Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BYDDF (BYD Company Limited) | -8.83% | -36.05% | 4.38% | 5.84% | 21.71% | 19.17% | NA | … | … |
Data as of 06/12/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BYDDF (BYD Company Limited) | 02/17/2009 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | -36.05 | 4.38 | 5.84 | 21.71 | 19.17 | NA | … | … | -8.83 | 11.03 | 30.75 | 14.89 | -27.70 | 28.73 | 432.49 | -21.09 | -27.75 | 68.26 | 3.02 | 38.68 | -19.33 | 61.06 | 42.92 | -59.92 | -37.15 | 314.29 |
| Sharpe Ratio | NA | -1.09 | 0.03 | 0.08 | 0.42 | NA | NA | … | … | -0.54 | 0.18 | 0.70 | 0.32 | -0.49 | 0.50 | 6.03 | -0.69 | -0.73 | 1.83 | 0.08 | 0.68 | -0.42 | 1.23 | 0.86 | -0.96 | -0.74 | 5.39 |
| Standard Deviation(%) | NA | 35.58 | 39.72 | 45.55 | 46.74 | NA | NA | … | … | 39.15 | 45.01 | 38.56 | 35.04 | 59.55 | 57.28 | 71.05 | 32.62 | 39.86 | 37.07 | 35.88 | 57.25 | 46.16 | 49.66 | 50.53 | 62.30 | 50.22 | 75.26 |
| Draw Down(%) | NA | 36.47 | 42.53 | 48.35 | 58.31 | NA | NA | … | … | 23.16 | 37.91 | 21.27 | 29.08 | 48.35 | 48.95 | 35.36 | 36.12 | 47.04 | 22.53 | 23.72 | 50.20 | 50.68 | 31.87 | 55.28 | 73.94 | 49.37 | 28.60 |
| Yield(%) | 0.47 | 3.49 | 3.04 | 2.16 | 6.25 | 8.12 | 9.30 | … | … | 0.41 | 1.66 | 6.50 | 2.52 | 0.06 | 0.11 | 0.22 | 0.49 | 0.22 | 0.56 | 7.97 | 0.00 | 0.21 | 0.00 | 0.00 | 0.00 | 3.74 | 0.00 |
Data as of 06/12/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYDDF (BYD Company Limited) |
-40.05%
Sep 2009 – Sep 2012 |
-14.10%
Dec 2009 – Dec 2014 |
-5.05%
Mar 2010 – Mar 2020 |
10.74%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYDDF (BYD Company Limited) |
88.49%
Jun 2019 – Jun 2022 |
59.84%
Mar 2020 – Mar 2025 |
36.98%
Jul 2012 – Jul 2022 |
19.81%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart