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
CSR_old (CHINA SECURITY & SURVEILLANCE TECHNOLOGY INC.) NA 16.55% 0.88% 4.90% 1.34% 2.63% 3.60%
Data as of 04/09/2024, Common starting date is 10/17/1997
More Performance Analytics Comparison
Name Start Date End Date
CSR_old (CHINA SECURITY & SURVEILLANCE TECHNOLOGY INC.) 10/17/1997 04/09/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 16.55 0.88 4.90 1.34 2.63 3.60
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 5.31 4.29 4.80 19.48 13.86 12.07
Data as of 04/09/2024, Common starting date is 10/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSR_old (CHINA SECURITY & SURVEILLANCE TECHNOLOGY INC.) -9.44%
Feb 2015 – Feb 2018
-7.58%
Feb 2013 – Feb 2018
-1.14%
Dec 2008 – Dec 2018
1.14%
Oct 2008 – Oct 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSR_old (CHINA SECURITY & SURVEILLANCE TECHNOLOGY INC.) 36.57%
Dec 2018 – Dec 2021
16.42%
Nov 1997 – Nov 2002
11.17%
Sep 1998 – Sep 2008
8.82%
Mar 1998 – Mar 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return