Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHBJF (China CITIC Bank Corporation Limited) | 3.33% | 2.82% | 85.11% | 104.92% | 67.91% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHBJF (China CITIC Bank Corporation Limited) | 06/19/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.82 | 85.11 | 104.92 | 67.91 | NA | NA | … | … | 3.33 | 32.35 | 50.15 | 273.15 | 492.63 | 13.84 | -27.92 | 66.15 | 77.05 | 42.86 | -2.86 | 0.00 | 207.48 | 3.96 | -12.17 |
| Sharpe Ratio | NA | 0.43 | 0.84 | 0.93 | 0.80 | NA | NA | … | … | 0.10 | 0.70 | 1.08 | 2.33 | 2.91 | 0.24 | -0.99 | 1.00 | 1.14 | 0.94 | -0.19 | 0.00 | 2.41 | 0.11 | -0.61 |
| Standard Deviation(%) | NA | 47.23 | 93.80 | 109.43 | 82.68 | NA | NA | … | … | 54.42 | 42.79 | 49.53 | 116.97 | 170.28 | 58.77 | 28.48 | 64.79 | 66.52 | 45.07 | 16.33 | 46.88 | 85.94 | 34.26 | 35.67 |
| Draw Down(%) | NA | 20.00 | 20.75 | 27.78 | 39.04 | NA | NA | … | … | 20.00 | 17.58 | 10.64 | 16.98 | 16.28 | 27.78 | 27.92 | 22.41 | 18.06 | 15.11 | 18.57 | 37.02 | 4.11 | 28.13 | 21.74 |
| Yield(%) | 0.00 | 5.25 | 28.70 | 31.34 | 27.81 | 23.61 | 17.71 | … | … | 0.00 | 7.12 | 0.00 | 94.42 | 89.74 | 10.81 | 5.45 | 43.33 | 52.46 | 35.29 | 0.00 | 0.00 | 60.95 | 3.31 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHBJF (China CITIC Bank Corporation Limited) |
-4.71%
May 2019 – May 2022 |
21.17%
Apr 2015 – Apr 2020 |
47.90%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHBJF (China CITIC Bank Corporation Limited) |
248.86%
Jul 2022 – Jul 2025 |
130.61%
Apr 2021 – Apr 2026 |
74.76%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart