Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HPIFY (Huadian Power International Corporation Limited) | 3.12% | -3.55% | 25.66% | 20.55% | NA | NA | NA | 11.48% |
Data as of 07/03/2025, AR inception is 01/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HPIFY (Huadian Power International Corporation Limited) | 01/02/2019 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.55 | 25.66 | 20.55 | NA | NA | NA | 11.48 | 3.12 | 42.50 | 11.64 | 28.59 | 64.74 | -45.86 | 2.04 |
| Sharpe Ratio | NA | -0.70 | 0.69 | 0.53 | NA | NA | NA | 0.24 | 0.68 | 1.11 | 0.23 | 0.56 | 1.57 | -0.95 | 0.29 |
| Standard Deviation(%) | NA | 9.64 | 40.08 | 38.04 | NA | NA | NA | 37.15 | 5.13 | 35.13 | 35.78 | 48.48 | 41.29 | 48.49 | 2.02 |
| Draw Down(%) | NA | 8.72 | 25.87 | 26.75 | NA | NA | NA | 45.86 | 0.44 | 8.31 | 25.87 | 21.19 | 16.53 | 45.86 | 0.00 |
| Yield(%) | 0.00 | 5.12 | 8.42 | 9.40 | 3.89 | 2.60 | 1.95 | 6.49 | 3.44 | 8.28 | 7.51 | 11.20 | 15.99 | 4.35 | 2.04 |
Data as of 07/03/2025, AR inception is 01/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPIFY (Huadian Power International Corporation Limited) |
-5.84%
Jun 2019 - Jun 2022 |
5.49%
Feb 2019 - Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPIFY (Huadian Power International Corporation Limited) |
53.31%
Jun 2021 - Jun 2024 |
22.35%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart