Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZSHGY (Zhongsheng Group Holdings Ltd ADR) | NA | 65.38% | -20.36% | -19.44% | 20.16% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZSHGY (Zhongsheng Group Holdings Ltd ADR) | 01/23/2014 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.02 | 65.38 | -20.36 | -19.44 | 20.16 | NA | NA | … | … | 13.20 | -16.94 | -55.57 | -35.19 | 17.89 | 121.58 | -8.59 | 99.47 | 76.28 | 90.61 | -42.49 | -45.80 |
| Sharpe Ratio | NA | 0.80 | -0.35 | -0.37 | 0.36 | NA | NA | … | … | 0.29 | -0.24 | -1.05 | -0.66 | 0.44 | 2.80 | -0.40 | 2.71 | 1.43 | 2.47 | -0.53 | -1.05 |
| Standard Deviation(%) | NA | 77.81 | 67.06 | 58.46 | 51.41 | NA | NA | … | … | 52.64 | 84.34 | 56.55 | 55.79 | 40.20 | 43.11 | 25.07 | 36.41 | 53.25 | 36.60 | 79.51 | 45.77 |
| Draw Down(%) | NA | 39.35 | 80.84 | 87.71 | 87.71 | NA | NA | … | … | 29.64 | 47.75 | 66.40 | 52.86 | 22.79 | 0.00 | 20.44 | 7.58 | 0.00 | 1.64 | 60.27 | 46.23 |
| Yield(%) | 0.00 | 7.50 | 2.66 | 1.62 | 18.87 | 2.74 | 2.06 | … | … | 5.32 | 4.63 | 2.58 | 1.37 | 1.12 | 1.90 | 1.38 | 2.66 | 3.73 | 1.11 | 1.26 | 0.79 |
Data as of 09/26/2025, Common starting date is 01/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZSHGY (Zhongsheng Group Holdings Ltd ADR) |
-47.47%
Aug 2021 – Aug 2024 |
-20.30%
Jul 2020 – Jul 2025 |
1.07%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZSHGY (Zhongsheng Group Holdings Ltd ADR) |
113.29%
Aug 2015 – Aug 2018 |
79.23%
Aug 2015 – Aug 2020 |
21.17%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart