Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GGDVY (Guangdong Investment Ltd) | 18.02% | 71.40% | -0.37% | -8.75% | 0.00% | NA | NA | 8.08% |
Data as of 07/18/2025, AR inception is 04/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGDVY (Guangdong Investment Ltd) | 04/21/2011 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 71.40 | -0.37 | -8.75 | 0.00 | NA | NA | 8.08 | 18.02 | 4.55 | -21.67 | -12.81 | -25.47 | -11.03 | 11.69 | 53.35 | 6.69 | -4.68 | 9.87 | 38.33 | 25.19 | 33.88 | 19.71 |
| Sharpe Ratio | NA | 0.94 | -0.10 | -0.27 | -0.02 | NA | NA | 0.20 | 0.87 | 0.01 | -0.94 | -0.35 | -0.92 | -0.32 | 0.42 | 1.76 | 0.21 | -0.13 | 0.29 | 1.42 | 0.97 | 1.40 | 0.65 |
| Standard Deviation(%) | NA | 59.06 | 48.96 | 41.89 | 36.94 | NA | NA | 35.35 | 39.53 | 68.85 | 27.14 | 40.80 | 27.58 | 34.98 | 24.15 | 29.59 | 28.40 | 38.61 | 34.27 | 26.93 | 25.94 | 24.35 | 45.57 |
| Draw Down(%) | NA | 20.47 | 59.37 | 71.56 | 75.10 | NA | NA | 75.10 | 13.52 | 46.86 | 37.04 | 52.16 | 31.25 | 31.04 | 9.72 | 9.45 | 13.34 | 21.14 | 19.57 | 12.23 | 21.44 | 11.57 | 14.93 |
| Yield(%) | 0.00 | 8.43 | 4.73 | 3.30 | 4.37 | 9.03 | 6.77 | 9.67 | 1.85 | 4.14 | 7.41 | 6.15 | 4.18 | 3.55 | 3.74 | 4.78 | 4.48 | 3.39 | 3.05 | 3.15 | 3.20 | 3.77 | 4.04 |
Data as of 07/18/2025, AR inception is 04/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGDVY (Guangdong Investment Ltd) |
-29.78%
Oct 2019 - Oct 2022 |
-20.60%
Mar 2019 - Mar 2024 |
-3.13%
Jul 2014 - Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGDVY (Guangdong Investment Ltd) |
35.62%
Jan 2012 - Jan 2015 |
28.12%
Jul 2011 - Jul 2016 |
15.30%
May 2011 - May 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart