Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMHHY (China Merchants Port Holdings Co Ltd ADR) | -9.78% | 10.67% | 22.18% | 14.67% | -0.76% | -1.32% | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMHHY (China Merchants Port Holdings Co Ltd ADR) | 12/30/2009 | 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 10.67 | 22.18 | 14.67 | -0.76 | -1.32 | NA | … | … | -9.78 | 32.58 | 27.25 | 42.71 | -34.64 | 49.54 | -27.07 | -20.11 | -24.57 | 18.44 | -16.94 | -8.82 | -5.40 | 16.43 | 13.81 | -22.69 | 22.45 | 3.94 |
| Sharpe Ratio | NA | 0.53 | 0.32 | 0.12 | -0.02 | NA | NA | … | … | -0.26 | 1.07 | 0.49 | 0.48 | -0.44 | 0.53 | -0.16 | -0.73 | -0.91 | 0.66 | -0.61 | -0.27 | -0.31 | 0.58 | 0.41 | -0.56 | 0.57 | NA |
| Standard Deviation(%) | NA | 37.97 | 57.24 | 68.54 | 78.15 | NA | NA | … | … | 50.91 | 27.98 | 47.88 | 81.91 | 82.39 | 94.11 | 173.95 | 29.63 | 28.59 | 27.14 | 28.27 | 33.10 | 17.42 | 28.35 | 34.07 | 40.44 | 39.35 | 0.00 |
| Draw Down(%) | NA | 19.07 | 20.39 | 42.10 | 76.80 | NA | NA | … | … | 14.94 | 10.58 | 16.74 | 20.39 | 42.10 | 21.94 | 53.57 | 36.78 | 38.04 | 27.76 | 18.79 | 33.13 | 17.61 | 22.59 | 22.76 | 49.43 | 25.06 | 0.00 |
| Yield(%) | 3.26 | 10.20 | 9.49 | 5.71 | 2.51 | 2.10 | 2.16 | … | … | 3.01 | 6.77 | 8.52 | 6.20 | 0.00 | 0.00 | 0.00 | 0.00 | 2.73 | 10.89 | 3.06 | 2.73 | 2.51 | 2.52 | 3.64 | 3.20 | 2.03 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMHHY (China Merchants Port Holdings Co Ltd ADR) |
-34.59%
Oct 2017 – Oct 2020 |
-22.07%
Apr 2015 – Apr 2020 |
-10.39%
Oct 2010 – Oct 2020 |
-1.88%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMHHY (China Merchants Port Holdings Co Ltd ADR) |
35.41%
Feb 2023 – Feb 2026 |
25.17%
Dec 2020 – Dec 2025 |
0.65%
Nov 2015 – Nov 2025 |
0.51%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart