Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GULRY (Guoco Group Ltd ADR) | -13.32% | -1.75% | 3.26% | -4.69% | 0.55% | 0.61% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GULRY (Guoco Group Ltd ADR) | 01/06/2010 | 06/03/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.75 | 3.26 | -4.69 | 0.55 | 0.61 | NA | … | … | -13.32 | 0.34 | 35.57 | -3.87 | -25.79 | -7.88 | -25.26 | 35.55 | 0.80 | 25.63 | 7.07 | -5.80 | 2.85 | 7.68 | 35.16 | -28.33 | 24.71 |
| Sharpe Ratio | NA | -0.30 | 0.03 | -0.11 | -0.02 | NA | NA | … | … | -1.17 | -0.04 | 0.27 | -0.15 | -0.82 | -0.43 | -0.46 | 2.97 | -0.02 | 2.08 | 0.72 | -0.32 | 0.34 | 0.50 | 1.06 | -1.04 | 1.08 |
| Standard Deviation(%) | NA | 49.76 | 80.87 | 67.25 | 51.46 | NA | NA | … | … | 27.39 | 61.07 | 118.34 | 50.26 | 32.43 | 18.75 | 55.55 | 11.47 | 32.82 | 12.06 | 9.54 | 18.25 | 8.28 | 15.31 | 33.47 | 27.38 | 23.15 |
| Draw Down(%) | NA | 22.98 | 39.87 | 39.87 | 56.12 | NA | NA | … | … | 15.85 | 26.55 | 29.11 | 25.44 | 29.33 | 11.71 | 28.15 | 2.79 | 22.34 | 3.04 | 6.63 | 13.78 | 4.46 | 9.34 | 34.57 | 34.80 | 11.77 |
| Yield(%) | 0.00 | 5.58 | 4.93 | 2.58 | 3.66 | 3.40 | 3.22 | … | … | 0.97 | 3.99 | 5.78 | 4.87 | 2.32 | 0.54 | 1.95 | 4.08 | 3.96 | 4.80 | 6.95 | 4.32 | 4.25 | 7.08 | 2.95 | 3.16 | 3.30 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| GULRY (Guoco Group Ltd ADR) |
-22.84%
Aug 2020 – Aug 2023 |
-13.73%
Apr 2020 – Apr 2025 |
-2.53%
Nov 2013 – Nov 2023 |
0.74%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GULRY (Guoco Group Ltd ADR) |
24.42%
May 2012 – May 2015 |
14.80%
May 2012 – May 2017 |
10.21%
Jun 2010 – Jun 2020 |
3.42%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart