Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YSHLF (Yangzijiang Shipbuilding (Holdings) Ltd) | 0.46% | 69.92% | 45.37% | 35.71% | 19.90% | 9.15% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YSHLF (Yangzijiang Shipbuilding (Holdings) Ltd) | 06/04/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.41 | 69.92 | 45.37 | 35.71 | 19.90 | 9.15 | NA | … | … | 0.46 | 33.66 | 100.72 | 9.51 | 5.51 | 56.52 | -13.98 | -7.61 | -12.21 | 99.49 | -32.45 | 1.57 | 5.83 | 30.20 | 9.26 | -51.77 | 80.59 | 188.00 | -78.13 | 18.18 |
| Sharpe Ratio | NA | 1.60 | 0.97 | 0.60 | 0.33 | NA | NA | … | … | -0.03 | 0.69 | 2.22 | 0.18 | 0.06 | 0.68 | -0.18 | -0.23 | -0.22 | 2.59 | -0.89 | 0.07 | 0.32 | 0.99 | 0.24 | -1.08 | 1.96 | 3.09 | -0.74 | 0.52 |
| Standard Deviation(%) | NA | 42.05 | 43.57 | 55.28 | 55.32 | NA | NA | … | … | 51.58 | 44.55 | 43.73 | 32.10 | 66.78 | 82.65 | 76.93 | 38.84 | 61.29 | 38.39 | 36.79 | 21.45 | 18.42 | 30.45 | 38.22 | 48.03 | 41.09 | 60.71 | 106.12 | 58.58 |
| Draw Down(%) | NA | 24.86 | 40.08 | 51.72 | 51.72 | NA | NA | … | … | 24.86 | 40.08 | 15.18 | 21.37 | 48.50 | 29.69 | 41.75 | 35.19 | 40.00 | 4.88 | 39.56 | 14.56 | 9.47 | 17.33 | 36.22 | 62.01 | 20.00 | 33.33 | 87.26 | 28.33 |
| Yield(%) | 0.00 | 9.71 | 7.36 | 8.15 | 7.16 | 3.29 | 3.06 | … | … | 5.83 | 0.00 | 4.53 | 4.08 | 3.50 | 4.41 | 3.61 | 5.32 | 2.73 | 5.26 | 3.41 | 4.44 | 4.49 | 5.56 | 5.80 | 2.72 | 3.45 | 3.23 | 1.44 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YSHLF (Yangzijiang Shipbuilding (Holdings) Ltd) |
-14.40%
Oct 2013 – Oct 2016 |
-12.89%
Oct 2007 – Oct 2012 |
-3.69%
Jan 2011 – Jan 2021 |
-0.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YSHLF (Yangzijiang Shipbuilding (Holdings) Ltd) |
66.48%
Feb 2009 – Feb 2012 |
42.70%
Apr 2021 – Apr 2026 |
21.65%
Apr 2016 – Apr 2026 |
15.86%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart