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
LMPMY (Lee & Man Paper Manufacturing Ltd ADR) 10.12% 61.30% 5.92% -12.48% -0.70% 0.32% NA
Data as of 06/05/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
Name Start Date End Date
LMPMY (Lee & Man Paper Manufacturing Ltd ADR) 01/21/2010 06/05/2026
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 2011 2010
Annualized Return (%) -6.09 61.30 5.92 -12.48 -0.70 0.32 NA 10.12 14.12 15.24 -34.27 -35.22 -8.90 9.81 0.93 -23.73 51.16 40.04 3.49 -10.48 5.39 104.76 -58.01 15.20
Sharpe Ratio NA 0.87 0.05 -0.27 -0.04 NA NA 0.40 0.15 0.25 -0.83 -0.69 -0.15 0.13 -0.01 -0.50 1.20 0.91 0.09 -0.47 0.14 2.44 -1.02 0.35
Standard Deviation(%) NA 67.64 58.58 56.47 55.13 NA NA 56.69 74.40 45.64 46.20 53.01 58.97 75.73 38.45 49.97 42.39 43.61 36.92 22.52 38.22 43.41 56.94 45.43
Draw Down(%) NA 27.73 38.24 71.84 75.28 NA NA 27.73 22.76 27.18 47.16 56.24 35.17 32.45 43.62 34.36 25.67 24.69 24.95 23.73 36.02 26.46 60.98 26.29
Yield(%) 0.00 3.56 3.16 1.78 4.39 3.76 2.68 0.00 5.30 5.43 1.62 3.15 5.12 4.01 4.28 4.22 4.60 4.49 3.63 2.69 2.31 3.93 2.00 2.52
Data as of 06/05/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMPMY (Lee & Man Paper Manufacturing Ltd ADR) -33.47%
Feb 2021 – Feb 2024
-20.04%
Oct 2017 – Oct 2022
-5.79%
May 2015 – May 2025
-4.08%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMPMY (Lee & Man Paper Manufacturing Ltd ADR) 38.26%
Apr 2015 – Apr 2018
27.01%
Sep 2012 – Sep 2017
15.03%
Sep 2011 – Sep 2021
1.13%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return