Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUHEF (Anhui Expressway Company Limited) | NA | 35.16% | 30.87% | 25.20% | 14.74% | NA | NA | … | … |
Data as of 12/23/2024, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUHEF (Anhui Expressway Company Limited) | 01/06/2010 | 12/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 35.16 | 30.87 | 25.20 | 14.74 | NA | NA | … | … | 35.16 | 33.22 | 24.47 | 69.05 | -14.55 | 6.56 | -11.98 | -5.15 | -5.88 | 41.51 | 24.06 | 43.12 | -19.05 | -36.54 | 71.06 |
| Sharpe Ratio | NA | 0.51 | 0.62 | 0.61 | 0.41 | NA | NA | … | … | 0.52 | 0.76 | 0.56 | 2.24 | -0.63 | 0.37 | -0.37 | -0.65 | -0.44 | 0.94 | 0.67 | 0.87 | -0.59 | -0.73 | 0.53 |
| Standard Deviation(%) | NA | 55.78 | 43.46 | 37.23 | 32.28 | NA | NA | … | … | 56.74 | 38.68 | 41.46 | 30.88 | 23.38 | 14.02 | 35.98 | 8.92 | 13.81 | 43.98 | 35.78 | 49.71 | 32.60 | 50.36 | 137.10 |
| Draw Down(%) | NA | 19.23 | 27.45 | 27.45 | 36.32 | NA | NA | … | … | 19.23 | 12.50 | 27.45 | 0.71 | 22.69 | 6.56 | 25.32 | 7.59 | 10.11 | 11.43 | 14.04 | 27.59 | 32.09 | 42.31 | 35.90 |
| Yield(%) | 0.00 | 0.00 | 11.43 | 11.39 | 8.93 | 8.02 | 6.01 | … | … | 0.00 | 10.81 | 22.86 | 15.59 | 5.26 | 13.11 | 5.48 | 3.75 | 4.49 | 6.06 | 7.55 | 7.14 | 5.45 | 3.45 | 26.67 |
Data as of 12/23/2024, 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 |
|---|---|---|---|---|
| AUHEF (Anhui Expressway Company Limited) |
-11.20%
Apr 2011 – Apr 2014 |
-6.48%
Sep 2015 – Sep 2020 |
-0.79%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUHEF (Anhui Expressway Company Limited) |
44.53%
Sep 2020 – Sep 2023 |
26.59%
Jul 2019 – Jul 2024 |
18.24%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart