Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAOYF (China Aoyuan Group Limited) | NA | 0.00% | -34.17% | -19.18% | 36.85% | 30.08% | NA | … | … |
Data as of 11/15/2023, Common starting date is 01/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAOYF (China Aoyuan Group Limited) | 01/24/2008 | 11/15/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -34.17 | -19.18 | 36.85 | 30.08 | NA | … | … | 0.00 | -71.48 | 0.00 | 0.00 | 0.00 | 31.10 | 191.05 | 0.00 | 46.15 | -31.58 | 26.67 | 42.86 | -40.00 | -32.95 | 137.27 | -73.81 |
| Sharpe Ratio | NA | 0.00 | -0.50 | -0.40 | 0.00 | NA | NA | … | … | 0.00 | -0.58 | 0.00 | 0.00 | 0.00 | 0.29 | 2.79 | 0.00 | 1.72 | -1.09 | 0.94 | 1.05 | -0.78 | -0.62 | 1.59 | -0.81 |
| Standard Deviation(%) | NA | NA | 72.47 | 59.16 | 53.42 | NA | NA | … | … | NA | 125.69 | NA | NA | NA | 211.50 | 76.73 | NA | 26.85 | 29.00 | 28.26 | 41.02 | 51.08 | 53.55 | 86.40 | 94.81 |
| Draw Down(%) | NA | 0.00 | 71.48 | 71.48 | 75.95 | NA | NA | … | … | 0.00 | 71.48 | 0.00 | 0.00 | 0.00 | 15.70 | 2.98 | 0.00 | 0.00 | 31.58 | 8.21 | 4.76 | 40.00 | 40.61 | 0.00 | 75.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.62 | 24.73 | 27.64 | 6.95 | … | … | 0.00 | 0.00 | 0.00 | 10.69 | 7.39 | 0.00 | 11.47 | 55.26 | 101.54 | 42.11 | 27.47 | 6.38 | 2.40 | 6.51 | 0.00 | 10.60 |
Data as of 11/15/2023, Common starting date is 01/24/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAOYF (China Aoyuan Group Limited) |
-34.17%
Jun 2020 – Jun 2023 |
-15.19%
Jul 2018 – Jul 2023 |
42.01%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAOYF (China Aoyuan Group Limited) |
283.13%
Apr 2015 – Apr 2018 |
162.48%
Sep 2012 – Sep 2017 |
69.10%
Oct 2009 – Oct 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart