Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MNOIY (Mandarin Oriental International Ltd ADR) NA 7.20% -1.15% 4.23% 2.45% 4.52% NA
Data as of 07/30/2025, Common starting date is 01/31/2008
More Performance Analytics Comparison
Name Start Date End Date
MNOIY (Mandarin Oriental International Ltd ADR) 01/31/2008 07/30/2025
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 2009 2008
Annualized Return (%) 0.00 7.20 -1.15 4.23 2.45 4.52 NA 11.68 -3.24 -5.36 -18.09 26.82 -6.50 -6.96 6.74 59.34 -16.88 8.55 2.72 19.97 2.17 -25.56 37.90 77.57 -47.88
Sharpe Ratio NA 0.08 -0.11 0.06 0.03 NA NA 0.36 -0.13 -0.44 -0.74 1.18 -0.14 -0.34 0.20 1.53 -0.70 0.35 0.18 0.98 0.07 -0.68 1.12 1.42 -0.16
Standard Deviation(%) NA 50.05 40.99 38.14 34.41 NA NA 50.44 51.96 20.51 26.47 22.71 48.55 24.66 27.40 38.57 24.60 24.13 14.72 20.35 29.25 37.73 33.77 54.56 325.18
Draw Down(%) NA 22.92 28.12 35.94 51.52 NA NA 22.92 17.33 19.69 27.87 6.26 30.48 30.33 33.48 27.14 20.97 12.03 12.63 13.09 25.91 39.97 17.24 28.25 90.32
Yield(%) 0.00 3.07 1.78 1.36 1.76 3.22 2.29 2.26 3.02 0.85 0.00 0.00 0.82 1.49 1.57 3.25 2.94 9.52 4.17 4.79 3.87 2.49 4.48 7.37 2.67
Data as of 07/30/2025, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNOIY (Mandarin Oriental International Ltd ADR) -10.54%
Sep 2017 – Sep 2020
-7.29%
May 2018 – May 2023
1.62%
Mar 2014 – Mar 2024
2.28%
Jun 2008 – Jun 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNOIY (Mandarin Oriental International Ltd ADR) 39.16%
Mar 2009 – Mar 2012
25.57%
Mar 2009 – Mar 2014
16.01%
Mar 2009 – Mar 2019
9.05%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return