Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHNIX (CLOUGH CHINA FUND CLASS I) | NA | -49.15% | -10.12% | -4.13% | 0.81% | 2.08% | NA | … | … |
Data as of 04/27/2022, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHNIX (CLOUGH CHINA FUND CLASS I) | 01/06/2006 | 04/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | -49.15 | -10.12 | -4.13 | 0.81 | 2.08 | NA | … | … | -33.06 | -35.68 | 36.09 | 17.20 | -23.37 | 41.46 | -2.72 | -9.23 | 3.99 | 14.71 | 24.19 | -18.19 | 12.01 | 64.55 | -46.48 | 49.64 | 73.63 |
| Sharpe Ratio | NA | -2.05 | -0.41 | -0.20 | 0.02 | NA | NA | … | … | -2.63 | -1.04 | 1.22 | 0.85 | -1.03 | 3.10 | -0.17 | -0.41 | 0.26 | 0.88 | 1.49 | -0.80 | 0.63 | 2.15 | -0.96 | 1.62 | 4.48 |
| Standard Deviation(%) | NA | 24.05 | 25.55 | 23.76 | 20.83 | NA | NA | … | … | 27.38 | 34.18 | 29.25 | 18.58 | 23.96 | 13.25 | 16.81 | 22.70 | 15.04 | 16.59 | 16.31 | 22.67 | 18.85 | 29.94 | 49.28 | 28.92 | 16.15 |
| Draw Down(%) | NA | 49.88 | 57.26 | 57.26 | 57.26 | NA | NA | … | … | 34.06 | 49.36 | 24.12 | 17.11 | 35.79 | 9.34 | 17.15 | 29.49 | 12.99 | 12.97 | 13.48 | 28.63 | 15.45 | 17.05 | 61.15 | 20.00 | 15.26 |
| Yield(%) | 0.00 | 14.98 | 10.70 | 8.16 | 5.97 | 5.87 | 8.17 | … | … | 0.00 | 15.65 | 5.13 | 10.08 | 5.67 | 0.68 | 0.29 | 1.58 | 4.21 | 0.97 | 0.33 | 0.00 | 0.70 | 0.00 | 1.53 | 27.29 | 4.19 |
Data as of 04/27/2022, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHNIX (CLOUGH CHINA FUND CLASS I) |
-9.69%
Mar 2019 – Mar 2022 |
-5.08%
Oct 2007 – Oct 2012 |
0.82%
Mar 2012 – Mar 2022 |
2.31%
Mar 2007 – Mar 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHNIX (CLOUGH CHINA FUND CLASS I) |
24.07%
Feb 2009 – Feb 2012 |
18.69%
Nov 2008 – Nov 2013 |
10.54%
Feb 2009 – Feb 2019 |
10.75%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison Chart