Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USCOX (CHINA REGION FUND CHINA REGION FUND) | NA | -1,462,174,343,187,330,237,364,836,193,605,582,947,877,006,909,947,066,334,423,611,616,652,970,426,368.00% | nan% | nan% | nan% | nan% | nan% | nan% |
Data as of 09/12/2023, AR inception is 03/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USCOX (CHINA REGION FUND CHINA REGION FUND) | 03/30/1994 | 09/12/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1,462,174,343,187,330,237,364,836,193,605,582,947,877,006,909,947,066,334,423,611,616,652,970,426,368.00 | nan | nan | nan | nan | nan | nan | 12.96 | -22.84 | -31.23 | 11.74 | 22.00 | -32.45 | 57.67 | -1.05 | -8.59 | -0.97 | 9.07 | 12.00 | -28.09 | 13.28 | 49.55 | -56.12 | 53.29 | 38.01 | 18.53 | 4.21 | 81.13 | -12.26 | -13.15 | -18.88 | 56.96 | -33.79 | -22.45 | 27.85 | -14.09 | -13.10 |
| Sharpe Ratio | NA | 0.55 | -0.37 | -0.16 | -0.03 | NA | NA | -0.02 | 1.00 | -0.87 | -1.05 | 0.40 | 1.15 | -1.29 | 3.67 | -0.08 | -0.40 | -0.06 | 0.51 | 0.75 | -1.10 | 0.67 | 1.63 | -1.50 | 1.80 | 2.21 | 1.14 | 0.17 | 5.02 | -0.84 | -0.66 | -0.80 | 2.38 | -1.02 | -0.82 | 1.64 | -1.70 | -1.59 |
| Standard Deviation(%) | NA | 19.11 | 23.69 | 24.06 | 21.58 | NA | NA | 22.87 | 14.92 | 27.98 | 29.84 | 28.45 | 17.93 | 26.25 | 15.62 | 16.53 | 21.61 | 15.36 | 17.68 | 15.97 | 25.52 | 19.69 | 30.39 | 38.03 | 28.02 | 15.76 | 14.30 | 18.69 | 16.02 | 15.94 | 23.84 | 28.62 | 22.60 | 36.37 | 31.50 | 14.67 | 10.55 | 12.69 |
| Draw Down(%) | NA | 17.94 | 57.32 | 57.32 | 57.32 | NA | NA | 71.68 | 6.95 | 37.77 | 43.10 | 28.54 | 16.76 | 40.21 | 11.00 | 15.25 | 32.38 | 12.30 | 16.23 | 19.80 | 34.15 | 16.31 | 18.06 | 62.55 | 21.62 | 18.36 | 9.60 | 24.15 | 10.97 | 27.16 | 34.36 | 34.96 | 19.49 | 52.61 | 43.23 | 10.29 | 16.57 | 22.85 |
| Yield(%) | 0.00 | 108.67 | 25.55 | 17.41 | 10.12 | 6.99 | 11.53 | 4.95 | 110.94 | 3.10 | 12.68 | 2.04 | 1.37 | 1.88 | 0.15 | 0.17 | 1.05 | 0.00 | 0.25 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 29.98 | 1.98 | 2.91 | 2.29 | 1.36 | 0.00 | 0.00 | 0.99 | 0.00 | 0.52 | 0.62 | 1.66 | 1.58 | 0.61 |
Data as of 09/12/2023, AR inception is 03/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCOX (CHINA REGION FUND CHINA REGION FUND) |
-24.49%
Aug 1995 - Aug 1998 |
-15.88%
Sep 1997 - Sep 2002 |
-3.17%
Aug 1994 - Aug 2004 |
-6.50%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCOX (CHINA REGION FUND CHINA REGION FUND) |
48.16%
Oct 2004 - Oct 2007 |
41.32%
Oct 2002 - Oct 2007 |
14.54%
Aug 1998 - Aug 2008 |
10.53%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart