Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XIACY (Xiaomi Corp ADR) -30.92% -49.74% 36.05% 3.43% NA NA NA
Data as of 06/05/2026, Common starting date is 02/18/2021
More Performance Analytics Comparison
Name Start Date End Date
XIACY (Xiaomi Corp ADR) 02/18/2021 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -2.68 -49.74 36.05 3.43 NA NA NA -30.92 17.57 119.86 45.64 -42.38 -13.28
Sharpe Ratio NA -1.23 0.77 0.03 NA NA NA -1.50 0.28 2.56 1.03 -0.83 -0.36
Standard Deviation(%) NA 38.97 45.91 47.05 NA NA NA 39.58 52.68 44.75 40.45 53.15 66.85
Draw Down(%) NA 54.71 54.71 70.71 NA NA NA 31.81 39.82 23.15 26.97 55.52 30.01
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 02/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XIACY (Xiaomi Corp ADR) -16.21%
Jun 2021 – Jun 2024
3.99%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XIACY (Xiaomi Corp ADR) 84.00%
Sep 2022 – Sep 2025
3.99%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return