Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGEGF (CGN New Energy Holdings Co. Ltd) | NA | 6.38% | -12.74% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGEGF (CGN New Energy Holdings Co. Ltd) | 10/14/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.38 | -12.74 | NA | NA | NA | NA | … | … | 6.38 | 6.95 | -41.59 | 257.39 | 15.38 | 0.00 |
| Sharpe Ratio | NA | 0.51 | -0.53 | NA | NA | NA | NA | … | … | 0.80 | 0.45 | -0.88 | 1.71 | 1.06 | 0.00 |
| Standard Deviation(%) | NA | 6.56 | 30.27 | NA | NA | NA | NA | … | … | 7.24 | 7.35 | 51.62 | 150.75 | 14.45 | NA |
| Draw Down(%) | NA | 1.48 | 41.59 | NA | NA | NA | NA | … | … | 0.00 | 1.48 | 41.59 | 21.49 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 6.00 | 3.10 | 10.62 | 5.31 | 3.54 | 2.65 | … | … | 6.00 | 6.50 | 2.17 | 7.17 | 13.33 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGEGF (CGN New Energy Holdings Co. Ltd) |
-13.92%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGEGF (CGN New Energy Holdings Co. Ltd) |
34.04%
Nov 2020 – Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart