Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GELYY (Geely Automobile Holdings Ltd ADR) | NA | 37.83% | 32.81% | 2.07% | 18.14% | 11.67% | NA | … | … |
Data as of 10/31/2025, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GELYY (Geely Automobile Holdings Ltd ADR) | 01/06/2010 | 10/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.07 | 37.83 | 32.81 | 2.07 | 18.14 | 11.67 | NA | … | … | 26.94 | 77.75 | -21.78 | -45.89 | -19.71 | 77.74 | 15.71 | -49.46 | 274.44 | 77.54 | 70.18 | -33.24 | 0.27 | 126.87 | -50.76 | -19.97 |
| Sharpe Ratio | NA | 0.68 | 0.65 | 0.05 | 0.34 | NA | NA | … | … | 0.57 | 1.77 | -0.72 | -0.77 | -0.37 | 1.29 | 0.31 | -1.08 | 5.93 | 1.80 | 1.42 | -0.90 | 0.01 | 2.81 | -0.91 | -0.37 |
| Standard Deviation(%) | NA | 51.27 | 45.41 | 50.38 | 49.02 | NA | NA | … | … | 53.01 | 41.97 | 35.38 | 61.49 | 53.17 | 59.55 | 45.22 | 47.08 | 46.53 | 42.90 | 49.49 | 37.06 | 37.41 | 45.69 | 56.11 | 55.47 |
| Draw Down(%) | NA | 29.24 | 43.25 | 77.44 | 77.44 | NA | NA | … | … | 29.24 | 28.06 | 40.12 | 60.00 | 48.06 | 37.22 | 41.95 | 54.29 | 18.98 | 32.42 | 46.61 | 33.24 | 37.84 | 29.01 | 61.16 | 46.67 |
| Yield(%) | 0.00 | 2.39 | 3.01 | 1.28 | 5.35 | 3.59 | 2.78 | … | … | 2.32 | 2.72 | 1.79 | 0.98 | 0.75 | 1.59 | 2.65 | 1.05 | 1.61 | 1.00 | 0.96 | 1.26 | 1.00 | 1.58 | 0.78 | 0.54 |
Data as of 10/31/2025, 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 |
|---|---|---|---|---|
| GELYY (Geely Automobile Holdings Ltd ADR) |
-35.25%
Jan 2021 – Jan 2024 |
-17.58%
Oct 2017 – Oct 2022 |
9.34%
Nov 2013 – Nov 2023 |
11.31%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GELYY (Geely Automobile Holdings Ltd ADR) |
124.49%
Dec 2014 – Dec 2017 |
57.17%
Feb 2016 – Feb 2021 |
31.44%
Oct 2011 – Oct 2021 |
16.29%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart