Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEBCF (China Everbright Bank Company Ltd) | -9.79% | -5.67% | 27.60% | 5.12% | 28.94% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEBCF (China Everbright Bank Company Ltd) | 09/02/2015 | 06/10/2026 |
| 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 (%) | 5.00 | -5.67 | 27.60 | 5.12 | 28.94 | NA | NA | … | … | -9.79 | 30.83 | 25.48 | 52.49 | -46.84 | 6.95 | 6.41 | 57.83 | 89.10 | 29.02 | 141.45 | -4.44 |
| Sharpe Ratio | NA | -0.25 | 0.32 | 0.03 | 0.54 | NA | NA | … | … | -0.73 | 0.62 | 0.45 | 0.98 | -0.69 | 1.03 | 0.99 | 1.23 | 1.51 | 1.12 | 1.89 | -1.64 |
| Standard Deviation(%) | NA | 50.74 | 48.75 | 50.28 | 49.35 | NA | NA | … | … | 44.08 | 45.20 | 48.83 | 50.10 | 69.75 | 6.72 | 6.20 | 45.64 | 58.33 | 25.53 | 74.55 | 7.92 |
| Draw Down(%) | NA | 29.09 | 29.09 | 50.98 | 50.98 | NA | NA | … | … | 24.02 | 29.09 | 18.44 | 23.41 | 50.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.44 |
| Yield(%) | 0.00 | 5.72 | 11.21 | 6.14 | 22.10 | 14.08 | 10.56 | … | … | 3.13 | 6.74 | 7.00 | 10.52 | 5.94 | 6.50 | 6.02 | 36.64 | 49.58 | 22.48 | 51.84 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEBCF (China Everbright Bank Company Ltd) |
-17.53%
Nov 2020 – Nov 2023 |
-5.35%
Jun 2019 – Jun 2024 |
27.99%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEBCF (China Everbright Bank Company Ltd) |
110.28%
Jun 2016 – Jun 2019 |
58.15%
Nov 2015 – Nov 2020 |
31.21%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart