Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGLY (WH Group Ltd ADR) | 7.73% | 37.62% | 44.51% | 13.36% | 10.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGLY (WH Group Ltd ADR) | 12/18/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.27 | 37.62 | 44.51 | 13.36 | 10.00 | NA | NA | … | … | 7.73 | 67.96 | 27.80 | 19.41 | -4.23 | -23.18 | -14.67 | 37.96 | -29.59 | 46.29 | 47.03 | 2.00 | 10.00 |
| Sharpe Ratio | NA | 1.36 | 1.45 | 0.40 | 0.26 | NA | NA | … | … | 0.56 | 2.29 | 0.85 | 0.65 | -0.17 | -0.66 | -0.38 | 0.91 | -0.77 | 1.75 | 1.52 | 0.05 | 57.59 |
| Standard Deviation(%) | NA | 28.21 | 28.30 | 29.83 | 33.02 | NA | NA | … | … | 32.06 | 28.55 | 28.33 | 24.34 | 33.38 | 35.11 | 38.72 | 40.22 | 40.49 | 26.16 | 30.82 | 40.80 | 33.22 |
| Draw Down(%) | NA | 16.28 | 16.28 | 44.47 | 52.83 | NA | NA | … | … | 16.28 | 14.40 | 13.53 | 18.98 | 35.19 | 34.94 | 32.30 | 35.22 | 42.86 | 11.89 | 15.05 | 37.83 | 0.00 |
| Yield(%) | 0.00 | 12.53 | 17.27 | 6.86 | 6.03 | 6.39 | 4.79 | … | … | 4.69 | 18.36 | 7.06 | 6.41 | 3.83 | 2.60 | 3.82 | 3.40 | 3.01 | 4.19 | 4.08 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGLY (WH Group Ltd ADR) |
-18.96%
Oct 2019 – Oct 2022 |
-11.13%
Feb 2018 – Feb 2023 |
6.62%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGLY (WH Group Ltd ADR) |
45.45%
May 2023 – May 2026 |
18.04%
Mar 2021 – Mar 2026 |
13.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart