Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHZNY (Shenzhen Expressway Co Ltd ADR) | NA | 3.95% | 4.40% | 6.18% | 9.91% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHZNY (Shenzhen Expressway Co Ltd ADR) | 06/19/2012 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.95 | 4.40 | 6.18 | 9.91 | NA | NA | … | … | 3.95 | 19.51 | -8.40 | 2.63 | 15.56 | -9.18 | 28.68 | 5.09 | 55.24 | 0.00 | 0.00 | 71.81 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.23 | 0.08 | 0.33 | 0.50 | NA | NA | … | … | 0.53 | 1.37 | -0.69 | 0.10 | 1.52 | -0.53 | 1.26 | 0.75 | 1.52 | 0.00 | 0.00 | 1.24 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 3.89 | 12.36 | 12.02 | 16.80 | NA | NA | … | … | 4.54 | 11.57 | 17.61 | 12.66 | 10.24 | 17.66 | 21.53 | 4.98 | 36.07 | NA | NA | 57.70 | NA | NA |
| Draw Down(%) | NA | 0.00 | 14.75 | 14.75 | 16.41 | NA | NA | … | … | 0.00 | 0.00 | 14.75 | 7.25 | 0.00 | 15.08 | 7.97 | 0.00 | 0.00 | 0.00 | 0.00 | 8.11 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.82 | 6.18 | 7.04 | 9.22 | 10.34 | 7.76 | … | … | 3.82 | 9.43 | 6.94 | 8.92 | 6.95 | 6.49 | 10.72 | 4.84 | 4.97 | 0.00 | 0.00 | 5.64 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHZNY (Shenzhen Expressway Co Ltd ADR) |
-2.91%
Jun 2019 – Jun 2022 |
0.25%
Jun 2019 – Jun 2024 |
8.57%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHZNY (Shenzhen Expressway Co Ltd ADR) |
37.13%
Apr 2014 – Apr 2017 |
29.89%
Jul 2014 – Jul 2019 |
15.36%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart