Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBUMY (China National Building Material Co Ltd ADR) | 2.24% | 36.91% | 4.58% | -8.34% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBUMY (China National Building Material Co Ltd ADR) | 02/21/2017 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.46 | 36.91 | 4.58 | -8.34 | NA | NA | NA | … | … | 2.24 | 37.85 | 15.52 | -43.73 | -26.54 | 7.65 | 10.91 | 68.02 | -5.29 | 9.70 |
| Sharpe Ratio | NA | 0.72 | 0.08 | -0.15 | NA | NA | NA | … | … | 0.70 | 0.51 | 0.14 | -0.84 | -0.41 | 0.18 | 0.21 | 1.78 | -0.11 | 0.31 |
| Standard Deviation(%) | NA | 66.39 | 66.92 | 65.03 | NA | NA | NA | … | … | 38.30 | 69.05 | 83.23 | 57.04 | 69.16 | 43.19 | 50.10 | 37.46 | 60.25 | 34.87 |
| Draw Down(%) | NA | 25.48 | 56.28 | 79.59 | NA | NA | NA | … | … | 16.78 | 25.48 | 42.71 | 55.09 | 56.83 | 34.78 | 35.31 | 21.16 | 47.34 | 22.09 |
| Yield(%) | 0.00 | 4.91 | 4.12 | 3.75 | 5.96 | 3.97 | 2.98 | … | … | 3.67 | 4.78 | 7.49 | 6.25 | 8.84 | 6.18 | 4.21 | 4.05 | 2.10 | 0.90 |
Data as of 06/11/2026, Common starting date is 02/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBUMY (China National Building Material Co Ltd ADR) |
-35.29%
Aug 2021 – Aug 2024 |
-13.42%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBUMY (China National Building Material Co Ltd ADR) |
42.81%
Jul 2017 – Jul 2020 |
19.60%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart