Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSTVY (Postal Savings Bank of China Co Ltd ADR) | NA | 30.48% | 15.09% | 12.01% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSTVY (Postal Savings Bank of China Co Ltd ADR) | 01/31/2018 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.48 | 15.09 | 12.01 | NA | NA | NA | … | … | 27.86 | 41.65 | -18.39 | -10.58 | 33.42 | 5.41 | 1.59 | -7.86 |
| Sharpe Ratio | NA | 0.63 | 0.30 | 0.21 | NA | NA | NA | … | … | 0.97 | 0.87 | -0.68 | -0.32 | 0.45 | 0.59 | 0.02 | -1.04 |
| Standard Deviation(%) | NA | 43.56 | 39.02 | 46.83 | NA | NA | NA | … | … | 37.38 | 44.04 | 32.43 | 37.61 | 74.54 | 8.78 | 6.06 | 9.60 |
| Draw Down(%) | NA | 19.46 | 35.17 | 56.26 | NA | NA | NA | … | … | 16.17 | 15.98 | 33.83 | 42.76 | 44.56 | 4.85 | 3.36 | 10.86 |
| Yield(%) | 0.00 | 2.67 | 6.58 | 6.54 | 4.01 | 2.68 | 2.01 | … | … | 2.62 | 14.46 | 5.63 | 5.06 | 5.59 | 5.13 | 4.71 | 3.37 |
Data as of 09/26/2025, Common starting date is 01/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTVY (Postal Savings Bank of China Co Ltd ADR) |
-8.04%
Mar 2021 – Mar 2024 |
-0.61%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTVY (Postal Savings Bank of China Co Ltd ADR) |
17.50%
Jan 2019 – Jan 2022 |
11.28%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart