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
GZUHY (Guangzhou R&F Properties Co Ltd ADR) -59.65% -60.68% -37.95% -48.24% -22.50% NA NA
Data as of 06/08/2026, Common starting date is 08/20/2012
More Performance Analytics Comparison
Name Start Date End Date
GZUHY (Guangzhou R&F Properties Co Ltd ADR) 08/20/2012 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
Annualized Return (%) 0.00 -60.68 -37.95 -48.24 -22.50 NA NA -59.65 -36.31 54.31 -47.39 -41.08 -67.00 -21.61 40.50 -33.13 101.40 47.05 1.07 -16.27 38.08 1.87
Sharpe Ratio NA -0.84 -0.48 -0.62 -0.36 NA NA -0.88 -0.72 0.42 -0.96 -0.61 -0.97 -0.52 0.87 -0.86 1.94 1.91 0.03 -0.61 0.74 0.58
Standard Deviation(%) NA 75.43 86.08 81.16 64.76 NA NA 102.30 55.44 114.35 54.30 70.35 69.06 41.61 45.07 40.15 52.15 24.59 36.22 26.77 51.22 9.06
Draw Down(%) NA 68.81 87.10 96.31 97.35 NA NA 59.65 36.31 49.79 56.23 67.14 69.98 37.83 29.83 42.37 5.09 0.68 28.53 17.64 26.77 3.17
Yield(%) 0.00 0.00 0.00 0.24 8.28 7.58 5.69 0.00 0.00 0.00 0.00 0.00 8.79 9.45 12.35 7.63 11.52 27.20 3.70 5.16 8.39 1.34
Data as of 06/08/2026, Common starting date is 08/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GZUHY (Guangzhou R&F Properties Co Ltd ADR) -54.19%
May 2021 – May 2024
-48.24%
May 2021 – May 2026
-21.53%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GZUHY (Guangzhou R&F Properties Co Ltd ADR) 58.16%
Mar 2015 – Mar 2018
31.29%
Jan 2013 – Jan 2018
-4.94%
Oct 2014 – Oct 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return