Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BYDDY (BYD Co Ltd ADR) | -9.17% | -37.46% | 1.25% | 4.49% | 19.61% | 18.46% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BYDDY (BYD Co Ltd ADR) | 12/30/2009 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.14 | -37.46 | 1.25 | 4.49 | 19.61 | 18.46 | NA | … | … | -9.17 | 8.02 | 24.81 | 13.04 | -27.14 | 28.04 | 433.18 | -20.95 | -27.68 | 68.61 | -3.24 | 38.92 | -19.43 | 60.23 | 43.26 | -59.98 | -39.20 | 2.15 |
| Sharpe Ratio | NA | -1.00 | 0.00 | 0.09 | 0.39 | NA | NA | … | … | -0.43 | 0.11 | 0.56 | 0.27 | -0.49 | 0.49 | 6.03 | -0.69 | -0.73 | 1.84 | -0.10 | 0.67 | -0.42 | 1.20 | 0.88 | -0.95 | -0.79 | NA |
| Standard Deviation(%) | NA | 37.68 | 39.96 | 45.76 | 46.83 | NA | NA | … | … | 42.59 | 45.12 | 37.83 | 35.18 | 59.06 | 57.69 | 71.24 | 32.64 | 40.01 | 37.11 | 35.30 | 57.83 | 46.36 | 50.34 | 49.52 | 63.20 | 50.01 | 0.00 |
| Draw Down(%) | NA | 37.88 | 42.32 | 48.14 | 58.12 | NA | NA | … | … | 21.53 | 38.99 | 21.31 | 29.28 | 48.14 | 48.94 | 35.24 | 36.29 | 47.11 | 22.51 | 28.59 | 50.60 | 50.79 | 32.76 | 55.31 | 74.09 | 50.66 | 0.00 |
| Yield(%) | 0.00 | 1.03 | 1.17 | 0.85 | 2.28 | 3.23 | 0.81 | … | … | 0.00 | 1.65 | 1.60 | 0.65 | 0.05 | 0.08 | 0.17 | 0.49 | 0.22 | 0.47 | 1.05 | 0.00 | 0.21 | 0.00 | 0.00 | 0.00 | 0.55 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYDDY (BYD Co Ltd ADR) |
-31.85%
Mar 2010 – Mar 2013 |
-12.88%
Jan 2010 – Jan 2015 |
-5.97%
Mar 2010 – Mar 2020 |
11.44%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYDDY (BYD Co Ltd ADR) |
88.49%
Jun 2019 – Jun 2022 |
58.06%
Mar 2020 – Mar 2025 |
36.32%
Jul 2012 – Jul 2022 |
17.71%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart