Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CHRYY (Chorus Ltd ADR) -3.76% 17.73% 8.56% 9.23% 12.33% NA NA
Data as of 06/10/2026, Common starting date is 11/29/2011
More Performance Analytics Comparison
Name Start Date End Date
CHRYY (Chorus Ltd ADR) 11/29/2011 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 2011
Annualized Return (%) 0.21 17.73 8.56 9.23 12.33 NA NA -3.76 27.65 4.93 1.96 10.82 -10.30 42.57 35.10 12.42 15.46 9.69 28.53 75.56 -47.05 6.99 7.84
Sharpe Ratio NA 0.24 0.12 0.18 0.34 NA NA -0.64 0.62 0.04 -0.07 0.27 -0.37 1.18 1.00 0.40 0.65 0.37 0.96 2.56 -1.24 0.22 2.64
Standard Deviation(%) NA 34.83 33.74 32.72 31.14 NA NA 30.04 40.19 32.12 26.04 34.52 28.24 35.57 33.66 27.70 22.74 25.38 29.80 29.51 38.02 31.85 51.97
Draw Down(%) NA 13.76 23.11 23.11 31.71 NA NA 10.51 15.52 14.14 22.23 16.07 31.71 28.38 25.49 11.91 19.28 22.93 33.97 16.25 54.85 22.59 12.02
Yield(%) 0.00 4.04 4.98 5.33 7.19 7.55 5.66 0.00 6.90 5.95 5.06 5.27 3.66 4.52 2.43 6.08 6.44 6.52 0.00 0.00 10.03 5.66 0.00
Data as of 06/10/2026, Common starting date is 11/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CHRYY (Chorus Ltd ADR) -11.26%
Aug 2012 – Aug 2015
3.70%
Nov 2012 – Nov 2017
9.54%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CHRYY (Chorus Ltd ADR) 41.37%
Jan 2014 – Jan 2017
34.61%
Aug 2015 – Aug 2020
20.50%
Jan 2014 – Jan 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return