Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNGAY (Ping An Insurance Company of China) | -6.60% | 28.22% | 11.15% | -0.34% | 10.13% | 6.25% | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNGAY (Ping An Insurance Company of China) | 01/31/2008 | 06/11/2026 |
| 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 28.22 | 11.15 | -0.34 | 10.13 | 6.25 | NA | … | … | -6.60 | 52.29 | 38.53 | -27.55 | -2.20 | -39.18 | 6.02 | 40.25 | -14.63 | 114.17 | -8.12 | 9.69 | 14.63 | 5.96 | 32.52 | -41.12 | 28.61 | 93.78 | -35.75 |
| Sharpe Ratio | NA | 0.94 | 0.18 | -0.11 | 0.22 | NA | NA | … | … | -0.99 | 1.64 | 0.70 | -0.82 | -0.08 | -1.27 | 0.19 | 1.71 | -0.54 | 4.13 | -0.28 | 0.26 | 0.53 | 0.20 | 0.99 | -0.89 | 0.58 | 1.64 | -0.38 |
| Standard Deviation(%) | NA | 26.45 | 38.49 | 40.60 | 34.54 | NA | NA | … | … | 28.57 | 30.29 | 49.87 | 38.55 | 47.83 | 30.96 | 30.23 | 22.63 | 29.72 | 27.67 | 29.70 | 37.53 | 27.67 | 30.30 | 33.01 | 46.32 | 48.85 | 57.28 | 101.62 |
| Draw Down(%) | NA | 23.83 | 46.50 | 59.14 | 66.75 | NA | NA | … | … | 23.83 | 24.83 | 28.25 | 47.76 | 51.23 | 49.74 | 29.32 | 12.33 | 29.16 | 15.62 | 26.99 | 42.74 | 20.08 | 31.95 | 20.37 | 56.16 | 27.76 | 31.84 | 67.10 |
| Yield(%) | 0.00 | 6.27 | 6.33 | 3.49 | 6.93 | 4.45 | 4.78 | … | … | 2.98 | 6.31 | 7.84 | 5.05 | 5.29 | 2.91 | 2.48 | 3.10 | 2.29 | 3.05 | 1.63 | 1.33 | 1.26 | 0.89 | 1.19 | 0.70 | 0.67 | 0.38 | 1.39 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PNGAY (Ping An Insurance Company of China) |
-26.60%
Oct 2019 – Oct 2022 |
-14.30%
Apr 2019 – Apr 2024 |
1.66%
May 2015 – May 2025 |
2.36%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNGAY (Ping An Insurance Company of China) |
42.35%
Jun 2016 – Jun 2019 |
29.24%
Apr 2014 – Apr 2019 |
19.73%
Nov 2008 – Nov 2018 |
9.21%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart