Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDCBF (Industrial and Commercial Bank of China) | NA | 42.87% | 23.81% | 10.57% | 9.34% | 6.10% | NA | … | … |
Data as of 12/03/2025, Common starting date is 12/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDCBF (Industrial and Commercial Bank of China) | 12/19/2007 | 12/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 42.87 | 23.81 | 10.57 | 9.34 | 6.10 | NA | … | … | 40.57 | 26.53 | 0.66 | -0.13 | -1.61 | -11.82 | 11.50 | -4.92 | 31.37 | 11.22 | -12.46 | 17.52 | -1.14 | 26.67 | -18.35 | -4.15 | 57.09 | -22.86 | -2.78 |
| Sharpe Ratio | NA | 0.90 | 0.49 | 0.21 | 0.20 | NA | NA | … | … | 0.93 | 0.43 | -0.12 | -0.04 | -0.04 | -0.23 | 0.33 | -0.15 | 0.75 | 0.32 | -0.29 | 0.44 | -0.03 | 0.56 | -0.35 | -0.12 | 1.13 | -0.29 | -1.87 |
| Standard Deviation(%) | NA | 44.43 | 41.24 | 39.12 | 39.72 | NA | NA | … | … | 45.17 | 46.25 | 31.22 | 35.00 | 36.69 | 51.82 | 30.40 | 42.31 | 40.95 | 34.16 | 42.85 | 39.41 | 44.68 | 47.94 | 53.20 | 34.13 | 50.61 | 80.95 | 35.09 |
| Draw Down(%) | NA | 22.08 | 22.08 | 34.76 | 40.71 | NA | NA | … | … | 22.08 | 21.88 | 20.65 | 30.60 | 24.80 | 30.26 | 20.51 | 30.20 | 11.90 | 22.95 | 35.53 | 17.65 | 23.65 | 27.45 | 45.12 | 17.86 | 32.14 | 56.79 | 5.41 |
| Yield(%) | 0.00 | 6.98 | 5.64 | 5.02 | 5.88 | 4.55 | 4.12 | … | … | 6.87 | 0.00 | 7.92 | 7.14 | 6.75 | 4.76 | 5.63 | 4.94 | 4.76 | 6.90 | 5.41 | 5.88 | 5.33 | 4.92 | 4.00 | 2.44 | 3.57 | 2.86 | 0.00 |
Data as of 12/03/2025, Common starting date is 12/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDCBF (Industrial and Commercial Bank of China) |
-8.05%
Jan 2018 – Jan 2021 |
-4.89%
Jan 2018 – Jan 2023 |
2.08%
Sep 2010 – Sep 2020 |
2.56%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDCBF (Industrial and Commercial Bank of China) |
28.77%
Feb 2009 – Feb 2012 |
15.05%
Oct 2008 – Oct 2013 |
12.84%
Feb 2009 – Feb 2019 |
8.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart