Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZLIOF (Zoomlion Heavy Industry Science and Technology Co. Ltd) | 10.00% | 53.92% | 35.22% | 3.47% | 18.18% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZLIOF (Zoomlion Heavy Industry Science and Technology Co. Ltd) | 04/19/2012 | 06/03/2026 |
| 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 (%) | 0.00 | 53.92 | 35.22 | 3.47 | 18.18 | NA | NA | … | … | 10.00 | 52.22 | 40.59 | 15.96 | -18.53 | -42.14 | 56.12 | 125.71 | -17.78 | 4.55 | 18.42 | -28.70 | -41.90 | -25.84 | 3.45 |
| Sharpe Ratio | NA | 0.49 | 0.44 | 0.04 | 0.33 | NA | NA | … | … | 0.16 | 1.20 | 1.00 | 0.51 | -0.40 | -0.83 | 1.11 | 2.67 | -0.71 | 0.12 | 0.32 | -0.41 | -1.01 | -0.59 | 0.08 |
| Standard Deviation(%) | NA | 102.14 | 72.70 | 61.13 | 50.66 | NA | NA | … | … | 150.62 | 37.29 | 41.14 | 24.38 | 49.98 | 50.70 | 50.00 | 46.56 | 27.23 | 31.99 | 56.19 | 69.39 | 41.59 | 43.67 | 65.68 |
| Draw Down(%) | NA | 50.67 | 50.67 | 68.32 | 77.58 | NA | NA | … | … | 50.67 | 5.59 | 1.78 | 11.67 | 46.45 | 62.26 | 20.69 | 13.89 | 17.78 | 16.67 | 26.83 | 50.64 | 49.44 | 30.63 | 30.14 |
| Yield(%) | 0.00 | 8.97 | 7.19 | 2.74 | 10.73 | 2.69 | 2.01 | … | … | 0.00 | 9.05 | 0.00 | 9.25 | 7.81 | 8.32 | 3.80 | 10.81 | 0.00 | 4.44 | 0.00 | 1.85 | 2.15 | 13.33 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZLIOF (Zoomlion Heavy Industry Science and Technology Co. Ltd) |
-39.06%
Feb 2013 – Feb 2016 |
-20.31%
Jul 2013 – Jul 2018 |
-8.29%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZLIOF (Zoomlion Heavy Industry Science and Technology Co. Ltd) |
63.56%
Mar 2018 – Mar 2021 |
44.82%
Feb 2016 – Feb 2021 |
16.53%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart