Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YUEIF (Yue Yuen Industrial (Holdings) Limited) | NA | -12.21% | 9.38% | 5.85% | -1.30% | 5.17% | NA | … | … |
Data as of 06/09/2025, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YUEIF (Yue Yuen Industrial (Holdings) Limited) | 04/06/2010 | 06/09/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.28 | -12.21 | 9.38 | 5.85 | -1.30 | 5.17 | NA | … | … | -28.08 | 112.16 | -13.42 | -6.81 | -19.40 | -20.92 | 2.08 | -17.11 | 22.91 | 17.90 | -2.29 | 14.34 | 2.35 | 28.83 | 8.19 | 27.79 |
| Sharpe Ratio | NA | -0.25 | 0.11 | 0.08 | -0.05 | NA | NA | … | … | -1.02 | 1.62 | -0.42 | -0.17 | -0.59 | -0.36 | 0.01 | -0.20 | 0.71 | 0.64 | -0.10 | 0.70 | 0.05 | 0.87 | 0.13 | 0.88 |
| Standard Deviation(%) | NA | 54.69 | 54.72 | 48.36 | 51.81 | NA | NA | … | … | 55.32 | 65.98 | 42.12 | 47.75 | 33.06 | 58.93 | 47.97 | 90.65 | 31.42 | 27.76 | 22.79 | 20.42 | 44.07 | 33.28 | 61.29 | 44.16 |
| Draw Down(%) | NA | 33.63 | 38.80 | 57.06 | 69.70 | NA | NA | … | … | 33.63 | 27.40 | 32.81 | 35.85 | 38.80 | 49.12 | 27.73 | 61.73 | 13.25 | 21.05 | 14.45 | 11.52 | 29.69 | 22.81 | 33.99 | 22.10 |
| Yield(%) | 0.00 | 0.00 | 5.81 | 3.86 | 4.74 | 8.53 | 5.88 | … | … | 5.08 | 7.99 | 8.45 | 4.94 | 0.00 | 6.33 | 8.00 | 4.90 | 16.85 | 4.54 | 4.26 | 4.16 | 4.38 | 19.42 | 17.02 | 10.97 |
Data as of 06/09/2025, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUEIF (Yue Yuen Industrial (Holdings) Limited) |
-22.33%
Sep 2017 – Sep 2020 |
-16.23%
Jan 2019 – Jan 2024 |
-4.56%
Jan 2014 – Jan 2024 |
4.86%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUEIF (Yue Yuen Industrial (Holdings) Limited) |
21.82%
Jun 2013 – Jun 2016 |
19.57%
May 2010 – May 2015 |
5.81%
Jun 2011 – Jun 2021 |
4.86%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart