Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZTCOF (ZTE Corp-H) | -7.54% | 38.69% | 9.04% | 11.55% | 14.67% | 6.75% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZTCOF (ZTE Corp-H) | 01/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 40.74 | 38.69 | 9.04 | 11.55 | 14.67 | 6.75 | NA | … | … | -7.54 | 55.56 | 26.98 | 8.20 | -15.64 | 12.17 | -15.07 | 62.37 | -49.73 | 122.89 | -3.67 | 39.14 | -3.81 | 28.83 | -38.50 | 5.39 | -39.73 |
| Sharpe Ratio | NA | 0.36 | 0.12 | 0.14 | 0.22 | NA | NA | … | … | -0.33 | 0.57 | 0.28 | 0.09 | -0.32 | 0.22 | -0.21 | 1.18 | -0.68 | 2.49 | -0.07 | 0.60 | -0.08 | 0.52 | -0.59 | 0.10 | -0.55 |
| Standard Deviation(%) | NA | 88.58 | 81.11 | 70.94 | 66.30 | NA | NA | … | … | 78.45 | 94.73 | 83.77 | 48.85 | 53.28 | 54.68 | 71.35 | 51.41 | 75.15 | 49.35 | 58.16 | 65.60 | 47.49 | 55.04 | 66.14 | 54.22 | 72.46 |
| Draw Down(%) | NA | 50.46 | 56.25 | 57.36 | 65.45 | NA | NA | … | … | 34.31 | 44.00 | 43.43 | 50.75 | 42.03 | 35.41 | 51.08 | 30.81 | 64.85 | 20.92 | 46.52 | 48.11 | 19.82 | 27.78 | 56.57 | 42.56 | 54.32 |
| Yield(%) | 0.00 | 0.00 | 1.90 | 4.12 | 7.33 | 2.58 | 1.48 | … | … | 0.00 | 3.11 | 4.27 | 2.54 | 3.64 | 9.17 | 0.88 | 0.00 | 0.00 | 0.00 | 13.04 | 8.42 | 0.00 | 0.00 | 8.06 | 7.46 | 5.15 |
Data as of 06/04/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTCOF (ZTE Corp-H) |
-22.88%
Feb 2010 – Feb 2013 |
-12.21%
May 2011 – May 2016 |
2.93%
Mar 2010 – Mar 2020 |
3.78%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTCOF (ZTE Corp-H) |
49.45%
Oct 2022 – Oct 2025 |
32.53%
Nov 2012 – Nov 2017 |
17.00%
May 2016 – May 2026 |
10.39%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart