Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPHCX (EP CHINA FUND CLASS A) | NA | -5.92% | 3.83% | -1.37% | NA | NA | NA | … | … |
Data as of 01/25/2016, Common starting date is 08/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPHCX (EP CHINA FUND CLASS A) | 08/07/2009 | 01/25/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.92 | 3.83 | -1.37 | NA | NA | NA | … | … | 0.00 | -2.55 | -2.41 | 18.96 | 16.99 | -36.58 | 21.11 | 20.30 |
| Sharpe Ratio | NA | -0.31 | 0.23 | -0.18 | NA | NA | NA | … | … | 0.00 | -0.14 | -0.19 | 1.40 | 1.18 | -1.63 | 0.97 | 3.03 |
| Standard Deviation(%) | NA | 18.59 | 15.37 | 17.00 | NA | NA | NA | … | … | NA | 18.72 | 12.93 | 13.48 | 14.43 | 22.50 | 21.75 | 19.35 |
| Draw Down(%) | NA | 27.05 | 27.05 | 38.77 | NA | NA | NA | … | … | 0.00 | 27.05 | 8.86 | 13.14 | 13.94 | 39.22 | 17.35 | 6.00 |
| Yield(%) | 0.00 | 0.00 | 0.32 | 1.17 | 1.06 | 0.71 | 0.53 | … | … | 0.00 | 0.00 | 0.33 | 0.58 | 1.02 | 4.29 | 1.86 | 0.00 |
Data as of 01/25/2016, Common starting date is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPHCX (EP CHINA FUND CLASS A) |
-3.54%
Apr 2011 – Apr 2014 |
-1.80%
Dec 2010 – Dec 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPHCX (EP CHINA FUND CLASS A) |
15.18%
May 2012 – May 2015 |
6.61%
May 2010 – May 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart