Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEICF (Weichai Power Co. Ltd) | NA | 7.91% | -0.73% | 0.14% | 2.51% | 6.08% | NA | … | … |
Data as of 02/06/2025, Common starting date is 04/22/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEICF (Weichai Power Co. Ltd) | 04/22/2009 | 02/06/2025 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.91 | -0.73 | 0.14 | 2.51 | 6.08 | NA | … | … | 20.45 | -10.41 | 27.96 | -29.16 | 3.59 | 1.91 | 100.52 | 3.09 | 67.21 | 29.84 | -74.09 | 0.94 | -5.83 | -1.50 | -14.87 | 123.71 | 269.91 |
| Sharpe Ratio | NA | 0.03 | -0.11 | -0.05 | 0.02 | NA | NA | … | … | NA | -0.39 | 0.67 | -0.61 | 0.06 | 0.04 | 1.84 | 0.04 | 1.35 | 0.71 | -0.91 | 0.03 | -0.13 | -0.02 | -0.18 | 1.77 | 8.51 |
| Standard Deviation(%) | NA | 53.66 | 46.18 | 48.24 | 52.11 | NA | NA | … | … | 0.00 | 45.62 | 35.65 | 49.95 | 59.92 | 42.22 | 53.74 | 41.30 | 49.73 | 41.45 | 81.55 | 33.24 | 46.67 | 78.64 | 84.37 | 69.71 | 64.68 |
| Draw Down(%) | NA | 33.08 | 49.93 | 69.75 | 80.57 | NA | NA | … | … | 0.00 | 33.08 | 24.38 | 49.93 | 47.86 | 20.60 | 23.17 | 23.02 | 16.11 | 23.91 | 77.82 | 21.43 | 42.00 | 55.51 | 44.29 | 20.00 | 10.53 |
| Yield(%) | 0.00 | 2.52 | 2.70 | 2.67 | 2.42 | 6.03 | 14.76 | … | … | 0.00 | 2.52 | 3.76 | 3.45 | 3.50 | 2.04 | 5.88 | 6.60 | 6.02 | 1.92 | 0.94 | 0.50 | 0.40 | 8.02 | 12.59 | 26.32 | 0.00 |
Data as of 02/06/2025, Common starting date is 04/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEICF (Weichai Power Co. Ltd) |
-37.70%
Feb 2013 – Feb 2016 |
-28.97%
Feb 2011 – Feb 2016 |
-3.52%
Oct 2012 – Oct 2022 |
3.91%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEICF (Weichai Power Co. Ltd) |
53.78%
May 2009 – May 2012 |
50.47%
Feb 2016 – Feb 2021 |
12.83%
May 2009 – May 2019 |
11.37%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart