Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDGLY (Comfortdelgro Corporation Ltd ADR) | 2.19% | -10.98% | 10.27% | 0.01% | -2.94% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDGLY (Comfortdelgro Corporation Ltd ADR) | 02/23/2015 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.67 | -10.98 | 10.27 | 0.01 | -2.94 | NA | NA | … | … | 2.19 | -11.09 | 17.56 | 20.75 | -8.01 | -7.80 | -26.81 | 13.19 | 1.49 | -20.21 | 2.13 | 4.24 |
| Sharpe Ratio | NA | -0.25 | 0.12 | -0.05 | -0.12 | NA | NA | … | … | 0.05 | -0.20 | 0.32 | 0.56 | -0.83 | -0.59 | -0.71 | 0.76 | 0.01 | -0.65 | 0.16 | 0.28 |
| Standard Deviation(%) | NA | 85.34 | 62.04 | 48.75 | 38.87 | NA | NA | … | … | 93.37 | 71.43 | 43.89 | 30.98 | 11.46 | 13.31 | 38.09 | 15.47 | 21.32 | 32.29 | 12.15 | 17.81 |
| Draw Down(%) | NA | 24.87 | 24.87 | 28.90 | 47.85 | NA | NA | … | … | 22.88 | 24.87 | 17.63 | 9.52 | 11.42 | 15.66 | 31.51 | 6.21 | 10.63 | 25.32 | 5.85 | 14.90 |
| Yield(%) | 0.00 | 5.65 | 6.76 | 4.09 | 2.83 | 2.21 | 1.66 | … | … | 3.60 | 5.32 | 5.17 | 5.65 | 3.40 | 2.26 | 4.47 | 4.91 | 4.75 | 3.51 | 3.13 | 2.92 |
Data as of 06/08/2026, Common starting date is 02/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDGLY (Comfortdelgro Corporation Ltd ADR) |
-17.14%
Feb 2020 – Feb 2023 |
-9.63%
Apr 2015 – Apr 2020 |
-3.15%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDGLY (Comfortdelgro Corporation Ltd ADR) |
19.35%
Mar 2023 – Mar 2026 |
6.21%
May 2020 – May 2025 |
-0.43%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart