Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YUMC (Yum China Holdings, Inc.) | -8.48% | 2.67% | -7.56% | -7.56% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YUMC (Yum China Holdings, Inc.) | 10/18/2016 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 2.67 | -7.56 | -7.56 | NA | NA | NA | … | … | -8.48 | 1.18 | 15.40 | -21.60 | 10.75 | -11.99 | 19.47 | 44.85 | -15.29 | 53.59 | 6.87 |
| Sharpe Ratio | NA | -0.22 | -0.32 | -0.27 | NA | NA | NA | … | … | -0.89 | -0.05 | 0.30 | -0.81 | 0.18 | -0.50 | 0.50 | 1.48 | -0.43 | 1.87 | 1.06 |
| Standard Deviation(%) | NA | 25.52 | 34.76 | 37.44 | NA | NA | NA | … | … | 28.39 | 32.75 | 39.36 | 31.60 | 52.23 | 24.14 | 38.07 | 29.28 | 39.26 | 28.38 | 36.43 |
| Draw Down(%) | NA | 25.89 | 51.43 | 56.49 | NA | NA | NA | … | … | 25.89 | 22.95 | 32.61 | 37.76 | 32.03 | 31.70 | 21.07 | 18.78 | 34.75 | 16.19 | 13.71 |
| Yield(%) | 0.00 | 2.47 | 1.41 | 0.99 | 2.00 | 1.34 | 1.00 | … | … | 1.20 | 2.06 | 1.51 | 0.92 | 0.97 | 0.84 | 0.49 | 1.40 | 1.03 | 0.38 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUMC (Yum China Holdings, Inc.) |
-21.66%
Jun 2021 – Jun 2024 |
-7.44%
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 |
|---|---|---|---|---|
| YUMC (Yum China Holdings, Inc.) |
23.52%
Dec 2016 – Dec 2019 |
15.23%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart