Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZHEXF (Zhejiang Expressway Co. Ltd) | 11.67% | 24.24% | 19.32% | 27.09% | 21.66% | 21.12% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZHEXF (Zhejiang Expressway Co. Ltd) | 04/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 24.24 | 19.32 | 27.09 | 21.66 | 21.12 | NA | … | … | 11.67 | 47.07 | 1.23 | 9.28 | 57.63 | 28.14 | 3.14 | 16.24 | 13.03 | 9.50 | -3.23 | 9.39 | 33.24 | 85.99 | 23.84 | -16.93 | 13.35 |
| Sharpe Ratio | NA | 0.48 | 0.34 | 0.33 | 0.32 | NA | NA | … | … | 0.62 | 1.07 | -0.05 | 0.12 | 0.50 | 0.33 | 0.03 | 0.51 | 0.21 | 0.37 | -0.08 | 0.27 | 1.75 | 1.82 | 1.18 | -0.65 | 0.76 |
| Standard Deviation(%) | NA | 36.09 | 43.17 | 68.16 | 62.62 | NA | NA | … | … | 40.11 | 41.32 | 43.74 | 47.62 | 112.47 | 84.49 | 85.74 | 29.19 | 56.59 | 24.10 | 45.59 | 34.62 | 18.95 | 47.34 | 20.32 | 25.95 | 23.92 |
| Draw Down(%) | NA | 15.53 | 21.79 | 37.50 | 39.60 | NA | NA | … | … | 11.22 | 13.59 | 21.79 | 26.69 | 37.50 | 20.66 | 25.63 | 21.30 | 29.36 | 14.50 | 29.51 | 31.80 | 5.56 | 14.77 | 12.33 | 36.43 | 7.92 |
| Yield(%) | 0.00 | 13.57 | 9.47 | 17.62 | 15.41 | 16.38 | 10.98 | … | … | 12.20 | 8.28 | 6.83 | 6.41 | 53.30 | 7.24 | 11.78 | 7.06 | 27.52 | 5.41 | 9.02 | 4.53 | 5.38 | 38.46 | 7.16 | 11.46 | 5.03 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| ZHEXF (Zhejiang Expressway Co. Ltd) |
-6.78%
Jun 2015 – Jun 2018 |
1.27%
Jun 2015 – Jun 2020 |
12.27%
Feb 2015 – Feb 2025 |
18.22%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZHEXF (Zhejiang Expressway Co. Ltd) |
60.84%
May 2012 – May 2015 |
33.26%
Aug 2011 – Aug 2016 |
27.19%
Jun 2012 – Jun 2022 |
21.03%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart