Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCEHY (Tencent Holdings Ltd ADR) | -23.50% | -9.78% | 11.56% | -3.76% | 11.43% | 18.30% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCEHY (Tencent Holdings Ltd ADR) | 01/05/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.54 | -9.78 | 11.56 | -3.76 | 11.43 | 18.30 | NA | … | … | -23.50 | 44.63 | 44.00 | -5.83 | -24.91 | -18.68 | 50.15 | 21.97 | -23.81 | 114.87 | 23.81 | 35.52 | 13.85 | 100.68 | 64.58 | -7.02 | -0.31 |
| Sharpe Ratio | NA | -0.67 | 0.24 | -0.18 | 0.25 | NA | NA | … | … | -1.86 | 1.31 | 1.37 | -0.27 | -0.44 | -0.42 | 1.22 | 0.76 | -0.63 | 4.57 | 0.91 | 1.01 | 0.39 | 3.59 | 2.36 | -0.16 | -0.01 |
| Standard Deviation(%) | NA | 26.70 | 31.52 | 41.08 | 37.63 | NA | NA | … | … | 31.30 | 32.04 | 29.48 | 36.06 | 60.28 | 44.36 | 40.58 | 26.84 | 40.39 | 25.14 | 25.80 | 35.17 | 35.52 | 28.07 | 27.58 | 44.81 | 37.07 |
| Draw Down(%) | NA | 36.54 | 36.54 | 67.32 | 73.14 | NA | NA | … | … | 31.99 | 19.95 | 17.86 | 33.40 | 59.03 | 45.62 | 21.41 | 20.12 | 47.15 | 14.79 | 17.85 | 27.73 | 27.57 | 17.27 | 13.40 | 35.89 | 28.20 |
| Yield(%) | 0.00 | 1.04 | 1.30 | 1.52 | 2.99 | 8.58 | 8.25 | … | … | 0.85 | 1.07 | 1.14 | 5.76 | 3.10 | 0.28 | 0.31 | 0.32 | 0.21 | 0.32 | 0.32 | 0.32 | 1.20 | 1.92 | 2.11 | 1.57 | 1.15 |
Data as of 06/04/2026, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCEHY (Tencent Holdings Ltd ADR) |
-24.75%
Jan 2021 – Jan 2024 |
-9.43%
Oct 2017 – Oct 2022 |
9.57%
Feb 2014 – Feb 2024 |
17.62%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCEHY (Tencent Holdings Ltd ADR) |
62.86%
Nov 2011 – Nov 2014 |
54.24%
Jan 2013 – Jan 2018 |
35.39%
Jun 2010 – Jun 2020 |
23.95%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart