Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWNTY (Want Want China Holdings Ltd) | -17.40% | -15.48% | -1.70% | -3.56% | 0.27% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWNTY (Want Want China Holdings Ltd) | 06/19/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.56 | -15.48 | -1.70 | -3.56 | 0.27 | NA | NA | … | … | -17.40 | 23.26 | -5.37 | -6.78 | -23.79 | 30.95 | -13.88 | 14.81 | 4.33 | 25.82 | -12.61 | -43.12 | -7.54 | 6.08 | 11.30 |
| Sharpe Ratio | NA | -0.50 | -0.07 | -0.09 | -0.02 | NA | NA | … | … | -1.03 | 0.49 | -0.10 | -0.15 | -0.37 | 0.58 | -0.24 | 1.38 | 0.09 | 1.49 | -0.44 | -1.54 | -0.28 | 0.20 | 0.66 |
| Standard Deviation(%) | NA | 36.58 | 69.43 | 65.89 | 52.42 | NA | NA | … | … | 38.56 | 41.71 | 87.45 | 69.50 | 68.63 | 53.07 | 57.67 | 9.66 | 32.16 | 16.92 | 29.08 | 28.11 | 26.61 | 30.85 | 33.73 |
| Draw Down(%) | NA | 33.81 | 33.81 | 46.55 | 46.55 | NA | NA | … | … | 24.24 | 24.62 | 24.75 | 17.90 | 39.10 | 13.68 | 29.41 | 1.69 | 21.07 | 9.67 | 23.94 | 44.71 | 26.55 | 18.60 | 12.62 |
| Yield(%) | 0.00 | 3.15 | 3.92 | 3.33 | 3.14 | 1.72 | 1.29 | … | … | 0.00 | 3.80 | 5.46 | 3.15 | 3.82 | 3.09 | 3.50 | 1.45 | 3.48 | 3.35 | 2.45 | 1.40 | 2.27 | 2.12 | 0.65 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWNTY (Want Want China Holdings Ltd) |
-23.93%
Sep 2013 – Sep 2016 |
-11.75%
Nov 2012 – Nov 2017 |
-7.09%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWNTY (Want Want China Holdings Ltd) |
14.65%
Dec 2016 – Dec 2019 |
11.22%
Jan 2017 – Jan 2022 |
2.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart