Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTKLY (VTech Holdings Ltd ADR) | -15.04% | 7.58% | 12.79% | 1.36% | 3.16% | 3.66% | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/11/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTKLY (VTech Holdings Ltd ADR) | 05/11/2011 | 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.97 | 7.58 | 12.79 | 1.36 | 3.16 | 3.66 | NA | … | … | -15.04 | 27.87 | 24.94 | 3.02 | -9.46 | 10.71 | -16.27 | 31.58 | -33.11 | 4.45 | 33.77 | -22.98 | 17.69 | 21.29 | 15.23 | -6.59 |
| Sharpe Ratio | NA | 0.23 | 0.32 | 0.00 | 0.06 | NA | NA | … | … | -0.39 | 0.65 | 0.75 | -0.02 | -0.33 | 0.33 | -0.40 | 0.80 | -1.34 | 0.14 | 1.29 | -0.96 | 0.90 | 0.80 | 0.67 | -0.19 |
| Standard Deviation(%) | NA | 49.82 | 37.72 | 35.62 | 34.15 | NA | NA | … | … | 62.92 | 38.33 | 28.35 | 27.00 | 33.55 | 32.33 | 40.72 | 37.46 | 25.78 | 27.60 | 26.04 | 23.90 | 19.71 | 26.67 | 22.79 | 52.31 |
| Draw Down(%) | NA | 25.58 | 25.58 | 45.42 | 58.34 | NA | NA | … | … | 25.58 | 24.86 | 16.33 | 21.40 | 31.77 | 31.41 | 45.49 | 24.23 | 39.18 | 17.59 | 19.61 | 30.05 | 15.50 | 14.63 | 18.06 | 34.90 |
| Yield(%) | 0.00 | 8.87 | 9.81 | 6.77 | 6.01 | 5.87 | 4.39 | … | … | 0.00 | 9.06 | 10.74 | 9.04 | 8.60 | 11.53 | 5.34 | 8.16 | 6.01 | 5.28 | 4.23 | 5.45 | 6.15 | 6.97 | 6.12 | 6.61 |
Data as of 06/10/2026, Common starting date is 05/11/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTKLY (VTech Holdings Ltd ADR) |
-22.70%
Jun 2017 – Jun 2020 |
-11.17%
Oct 2017 – Oct 2022 |
-1.97%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTKLY (VTech Holdings Ltd ADR) |
28.08%
Feb 2023 – Feb 2026 |
17.27%
Aug 2020 – Aug 2025 |
5.88%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart