Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DNFGY (Dongfeng Motor Group Co Ltd) 1.58% 117.96% 42.03% 9.41% 4.97% NA NA
Data as of 04/20/2026, Common starting date is 04/19/2012
More Performance Analytics Comparison
Name Start Date End Date
DNFGY (Dongfeng Motor Group Co Ltd) 04/19/2012 04/20/2026
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
Annualized Return (%) 0.00 117.96 42.03 9.41 4.97 NA NA 1.58 124.06 12.64 -9.81 -26.40 -23.45 35.13 9.45 -19.40 28.11 -25.97 -3.91 -8.75 3.25 -15.04
Sharpe Ratio NA 1.43 0.49 0.09 0.06 NA NA 0.63 1.24 0.10 -0.29 -0.41 -0.40 0.59 0.19 -0.49 1.04 -0.76 -0.10 -0.27 0.10 -0.44
Standard Deviation(%) NA 80.71 79.43 73.64 60.14 NA NA 4.56 99.77 86.13 47.36 68.78 59.14 58.74 42.47 42.43 26.39 34.43 38.13 32.53 32.40 47.43
Draw Down(%) NA 21.46 51.21 71.25 75.55 NA NA 0.81 31.99 47.88 35.98 46.40 37.16 40.32 31.62 34.41 19.01 26.00 47.14 25.81 25.95 43.33
Yield(%) 0.00 0.00 3.70 3.35 3.30 1.81 1.36 0.00 0.00 1.49 7.79 5.52 5.37 5.34 5.53 4.54 5.07 2.31 2.26 1.89 1.51 1.53
Data as of 04/20/2026, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DNFGY (Dongfeng Motor Group Co Ltd) -29.87%
Sep 2021 – Sep 2024
-16.61%
Sep 2019 – Sep 2024
-13.16%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DNFGY (Dongfeng Motor Group Co Ltd) 42.03%
Mar 2023 – Mar 2026
18.33%
Oct 2020 – Oct 2025
7.10%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return