Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBAT (CBAK Energy Technology, Inc.) | -13.10% | -31.13% | -15.27% | -31.27% | -12.64% | -13.15% | -18.96% | … | … |
Data as of 06/09/2026, Common starting date is 02/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBAT (CBAK Energy Technology, Inc.) | 02/14/2005 | 06/09/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.59 | -31.13 | -15.27 | -31.27 | -12.64 | -13.15 | -18.96 | … | … | -13.10 | -8.51 | 1.90 | 6.06 | -36.54 | -69.17 | 340.00 | 202.63 | -74.32 | 4.96 | -49.82 | 51.89 | -16.67 | 39.62 | -49.52 | -67.36 | -30.58 | 71.60 | -74.08 | -4.14 | -41.00 | 108.49 | 86.67 | 1,775.00 | -61.90 |
| Sharpe Ratio | NA | -0.65 | -0.26 | -0.48 | -0.15 | NA | NA | … | … | -0.64 | -0.21 | -0.06 | 0.03 | -0.51 | -0.76 | 1.96 | 2.00 | -0.98 | -0.18 | -1.22 | 0.41 | -0.38 | 0.22 | -0.64 | -1.28 | -0.88 | 0.48 | -0.88 | -0.29 | -0.80 | 1.54 | 0.07 | 4.12 | -0.07 |
| Standard Deviation(%) | NA | 53.83 | 63.05 | 68.49 | 91.81 | NA | NA | … | … | 51.03 | 56.01 | 75.47 | 57.54 | 74.16 | 91.65 | 172.47 | 89.62 | 98.10 | 77.55 | 68.41 | 81.96 | 93.66 | 98.05 | 107.56 | 66.97 | 55.84 | 109.67 | 106.06 | 90.58 | 79.21 | 68.86 | 534.84 | 2,163.40 | 1,727.68 |
| Draw Down(%) | NA | 41.46 | 66.14 | 87.20 | 94.34 | NA | NA | … | … | 30.77 | 38.46 | 58.73 | 46.10 | 39.62 | 82.70 | 66.96 | 64.71 | 81.18 | 30.95 | 59.42 | 66.17 | 59.87 | 64.44 | 72.92 | 69.27 | 55.23 | 56.16 | 80.64 | 59.41 | 64.32 | 34.12 | 66.67 | 0.00 | 84.31 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAT (CBAK Energy Technology, Inc.) |
-59.86%
Apr 2010 – Apr 2013 |
-48.87%
Apr 2008 – Apr 2013 |
-31.06%
Sep 2009 – Sep 2019 |
-25.44%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAT (CBAK Energy Technology, Inc.) |
74.53%
Aug 2018 – Aug 2021 |
29.64%
Jan 2016 – Jan 2021 |
2.23%
Apr 2013 – Apr 2023 |
-9.73%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart