Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HPIFY (Huadian Power International Corporation Limited) | 5.07% | 3.60% | 3.74% | 28.30% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HPIFY (Huadian Power International Corporation Limited) | 01/02/2019 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.60 | 3.74 | 28.30 | NA | NA | NA | … | … | 5.07 | -1.83 | 42.50 | 11.64 | 28.59 | 64.74 | -45.86 | 2.04 |
| Sharpe Ratio | NA | -0.11 | 0.34 | 0.63 | NA | NA | NA | … | … | -0.06 | -0.17 | 1.11 | 0.23 | 0.56 | 1.57 | -0.95 | 0.29 |
| Standard Deviation(%) | NA | 32.09 | 33.91 | 38.94 | NA | NA | NA | … | … | 24.80 | 27.79 | 35.13 | 35.78 | 48.48 | 41.29 | 48.49 | 2.02 |
| Draw Down(%) | NA | 20.86 | 25.87 | 25.87 | NA | NA | NA | … | … | 14.29 | 19.43 | 8.31 | 25.87 | 21.19 | 16.53 | 45.86 | 0.00 |
| Yield(%) | 4.40 | 9.80 | 5.42 | 15.59 | 4.59 | 3.06 | 2.30 | … | … | 4.22 | 5.84 | 8.28 | 7.51 | 11.20 | 15.99 | 4.35 | 2.04 |
Data as of 06/09/2026, Common starting date is 01/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPIFY (Huadian Power International Corporation Limited) |
-5.84%
Jun 2019 – Jun 2022 |
5.49%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPIFY (Huadian Power International Corporation Limited) |
53.31%
Jun 2021 – Jun 2024 |
31.25%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart