Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHFFY (China Everbright International Ltd ADR) | -4.59% | 61.56% | 21.99% | 6.73% | -0.56% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHFFY (China Everbright International Ltd ADR) | 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 (%) | 0.00 | 61.56 | 21.99 | 6.73 | -0.56 | NA | NA | … | … | -4.59 | 69.28 | 34.32 | -21.23 | -35.40 | 43.07 | -22.46 | -12.90 | -29.71 | 26.56 | -25.87 | 16.92 |
| Sharpe Ratio | NA | 1.48 | 0.27 | 0.05 | -0.02 | NA | NA | … | … | -0.45 | 1.47 | 0.28 | -0.44 | -0.33 | 0.43 | -0.37 | -0.20 | -0.48 | 0.73 | -0.46 | 1.80 |
| Standard Deviation(%) | NA | 42.82 | 72.44 | 87.75 | 75.61 | NA | NA | … | … | 29.52 | 45.47 | 111.18 | 56.70 | 110.82 | 100.12 | 61.17 | 72.70 | 65.40 | 35.57 | 57.23 | 33.65 |
| Draw Down(%) | NA | 14.35 | 23.37 | 57.72 | 72.91 | NA | NA | … | … | 14.35 | 11.76 | 21.77 | 31.32 | 54.73 | 33.82 | 38.17 | 36.02 | 47.70 | 20.69 | 30.81 | 3.29 |
| Yield(%) | 0.00 | 4.65 | 4.80 | 4.31 | 2.89 | 1.67 | 1.26 | … | … | 0.00 | 7.23 | 3.17 | 6.51 | 5.16 | 8.11 | 4.57 | 3.50 | 3.46 | 2.91 | 1.65 | 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 |
|---|---|---|---|---|
| CHFFY (China Everbright International Ltd ADR) |
-24.74%
Mar 2017 – Mar 2020 |
-19.57%
Oct 2017 – Oct 2022 |
-3.66%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHFFY (China Everbright International Ltd ADR) |
27.12%
Apr 2023 – Apr 2026 |
10.60%
Nov 2020 – Nov 2025 |
0.16%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart