Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/14/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UOLGY (UOL Group Ltd ADR) | 17.68% | 13.57% | -0.37% | 2.90% | 0.25% | 6.46% | NA | 7.79% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UOLGY (UOL Group Ltd ADR) | 05/17/2006 | 05/14/2025 |
The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 05/17/2006.
AR inception is since 05/17/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | 13.57 | -0.37 | 2.90 | 0.25 | 6.46 | NA | 7.79 | 17.68 | -12.96 | -2.46 | -2.67 | -8.11 | 1.52 | 34.90 | -29.96 | 62.38 | -4.31 | -13.94 | 10.68 | 0.32 | 67.24 | -16.88 | 35.78 | 101.96 | -51.44 | 15.54 | 41.77 |
| Sharpe Ratio | NA | 0.17 | -0.23 | -0.06 | -0.07 | NA | NA | 0.15 | 1.29 | -0.84 | -0.30 | -0.21 | -0.48 | 0.04 | 1.41 | -1.10 | 3.46 | -0.16 | -0.59 | 0.81 | 0.01 | 2.58 | -0.53 | 1.11 | 1.67 | -0.43 | 0.32 | 1.97 |
| Standard Deviation(%) | NA | 27.91 | 24.17 | 24.19 | 25.23 | NA | NA | 40.49 | 35.34 | 23.34 | 22.53 | 19.13 | 16.85 | 36.35 | 23.76 | 28.52 | 17.92 | 27.92 | 23.60 | 13.24 | 23.32 | 26.29 | 32.12 | 32.06 | 60.85 | 122.48 | 39.46 | 36.43 |
| Draw Down(%) | NA | 17.18 | 28.46 | 32.59 | 38.47 | NA | NA | 74.71 | 10.86 | 21.04 | 21.69 | 24.03 | 16.04 | 31.85 | 11.89 | 38.39 | 5.80 | 15.84 | 31.22 | 8.50 | 21.35 | 13.85 | 29.15 | 16.18 | 42.42 | 60.99 | 24.60 | 14.56 |
| Yield(%) | 2.97 | 3.23 | 2.75 | 3.30 | 2.18 | 4.78 | 5.57 | 6.19 | 3.39 | 3.20 | 2.70 | 2.10 | 1.93 | 2.10 | 2.92 | 2.04 | 2.59 | 2.67 | 2.16 | 3.30 | 2.43 | 3.74 | 3.11 | 2.46 | 3.03 | 3.51 | 3.40 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UOLGY (UOL Group Ltd ADR) |
-9.36%
Oct 2017 - Oct 2020 |
-6.24%
Jan 2020 - Jan 2025 |
-1.15%
Jan 2015 - Jan 2025 |
4.17%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UOLGY (UOL Group Ltd ADR) |
58.86%
Feb 2009 - Feb 2012 |
39.71%
Feb 2009 - Feb 2014 |
19.82%
Feb 2009 - Feb 2019 |
12.86%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart