Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUAEF (China Shenhua Energy Company Limited) | 19.25% | 81.71% | 40.16% | 39.29% | 27.38% | 13.96% | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUAEF (China Shenhua Energy Company Limited) | 06/25/2008 | 06/11/2026 |
| 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 81.71 | 40.16 | 39.29 | 27.38 | 13.96 | NA | … | … | 19.25 | 40.99 | 55.86 | 25.40 | 35.82 | 48.93 | 2.39 | -6.10 | -9.02 | 70.48 | 25.55 | -44.96 | -2.43 | 8.25 | 5.23 | 29.15 | -3.34 | 171.71 | -45.00 |
| Sharpe Ratio | NA | 2.60 | 1.11 | 1.05 | 0.81 | NA | NA | … | … | 2.59 | 1.09 | 1.56 | 0.82 | 0.86 | 1.09 | 0.07 | -0.36 | -0.35 | 1.74 | 0.68 | -1.22 | -0.07 | 0.16 | 0.16 | 0.65 | -0.08 | 2.33 | -0.53 |
| Standard Deviation(%) | NA | 30.45 | 31.75 | 35.75 | 33.94 | NA | NA | … | … | 18.61 | 35.16 | 33.51 | 26.89 | 40.40 | 44.69 | 30.69 | 20.98 | 29.95 | 40.32 | 37.49 | 36.87 | 33.32 | 50.89 | 32.81 | 45.02 | 41.65 | 73.55 | 128.99 |
| Draw Down(%) | NA | 13.40 | 21.51 | 21.51 | 35.76 | NA | NA | … | … | 1.29 | 17.58 | 17.33 | 13.81 | 18.34 | 18.57 | 14.14 | 19.31 | 26.69 | 17.94 | 16.36 | 51.03 | 21.68 | 38.18 | 30.61 | 32.82 | 26.55 | 28.33 | 70.73 |
| Yield(%) | 0.00 | 18.17 | 14.48 | 18.31 | 18.40 | 6.38 | 7.87 | … | … | 0.00 | 16.82 | 10.00 | 13.26 | 17.17 | 15.17 | 9.09 | 5.78 | 5.24 | 23.91 | 2.67 | 4.20 | 4.97 | 22.02 | 2.80 | 21.38 | 10.73 | 20.44 | 0.00 |
Data as of 06/11/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUAEF (China Shenhua Energy Company Limited) |
-17.16%
Jan 2013 – Jan 2016 |
-12.46%
May 2011 – May 2016 |
1.19%
Jun 2011 – Jun 2021 |
11.96%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUAEF (China Shenhua Energy Company Limited) |
60.92%
Oct 2008 – Oct 2011 |
42.60%
Mar 2021 – Mar 2026 |
29.20%
May 2016 – May 2026 |
19.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart