Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPCHY (Uni-President China Holdings Ltd ADR) | NA | 39.64% | 21.73% | 10.52% | 7.22% | NA | NA | … | … |
Data as of 06/13/2025, Common starting date is 01/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPCHY (Uni-President China Holdings Ltd ADR) | 01/30/2015 | 06/13/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.24 | 39.64 | 21.73 | 10.52 | 7.22 | NA | NA | … | … | 26.74 | 48.04 | -13.36 | -1.89 | 3.51 | -0.01 | 14.23 | 17.90 | 7.89 | 1.48 | -11.17 |
| Sharpe Ratio | NA | 0.74 | 0.47 | 0.22 | 0.17 | NA | NA | … | … | 1.33 | 0.93 | -0.66 | -0.10 | 0.09 | -0.01 | 0.52 | 0.50 | 0.24 | 0.04 | -0.33 |
| Standard Deviation(%) | NA | 49.39 | 39.23 | 38.33 | 34.43 | NA | NA | … | … | 49.95 | 47.54 | 26.07 | 33.31 | 39.95 | 31.13 | 24.75 | 33.04 | 30.50 | 31.02 | 36.21 |
| Draw Down(%) | NA | 18.07 | 44.02 | 48.72 | 48.72 | NA | NA | … | … | 13.80 | 23.27 | 33.39 | 23.18 | 33.92 | 22.89 | 14.68 | 22.43 | 21.81 | 20.06 | 27.81 |
| Yield(%) | 4.98 | 6.61 | 7.06 | 5.89 | 4.39 | 3.17 | 2.37 | … | … | 6.00 | 8.23 | 5.55 | 6.78 | 5.83 | 4.32 | 3.77 | 2.76 | 0.54 | 0.78 | 0.26 |
Data as of 06/13/2025, Common starting date is 01/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPCHY (Uni-President China Holdings Ltd ADR) |
-15.84%
Feb 2021 – Feb 2024 |
-4.19%
Jan 2019 – Jan 2024 |
5.26%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPCHY (Uni-President China Holdings Ltd ADR) |
20.81%
Feb 2017 – Feb 2020 |
14.55%
Mar 2016 – Mar 2021 |
9.39%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart