Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZLIOY (ZoomLion) | 18.98% | 38.37% | 34.74% | 2.45% | 20.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZLIOY (ZoomLion) | 08/06/2012 | 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 (%) | -14.14 | 38.37 | 34.74 | 2.45 | 20.09 | NA | NA | … | … | 18.98 | 27.90 | 40.86 | 12.96 | -16.25 | -43.64 | 59.32 | 121.73 | -0.03 | -9.83 | 33.45 | -47.69 | -21.62 | -33.98 | 20.73 |
| Sharpe Ratio | NA | 0.76 | 0.45 | 0.03 | 0.35 | NA | NA | … | … | 1.16 | 0.27 | 0.61 | 0.23 | -0.31 | -0.80 | 1.02 | 2.90 | -0.05 | -0.28 | 0.62 | -0.89 | -0.52 | -0.69 | 1.24 |
| Standard Deviation(%) | NA | 76.68 | 76.03 | 67.98 | 57.84 | NA | NA | … | … | 102.80 | 94.02 | 60.75 | 40.88 | 57.36 | 54.41 | 57.59 | 41.45 | 27.89 | 36.99 | 53.30 | 53.35 | 41.42 | 49.23 | 48.90 |
| Draw Down(%) | NA | 33.38 | 55.35 | 71.01 | 78.31 | NA | NA | … | … | 33.38 | 55.35 | 37.84 | 22.31 | 53.16 | 60.79 | 27.46 | 15.76 | 23.53 | 31.92 | 27.60 | 56.43 | 49.40 | 58.39 | 21.34 |
| Yield(%) | 0.00 | 5.74 | 8.98 | 3.15 | 13.02 | 2.36 | 1.77 | … | … | 0.00 | 6.31 | 8.73 | 9.63 | 7.65 | 4.22 | 4.11 | 9.99 | 7.97 | 4.86 | 6.28 | 1.13 | 2.72 | 2.04 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZLIOY (ZoomLion) |
-40.05%
Jan 2013 – Jan 2016 |
-20.09%
Dec 2012 – Dec 2017 |
-9.05%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZLIOY (ZoomLion) |
67.45%
Mar 2018 – Mar 2021 |
48.61%
Feb 2016 – Feb 2021 |
21.93%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart