Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YZCAY (Yanzhou Coal Mining Company Limited) | 61.81% | 83.88% | 32.82% | 36.56% | 33.66% | 7.69% | 15.62% | … | … |
Data as of 06/04/2026, Common starting date is 04/01/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YZCAY (Yanzhou Coal Mining Company Limited) | 04/01/1998 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.14 | 83.88 | 32.82 | 36.56 | 33.66 | 7.69 | 15.62 | … | … | 61.81 | 17.80 | -11.02 | 18.80 | 57.24 | 166.61 | -3.08 | 42.94 | -28.29 | 78.85 | 46.37 | -45.49 | -8.32 | -42.64 | -14.35 | -28.98 | 42.29 | 203.25 | -60.84 | 141.32 | 28.22 | -53.90 | 37.84 | 161.87 | 34.21 | 16.76 | -2.21 | 92.48 | -50.88 |
| Sharpe Ratio | NA | 1.51 | 0.45 | 0.69 | 0.68 | NA | NA | … | … | 3.67 | 0.35 | -0.34 | 0.35 | 0.98 | 2.63 | -0.08 | 1.25 | -0.53 | 2.33 | 1.09 | -0.82 | -0.22 | -0.95 | -0.34 | -0.53 | 0.88 | 3.29 | -0.67 | 2.28 | 0.74 | -1.00 | 0.66 | 3.32 | 1.02 | 0.24 | -0.08 | 1.20 | -0.90 |
| Standard Deviation(%) | NA | 45.70 | 43.48 | 50.16 | 46.61 | NA | NA | … | … | 45.70 | 42.68 | 42.57 | 43.07 | 57.31 | 63.37 | 40.60 | 33.08 | 56.65 | 33.78 | 42.33 | 55.53 | 38.60 | 44.96 | 42.09 | 54.98 | 47.83 | 61.77 | 92.47 | 60.87 | 33.68 | 56.14 | 56.14 | 48.55 | 32.53 | 60.17 | 75.71 | 74.46 | 71.27 |
| Draw Down(%) | NA | 21.22 | 45.19 | 45.19 | 55.71 | NA | NA | … | … | 21.22 | 18.26 | 35.85 | 30.72 | 36.91 | 32.94 | 27.84 | 26.84 | 55.31 | 21.96 | 21.92 | 65.22 | 31.20 | 61.26 | 45.09 | 54.89 | 31.77 | 41.74 | 81.61 | 31.69 | 37.33 | 59.57 | 44.19 | 23.38 | 26.10 | 48.47 | 45.21 | 40.00 | 70.68 |
| Yield(%) | 0.00 | 8.42 | 11.96 | 15.54 | 26.90 | 2.90 | 13.30 | … | … | 0.00 | 8.93 | 12.39 | 19.63 | 2.89 | 11.68 | 8.96 | 28.21 | 5.99 | 2.52 | 0.46 | 0.35 | 0.36 | 3.15 | 4.04 | 2.86 | 1.43 | 6.60 | 1.25 | 1.16 | 1.37 | 2.26 | 0.59 | 3.16 | 4.06 | 3.51 | 0.00 | 3.91 | 1.02 |
Data as of 06/04/2026, Common starting date is 04/01/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YZCAY (Yanzhou Coal Mining Company Limited) |
-40.32%
May 2011 – May 2014 |
-31.89%
May 2011 – May 2016 |
-7.97%
Apr 2010 – Apr 2020 |
-1.01%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YZCAY (Yanzhou Coal Mining Company Limited) |
83.73%
Aug 2019 – Aug 2022 |
61.01%
Feb 2000 – Feb 2005 |
36.04%
Aug 1998 – Aug 2008 |
20.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart