Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFELD (China TMK Battery Systems Inc.) | NA | -42.22% | -9.43% | 2.93% | NA | NA | NA | … | … |
Data as of 05/02/2023, Common starting date is 09/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFELD (China TMK Battery Systems Inc.) | 09/27/2017 | 05/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 35.06 | -42.22 | -9.43 | 2.93 | NA | NA | NA | … | … | -32.56 | -51.81 | 220.00 | 0.00 | -77.25 | 386.28 | -24.67 |
| Sharpe Ratio | NA | -0.21 | 0.00 | 0.00 | NA | NA | NA | … | … | -0.37 | -0.17 | 0.67 | 0.00 | -0.32 | 1.31 | -0.18 |
| Standard Deviation(%) | NA | 215.37 | 322.75 | 314.34 | NA | NA | NA | … | … | 193.56 | 319.93 | 346.84 | 374.00 | 243.24 | 284.46 | 401.70 |
| Draw Down(%) | NA | 64.68 | 88.10 | 90.00 | NA | NA | NA | … | … | 64.60 | 60.94 | 88.10 | 50.82 | 77.25 | 52.00 | 43.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/02/2023, Common starting date is 09/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFELD (China TMK Battery Systems Inc.) |
-33.59%
Aug 2018 – Aug 2021 |
-5.77%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFELD (China TMK Battery Systems Inc.) |
21.26%
Jan 2020 – Jan 2023 |
11.27%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart