Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCOZY (China Coal Energy Co Ltd ADR) | 20.44% | 56.94% | 37.84% | 27.05% | 20.13% | 5.46% | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCOZY (China Coal Energy Co Ltd ADR) | 02/09/2010 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 56.94 | 37.84 | 27.05 | 20.13 | 5.46 | NA | … | … | 20.44 | 11.39 | 74.30 | 4.94 | 52.53 | 165.34 | -37.62 | -0.71 | -13.51 | 17.64 | -5.27 | -29.96 | 12.76 | -45.93 | 5.20 | -28.84 | 2.53 |
| Sharpe Ratio | NA | 2.31 | 0.79 | 0.48 | 0.32 | NA | NA | … | … | 2.15 | 0.22 | 1.17 | 0.04 | 0.71 | 1.41 | -0.51 | -0.10 | -0.53 | 0.60 | -0.16 | -0.80 | 0.41 | -1.33 | 0.16 | -0.63 | 0.09 |
| Standard Deviation(%) | NA | 23.46 | 43.59 | 61.09 | 57.54 | NA | NA | … | … | 24.10 | 39.41 | 60.38 | 32.04 | 72.58 | 117.64 | 74.23 | 22.84 | 28.32 | 28.48 | 35.10 | 37.48 | 30.73 | 34.53 | 31.63 | 46.16 | 30.09 |
| Draw Down(%) | NA | 7.55 | 32.61 | 37.72 | 55.36 | NA | NA | … | … | 5.32 | 28.84 | 19.01 | 13.65 | 19.29 | 37.72 | 42.13 | 17.64 | 20.92 | 12.87 | 28.41 | 38.70 | 14.41 | 55.77 | 39.16 | 46.95 | 22.07 |
| Yield(%) | 0.00 | 5.34 | 9.54 | 8.18 | 8.06 | 2.14 | 1.51 | … | … | 0.00 | 4.56 | 13.19 | 6.96 | 7.64 | 8.99 | 4.57 | 2.82 | 1.77 | 1.33 | 0.00 | 0.63 | 2.42 | 3.08 | 3.13 | 1.54 | 1.43 |
Data as of 06/11/2026, Common starting date is 02/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOZY (China Coal Energy Co Ltd ADR) |
-33.04%
Jan 2013 – Jan 2016 |
-24.86%
Jan 2011 – Jan 2016 |
-15.26%
Dec 2010 – Dec 2020 |
1.15%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOZY (China Coal Energy Co Ltd ADR) |
63.99%
Jan 2021 – Jan 2024 |
55.68%
Jan 2021 – Jan 2026 |
23.40%
Mar 2016 – Mar 2026 |
5.49%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart