Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEGIY (Hengan International Group Company Ltd ADR) | -6.97% | 23.37% | -4.55% | -8.90% | -5.28% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEGIY (Hengan International Group Company Ltd ADR) | 03/19/2013 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.26 | 23.37 | -4.55 | -8.90 | -5.28 | NA | NA | … | … | -6.97 | 32.67 | -17.48 | -26.34 | 7.90 | -22.86 | 3.85 | 2.52 | -33.01 | 65.79 | -21.38 | -8.26 | -10.00 | 22.27 |
| Sharpe Ratio | NA | 0.73 | -0.36 | -0.50 | -0.26 | NA | NA | … | … | -1.44 | 1.41 | -0.72 | -1.37 | 0.26 | -0.92 | 0.12 | 0.04 | -0.94 | 2.57 | -0.73 | -0.28 | -0.56 | 1.20 |
| Standard Deviation(%) | NA | 18.85 | 24.50 | 24.48 | 27.17 | NA | NA | … | … | 19.57 | 21.16 | 29.43 | 22.01 | 25.05 | 24.77 | 30.34 | 27.93 | 36.63 | 25.46 | 29.41 | 29.31 | 17.98 | 24.13 |
| Draw Down(%) | NA | 16.83 | 37.38 | 55.93 | 68.00 | NA | NA | … | … | 16.83 | 14.46 | 23.56 | 40.72 | 26.45 | 32.88 | 24.92 | 30.00 | 39.39 | 11.87 | 25.48 | 28.49 | 16.40 | 15.01 |
| Yield(%) | 0.00 | 7.17 | 4.39 | 3.10 | 3.01 | 2.46 | 1.84 | … | … | 2.83 | 6.82 | 5.41 | 3.82 | 4.11 | 4.91 | 4.91 | 4.37 | 2.97 | 4.26 | 3.73 | 2.59 | 2.06 | 2.35 |
Data as of 06/10/2026, Common starting date is 03/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEGIY (Hengan International Group Company Ltd ADR) |
-20.44%
Jan 2021 – Jan 2024 |
-17.07%
Apr 2020 – Apr 2025 |
-10.26%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEGIY (Hengan International Group Company Ltd ADR) |
10.11%
Apr 2017 – Apr 2020 |
1.27%
Feb 2016 – Feb 2021 |
-2.70%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart