Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAOVY (China Overseas Land Investment) | 35.04% | 20.79% | 1.02% | 0.62% | 0.54% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAOVY (China Overseas Land Investment) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.13 | 20.79 | 1.02 | 0.62 | 0.54 | NA | NA | … | … | 35.04 | 0.90 | -7.77 | -30.17 | 17.12 | 16.30 | -41.66 | 19.78 | 13.32 | 20.28 | -21.03 | 21.96 | 6.90 | -3.76 | 29.13 |
| Sharpe Ratio | NA | 0.39 | -0.03 | -0.02 | -0.03 | NA | NA | … | … | 1.69 | -0.05 | -0.22 | -0.96 | 0.28 | 0.47 | -1.21 | 0.61 | 0.28 | 0.66 | -0.65 | 0.54 | 0.21 | -0.13 | 4.00 |
| Standard Deviation(%) | NA | 49.08 | 45.72 | 46.04 | 40.60 | NA | NA | … | … | 54.16 | 40.52 | 51.92 | 35.32 | 56.18 | 34.27 | 34.42 | 30.17 | 43.33 | 29.76 | 32.51 | 40.61 | 32.93 | 30.03 | 22.60 |
| Draw Down(%) | NA | 26.51 | 43.27 | 58.22 | 59.47 | NA | NA | … | … | 26.51 | 21.39 | 35.16 | 40.93 | 42.34 | 22.63 | 44.36 | 20.15 | 28.41 | 19.57 | 27.65 | 35.00 | 20.66 | 27.27 | 5.37 |
| Yield(%) | 0.00 | 4.07 | 3.89 | 4.46 | 3.70 | 3.96 | 2.97 | … | … | 0.00 | 4.49 | 5.69 | 3.65 | 6.38 | 7.13 | 3.30 | 3.86 | 3.27 | 3.72 | 2.97 | 3.63 | 2.28 | 1.74 | 0.95 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CAOVY (China Overseas Land Investment) |
-14.85%
Jan 2022 – Jan 2025 |
-13.41%
Mar 2019 – Mar 2024 |
-4.17%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAOVY (China Overseas Land Investment) |
17.75%
Dec 2016 – Dec 2019 |
12.41%
Jun 2014 – Jun 2019 |
4.14%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart