Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSUAY (China Shenhua Energy Co Ltd) | 15.96% | 44.66% | 32.00% | 34.33% | 25.38% | 9.81% | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSUAY (China Shenhua Energy Co Ltd) | 01/21/2010 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.83 | 44.66 | 32.00 | 34.33 | 25.38 | 9.81 | NA | … | … | 15.96 | 28.25 | 34.09 | 34.16 | 38.64 | 43.32 | -0.95 | 2.54 | -11.89 | 68.17 | 22.33 | -44.93 | -0.46 | -25.56 | 8.42 | 6.46 | -7.91 |
| Sharpe Ratio | NA | 1.31 | 0.95 | 0.98 | 0.74 | NA | NA | … | … | 1.14 | 0.73 | 0.91 | 1.27 | 1.05 | 1.34 | -0.04 | 0.04 | -0.38 | 2.26 | 0.59 | -1.20 | -0.02 | -0.73 | 0.17 | 0.15 | -0.24 |
| Standard Deviation(%) | NA | 36.89 | 32.05 | 32.84 | 31.93 | NA | NA | … | … | 34.45 | 34.67 | 33.30 | 24.18 | 35.66 | 32.33 | 33.43 | 24.22 | 35.33 | 29.98 | 37.57 | 37.45 | 27.22 | 34.84 | 50.62 | 42.17 | 35.11 |
| Draw Down(%) | NA | 13.39 | 24.12 | 24.12 | 44.06 | NA | NA | … | … | 13.19 | 14.64 | 21.32 | 14.35 | 20.42 | 16.67 | 25.29 | 23.96 | 31.65 | 10.19 | 19.51 | 49.43 | 22.30 | 45.17 | 30.30 | 32.47 | 24.89 |
| Yield(%) | 0.00 | 10.27 | 11.30 | 15.78 | 17.16 | 4.79 | 3.79 | … | … | 0.00 | 10.80 | 8.95 | 12.39 | 15.83 | 15.23 | 8.33 | 6.08 | 5.25 | 22.76 | 3.40 | 4.14 | 4.84 | 3.37 | 3.15 | 2.67 | 1.69 |
Data as of 06/11/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSUAY (China Shenhua Energy Co Ltd) |
-26.21%
Jan 2013 – Jan 2016 |
-17.00%
May 2011 – May 2016 |
-3.42%
Apr 2010 – Apr 2020 |
6.62%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSUAY (China Shenhua Energy Co Ltd) |
47.71%
May 2021 – May 2024 |
39.07%
Oct 2020 – Oct 2025 |
26.85%
Feb 2016 – Feb 2026 |
10.68%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart