Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SZDEF (Dongjiang Environmental Company Limited) | NA | 0.00% | 0.00% | -6.97% | -8.11% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SZDEF (Dongjiang Environmental Company Limited) | 01/03/2014 | 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.00 | -6.97 | -8.11 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 1.60 | -31.40 | 2.71 | -31.75 | -22.88 | -0.26 | 14.19 | -48.10 | -5.46 |
| Sharpe Ratio | NA | 0.00 | 0.00 | -0.49 | -0.45 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.11 | -0.75 | 0.92 | -0.90 | -0.87 | -0.04 | 1.46 | -0.39 | -0.39 |
| Standard Deviation(%) | NA | NA | 0.92 | 18.79 | 21.22 | NA | NA | … | … | NA | NA | NA | 1.59 | 41.94 | 2.67 | 36.98 | 28.05 | 22.08 | 9.56 | 123.53 | 14.05 |
| Draw Down(%) | NA | 0.00 | 0.00 | 34.18 | 64.68 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 34.18 | 0.00 | 31.75 | 24.36 | 14.53 | 0.00 | 74.76 | 9.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.03 | 2.00 | 3.66 | 2.74 | … | … | 0.00 | 0.00 | 0.00 | 1.58 | 4.09 | 2.63 | 1.69 | 1.92 | 7.10 | 5.13 | 11.72 | 8.11 |
Data as of 09/26/2025, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZDEF (Dongjiang Environmental Company Limited) |
-21.66%
Jul 2018 – Jul 2021 |
-20.82%
Nov 2014 – Nov 2019 |
-14.00%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZDEF (Dongjiang Environmental Company Limited) |
0.53%
Jul 2021 – Jul 2024 |
-6.47%
Nov 2019 – Nov 2024 |
-8.11%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart