Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGMBF (China Minsheng Banking Corp. Ltd) | NA | 32.42% | 98.18% | 59.08% | 44.65% | NA | NA | … | … |
Data as of 12/27/2024, Common starting date is 06/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGMBF (China Minsheng Banking Corp. Ltd) | 06/25/2013 | 12/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.60 | 32.42 | 98.18 | 59.08 | 44.65 | NA | NA | … | … | 32.42 | 139.38 | 145.54 | -21.01 | -27.80 | 10.60 | -24.86 | -4.46 | 12.00 | 3.09 | 22.53 | 0.00 |
| Sharpe Ratio | NA | 0.87 | 1.08 | 0.71 | 0.69 | NA | NA | … | … | 0.88 | 1.40 | 1.51 | -0.49 | -1.16 | 0.45 | -0.96 | -0.34 | 0.44 | 0.07 | 1.03 | 0.00 |
| Standard Deviation(%) | NA | 29.54 | 87.26 | 79.58 | 64.62 | NA | NA | … | … | 29.77 | 97.57 | 96.23 | 42.62 | 24.15 | 20.65 | 27.25 | 15.21 | 26.72 | 42.53 | 21.79 | NA |
| Draw Down(%) | NA | 5.71 | 30.95 | 45.98 | 45.98 | NA | NA | … | … | 5.71 | 22.62 | 30.95 | 39.80 | 27.80 | 17.95 | 30.11 | 15.18 | 13.95 | 37.50 | 6.80 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 48.37 | 27.65 | 26.74 | 22.75 | 17.06 | … | … | 0.00 | 77.14 | 74.05 | 5.61 | 53.98 | 58.21 | 10.49 | 17.14 | 40.80 | 14.85 | 25.77 | 0.00 |
Data as of 12/27/2024, Common starting date is 06/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGMBF (China Minsheng Banking Corp. Ltd) |
9.15%
Jun 2015 – Jun 2018 |
19.67%
Dec 2016 – Dec 2021 |
45.79%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGMBF (China Minsheng Banking Corp. Ltd) |
115.53%
Jun 2020 – Jun 2023 |
83.85%
Jul 2018 – Jul 2023 |
53.73%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart