Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDCBY (Industrial Commercial Bank of China) | 9.40% | 25.46% | 27.45% | 14.87% | 12.35% | 7.06% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDCBY (Industrial Commercial Bank of China) | 01/21/2010 | 06/04/2026 |
| 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 (%) | 1.78 | 25.46 | 27.45 | 14.87 | 12.35 | 7.06 | NA | … | … | 9.40 | 32.22 | 47.21 | 2.69 | -1.46 | -7.02 | -10.54 | 13.95 | -7.24 | 43.34 | 5.95 | -14.01 | 14.80 | -0.26 | 28.40 | -21.11 | 14.27 |
| Sharpe Ratio | NA | 1.36 | 1.07 | 0.54 | 0.48 | NA | NA | … | … | 0.99 | 1.44 | 1.63 | -0.05 | -0.13 | -0.34 | -0.38 | 0.66 | -0.34 | 2.11 | 0.23 | -0.49 | 0.66 | -0.01 | 1.08 | -0.56 | 0.51 |
| Standard Deviation(%) | NA | 18.15 | 22.39 | 21.93 | 22.67 | NA | NA | … | … | 18.21 | 20.47 | 26.71 | 20.43 | 22.67 | 20.61 | 28.46 | 18.77 | 25.16 | 20.34 | 24.65 | 28.40 | 22.27 | 24.46 | 26.41 | 37.83 | 29.19 |
| Draw Down(%) | NA | 11.23 | 15.87 | 27.88 | 38.03 | NA | NA | … | … | 6.45 | 15.59 | 13.24 | 21.55 | 27.25 | 21.67 | 30.18 | 18.13 | 27.65 | 8.60 | 18.98 | 35.62 | 17.67 | 21.90 | 25.32 | 45.26 | 18.10 |
| Yield(%) | 0.00 | 9.11 | 10.54 | 7.92 | 8.17 | 5.08 | 4.57 | … | … | 3.04 | 9.87 | 8.90 | 8.14 | 7.74 | 6.65 | 4.76 | 5.13 | 4.58 | 5.69 | 6.24 | 5.57 | 6.43 | 5.24 | 5.22 | 3.77 | 5.40 |
Data as of 06/04/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDCBY (Industrial Commercial Bank of China) |
-9.29%
Oct 2019 – Oct 2022 |
-5.87%
Oct 2017 – Oct 2022 |
1.82%
Oct 2012 – Oct 2022 |
5.84%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDCBY (Industrial Commercial Bank of China) |
30.41%
Oct 2022 – Oct 2025 |
15.32%
Apr 2021 – Apr 2026 |
12.60%
Apr 2016 – Apr 2026 |
7.18%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart