.12 | 26.90 | 15.36 | 40.00 | 28.14 |
| Yield(%) | 0.00 | 10.18 | 5.05 | 3.78 | 7.11 | 2.91 | 2.18 | … | … | 11.34 | 4.52 | 6.20 | 5.01 | 0.00 | 16.61 | 3.86 | 4.37 | 3.99 | 5.38 | 3.02 | 2.30 |
Data as of 10/18/2021, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPGY (Datang International Power Generation Co. Ltd) |
-27.76%
Jul 2017 – Jul 2020 |
-26.30%
Jun 2015 – Jun 2020 |
-11.84%
Jul 2010 – Jul 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPGY (Datang International Power Generation Co. Ltd) |
28.11%
Aug 2011 – Aug 2014 |
7.87%
May 2010 – May 2015 |
-3.99%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart