Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCCYF (PetroChina Co Ltd Class H) | 25.23% | 140.97% | 54.56% | 59.01% | 26.65% | 17.44% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCCYF (PetroChina Co Ltd Class H) | 02/17/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.90 | 140.97 | 54.56 | 59.01 | 26.65 | 17.44 | NA | … | … | 25.23 | 117.41 | 26.20 | 59.97 | 14.37 | 126.38 | -10.56 | -11.48 | -7.72 | -2.10 | 14.06 | -42.68 | 9.91 | 10.73 | 27.90 | 43.81 | 50.80 | 60.33 |
| Sharpe Ratio | NA | 2.51 | 1.02 | 1.10 | 0.54 | NA | NA | … | … | 1.59 | 1.90 | 0.42 | 1.58 | 0.30 | 2.19 | -0.15 | -0.46 | -0.23 | -0.09 | 0.34 | -0.80 | 0.08 | 0.26 | 0.93 | 0.92 | 0.85 | 1.32 |
| Standard Deviation(%) | NA | 58.72 | 52.49 | 51.79 | 47.98 | NA | NA | … | … | 48.72 | 60.62 | 53.63 | 36.12 | 42.92 | 57.72 | 69.63 | 28.01 | 39.59 | 30.86 | 40.82 | 53.10 | 117.48 | 41.35 | 30.08 | 47.70 | 59.56 | 54.02 |
| Draw Down(%) | NA | 18.06 | 38.04 | 38.04 | 60.08 | NA | NA | … | … | 18.06 | 24.71 | 34.26 | 18.67 | 29.61 | 22.22 | 42.59 | 25.85 | 27.27 | 25.97 | 16.92 | 52.99 | 45.76 | 20.67 | 21.98 | 24.34 | 27.31 | 21.57 |
| Yield(%) | 0.00 | 38.92 | 22.93 | 32.12 | 12.46 | 7.94 | 15.28 | … | … | 0.00 | 43.97 | 9.36 | 13.52 | 9.30 | 57.90 | 21.16 | 6.56 | 1.49 | 5.48 | 0.00 | 1.75 | 3.74 | 26.47 | 16.54 | 32.81 | 27.97 | 5.33 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCYF (PetroChina Co Ltd Class H) |
-22.80%
Aug 2014 – Aug 2017 |
-20.09%
Apr 2015 – Apr 2020 |
0.12%
May 2010 – May 2020 |
13.87%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCYF (PetroChina Co Ltd Class H) |
82.29%
Aug 2020 – Aug 2023 |
69.01%
Aug 2020 – Aug 2025 |
27.97%
Apr 2016 – Apr 2026 |
20.07%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart