Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHKIF (China Southern Airlines Company Limited) | -37.33% | 0.00% | -5.10% | -7.12% | -1.63% | 1.36% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHKIF (China Southern Airlines Company Limited) | 01/03/2011 | 06/09/2026 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.08 | 0.00 | -5.10 | -7.12 | -1.63 | 1.36 | NA | … | … | -37.33 | 30.91 | 15.22 | -26.98 | 5.00 | 5.26 | -18.57 | 12.22 | -38.56 | 85.86 | -29.02 | 91.83 | 18.48 | -10.37 | 6.35 | -15.25 |
| Sharpe Ratio | NA | -0.11 | -0.16 | -0.18 | -0.07 | NA | NA | … | … | -1.32 | 0.35 | 0.11 | -0.58 | 0.11 | 0.09 | -0.25 | 0.30 | -0.69 | 2.01 | -0.77 | 1.27 | 0.72 | -0.27 | 0.22 | -0.31 |
| Standard Deviation(%) | NA | 82.21 | 73.89 | 61.29 | 58.30 | NA | NA | … | … | 56.00 | 82.71 | 78.35 | 53.98 | 33.83 | 58.81 | 75.11 | 36.22 | 58.11 | 42.66 | 37.84 | 72.48 | 25.72 | 38.34 | 28.95 | 49.93 |
| Draw Down(%) | NA | 44.30 | 50.00 | 59.46 | 77.57 | NA | NA | … | … | 44.30 | 36.36 | 34.78 | 51.35 | 26.87 | 38.82 | 50.00 | 42.15 | 60.02 | 19.28 | 29.02 | 51.82 | 8.11 | 28.57 | 20.00 | 33.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.85 | 1.94 | 1.33 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.16 | 1.50 | 2.63 | 1.49 | 1.51 | 1.76 | 12.86 | 6.28 | 0.00 |
Data as of 06/09/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHKIF (China Southern Airlines Company Limited) |
-23.60%
Mar 2021 – Mar 2024 |
-17.46%
Mar 2019 – Mar 2024 |
-10.20%
Jun 2015 – Jun 2025 |
1.64%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHKIF (China Southern Airlines Company Limited) |
49.61%
Apr 2012 – Apr 2015 |
24.37%
Jun 2013 – Jun 2018 |
9.77%
Mar 2011 – Mar 2021 |
5.54%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart