Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHPXF (China Pacific Insurance (Group) Co. Ltd) | NA | -17.36% | 16.87% | 29.27% | 14.59% | NA | NA | … | … |
Data as of 06/04/2024, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHPXF (China Pacific Insurance (Group) Co. Ltd) | 04/25/2011 | 06/04/2024 |
| 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.36 | 16.87 | 29.27 | 14.59 | NA | NA | … | … | 0.00 | 118.99 | 28.47 | -31.91 | 4.61 | 15.80 | -24.49 | 58.32 | 16.50 | 18.46 | 2.01 | 20.19 | 37.46 | -39.25 |
| Sharpe Ratio | NA | -1.91 | 0.25 | 0.50 | 0.27 | NA | NA | … | … | 0.00 | 1.90 | 0.42 | -0.65 | 0.09 | 0.20 | -0.97 | 2.09 | 0.30 | 0.40 | 0.19 | 0.63 | 1.04 | -1.16 |
| Standard Deviation(%) | NA | 11.12 | 56.87 | 55.04 | 49.17 | NA | NA | … | … | NA | 61.06 | 64.32 | 49.21 | 46.11 | 72.11 | 26.69 | 27.68 | 53.53 | 46.63 | 10.48 | 31.81 | 36.25 | 44.42 |
| Draw Down(%) | NA | 17.36 | 49.13 | 53.74 | 56.48 | NA | NA | … | … | 0.00 | 17.36 | 26.18 | 48.40 | 38.46 | 43.75 | 29.38 | 10.34 | 24.05 | 35.73 | 7.93 | 15.42 | 12.50 | 42.79 |
| Yield(%) | 0.00 | 0.00 | 17.54 | 24.44 | 11.98 | 7.44 | 5.58 | … | … | 0.00 | 67.55 | 44.06 | 0.52 | 4.36 | 4.00 | 2.52 | 3.23 | 28.10 | 2.22 | 1.67 | 10.61 | 14.23 | 0.00 |
Data as of 06/04/2024, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHPXF (China Pacific Insurance (Group) Co. Ltd) |
-12.25%
Mar 2019 – Mar 2022 |
-5.67%
Nov 2017 – Nov 2022 |
4.58%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHPXF (China Pacific Insurance (Group) Co. Ltd) |
49.33%
May 2020 – May 2023 |
29.27%
May 2019 – May 2024 |
17.65%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart