Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CTHCF (Cathay Real Estate Development Co Ltd) NA 66.67% -35.61% -23.21% -12.37% -8.43% NA
Data as of 06/11/2026, Common starting date is 09/16/2009
More Performance Analytics Comparison
Name Start Date End Date
CTHCF (Cathay Real Estate Development Co Ltd) 09/16/2009 06/11/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 66.67 -35.61 -23.21 -12.37 -8.43 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/11/2026, Common starting date is 09/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTHCF (Cathay Real Estate Development Co Ltd) -55.96%
Jun 2021 – Jun 2024
-38.86%
Jun 2019 – Jun 2024
-21.81%
Jun 2014 – Jun 2024
-18.03%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTHCF (Cathay Real Estate Development Co Ltd) 11.81%
Jun 2010 – Jun 2013
6.93%
Jun 2010 – Jun 2015
3.41%
Jun 2010 – Jun 2020
-6.40%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return