Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YUXXF (Yuexiu Real Estate Investment Trust) | NA | -33.76% | -23.95% | -19.80% | -2.38% | NA | NA | … | … |
Data as of 12/27/2024, Common starting date is 08/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YUXXF (Yuexiu Real Estate Investment Trust) | 08/16/2012 | 12/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -33.76 | -23.95 | -19.80 | -2.38 | NA | NA | … | … | -33.76 | -4.31 | -30.61 | -5.05 | -20.57 | 39.19 | 4.34 | 26.67 | 14.75 | 12.20 | 10.03 | 70.89 | 5.68 |
| Sharpe Ratio | NA | -1.05 | -0.74 | -0.62 | -0.14 | NA | NA | … | … | -1.05 | -0.55 | -0.63 | -0.32 | -0.51 | 1.25 | 0.41 | 2.01 | 1.49 | 0.75 | 1.00 | 2.43 | 0.87 |
| Standard Deviation(%) | NA | 38.35 | 37.85 | 36.11 | 27.88 | NA | NA | … | … | 38.54 | 15.63 | 51.02 | 15.99 | 40.85 | 30.20 | 7.40 | 13.05 | 9.75 | 16.26 | 9.99 | 29.20 | 18.67 |
| Draw Down(%) | NA | 36.80 | 61.64 | 67.90 | 67.90 | NA | NA | … | … | 36.80 | 13.04 | 39.49 | 11.60 | 32.26 | 3.23 | 4.91 | 0.00 | 1.96 | 11.82 | 3.49 | 4.63 | 6.19 |
| Yield(%) | 0.00 | 4.65 | 7.02 | 5.11 | 10.41 | 12.16 | 9.12 | … | … | 4.65 | 8.70 | 13.36 | 7.02 | 7.18 | 31.31 | 6.71 | 7.67 | 7.73 | 7.96 | 7.72 | 54.92 | 0.00 |
Data as of 12/27/2024, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUXXF (Yuexiu Real Estate Investment Trust) |
-26.06%
Nov 2021 – Nov 2024 |
-19.18%
Nov 2019 – Nov 2024 |
-2.00%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUXXF (Yuexiu Real Estate Investment Trust) |
28.25%
Nov 2012 – Nov 2015 |
25.12%
Nov 2012 – Nov 2017 |
9.19%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart