Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPCAY (Cathay Pacific Airways Ltd ADR) | 0.76% | 20.93% | 24.71% | 15.66% | 2.84% | -0.17% | 2.64% | … | … |
Data as of 06/08/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPCAY (Cathay Pacific Airways Ltd ADR) | 11/19/1996 | 06/08/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.84 | 20.93 | 24.71 | 15.66 | 2.84 | -0.17 | 2.64 | … | … | 0.76 | 35.66 | 29.85 | -9.11 | 40.29 | -12.66 | -30.97 | 6.53 | -9.37 | 19.91 | -22.33 | -17.47 | 4.64 | 14.71 | 10.90 | -35.14 | 52.02 | 65.49 | -54.79 | 9.50 | 45.28 | -1.56 | 2.60 | 51.30 | 10.04 | -31.47 | 1.37 | 92.11 | 11.76 | -46.56 | 2.62 |
| Sharpe Ratio | NA | 0.60 | 0.69 | 0.41 | 0.03 | NA | NA | … | … | 0.06 | 0.97 | 0.98 | -0.38 | 0.99 | -0.48 | -0.59 | 0.16 | -0.28 | 0.65 | -0.77 | -0.61 | 0.22 | 0.58 | 0.43 | -1.02 | 1.63 | 1.43 | -0.90 | 0.16 | 1.53 | -0.17 | 0.06 | 1.35 | 0.23 | -0.53 | -0.05 | 1.49 | 0.11 | -0.77 | 0.38 |
| Standard Deviation(%) | NA | 34.64 | 33.20 | 33.26 | 35.17 | NA | NA | … | … | 38.09 | 34.12 | 26.89 | 33.53 | 39.62 | 26.42 | 52.62 | 31.00 | 39.23 | 29.80 | 29.16 | 28.57 | 21.35 | 25.26 | 25.50 | 34.62 | 31.87 | 45.58 | 61.46 | 40.48 | 27.46 | 21.86 | 29.33 | 37.58 | 38.38 | 64.51 | 55.50 | 59.68 | 78.02 | 64.65 | 59.80 |
| Draw Down(%) | NA | 17.83 | 19.30 | 21.19 | 59.21 | NA | NA | … | … | 17.83 | 19.30 | 12.50 | 21.19 | 20.14 | 21.94 | 51.01 | 31.57 | 32.15 | 16.96 | 27.76 | 36.59 | 18.55 | 21.30 | 24.16 | 45.84 | 13.97 | 29.03 | 65.19 | 23.61 | 12.11 | 17.88 | 20.44 | 28.48 | 23.70 | 60.53 | 31.91 | 22.22 | 39.53 | 65.88 | 14.71 |
| Yield(%) | 0.00 | 1.89 | 5.93 | 3.80 | 1.87 | 1.43 | 2.72 | … | … | 0.00 | 7.46 | 7.89 | 0.00 | 0.00 | 0.00 | 3.40 | 3.49 | 1.24 | 0.00 | 2.48 | 3.11 | 1.60 | 0.96 | 2.53 | 4.42 | 2.98 | 0.00 | 3.09 | 3.02 | 5.84 | 4.29 | 4.35 | 5.48 | 2.11 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPCAY (Cathay Pacific Airways Ltd ADR) |
-22.83%
Oct 2017 – Oct 2020 |
-16.82%
Oct 2015 – Oct 2020 |
-10.36%
Oct 2010 – Oct 2020 |
-5.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPCAY (Cathay Pacific Airways Ltd ADR) |
30.44%
Sep 2001 – Sep 2004 |
24.03%
Sep 2001 – Sep 2006 |
14.84%
Dec 1997 – Dec 2007 |
9.51%
May 1998 – May 2013 |
Annualized Rolling Returns Comparison Chart