Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GELYF (Geely Automobile Holdings Ltd) | 14.40% | 96.57% | 2.69% | -0.70% | 17.74% | 15.69% | NA | 18.71% |
Data as of 07/11/2025, AR inception is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GELYF (Geely Automobile Holdings Ltd) | 01/04/2007 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.42 | 96.57 | 2.69 | -0.70 | 17.74 | 15.69 | NA | 18.71 | 14.40 | 72.99 | -20.76 | -45.66 | -19.57 | 77.66 | 16.22 | -49.91 | 272.56 | 75.93 | 68.75 | -29.91 | 2.17 | 130.72 | -51.11 | -18.18 | 587.50 | -27.27 | -15.38 |
| Sharpe Ratio | NA | 1.62 | -0.01 | -0.03 | 0.33 | NA | NA | 0.18 | 0.45 | 1.44 | -0.64 | -0.76 | -0.37 | 1.29 | 0.32 | -1.07 | 5.88 | 1.57 | 1.19 | -0.62 | 0.05 | 2.34 | -0.81 | -0.30 | 3.84 | -0.10 | -0.12 |
| Standard Deviation(%) | NA | 57.71 | 48.80 | 52.10 | 51.75 | NA | NA | 94.12 | 58.92 | 48.20 | 38.43 | 62.06 | 52.94 | 59.64 | 45.59 | 47.89 | 46.58 | 48.34 | 57.65 | 47.95 | 43.58 | 56.50 | 63.50 | 60.87 | 153.17 | 271.91 | 153.43 |
| Draw Down(%) | NA | 30.04 | 58.79 | 77.32 | 77.32 | NA | NA | 90.00 | 30.04 | 28.39 | 39.66 | 59.97 | 48.05 | 37.91 | 41.57 | 53.59 | 19.51 | 33.33 | 48.33 | 31.37 | 38.33 | 28.89 | 62.00 | 47.37 | 50.00 | 85.71 | 50.00 |
| Yield(%) | 0.00 | 3.82 | 1.54 | 1.24 | 5.76 | 7.34 | 14.31 | 15.90 | 2.32 | 2.69 | 1.80 | 0.98 | 0.75 | 1.60 | 2.37 | 1.13 | 2.04 | 0.00 | 0.00 | 2.08 | 0.00 | 13.64 | 6.67 | 3.51 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GELYF (Geely Automobile Holdings Ltd) |
-35.02%
Jan 2021 - Jan 2024 |
-17.59%
Oct 2017 - Oct 2022 |
9.55%
Nov 2013 - Nov 2023 |
10.59%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GELYF (Geely Automobile Holdings Ltd) |
122.80%
Dec 2014 - Dec 2017 |
79.03%
Oct 2008 - Oct 2013 |
53.65%
Oct 2008 - Oct 2018 |
29.44%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison Chart