Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GGDVY (Guangdong Investment Ltd) | 19.73% | 32.33% | 13.01% | 0.32% | 1.95% | 9.67% | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGDVY (Guangdong Investment Ltd) | 04/21/2011 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 32.33 | 13.01 | 0.32 | 1.95 | 9.67 | NA | … | … | 19.73 | 29.00 | 4.55 | -21.67 | -12.81 | -25.47 | -11.03 | 11.69 | 53.35 | 6.69 | -4.68 | 9.87 | 38.33 | 25.19 | 33.88 | 19.71 |
| Sharpe Ratio | NA | 1.49 | 0.22 | -0.05 | 0.02 | NA | NA | … | … | 2.82 | 0.79 | 0.01 | -0.94 | -0.35 | -0.92 | -0.32 | 0.42 | 1.76 | 0.21 | -0.13 | 0.29 | 1.42 | 0.97 | 1.40 | 0.65 |
| Standard Deviation(%) | NA | 20.93 | 44.98 | 40.93 | 35.88 | NA | NA | … | … | 19.13 | 33.05 | 68.85 | 27.14 | 40.80 | 27.58 | 34.98 | 24.15 | 29.59 | 28.40 | 38.61 | 34.27 | 26.93 | 25.94 | 24.35 | 45.57 |
| Draw Down(%) | NA | 11.21 | 51.13 | 65.97 | 75.10 | NA | NA | … | … | 4.63 | 13.52 | 46.86 | 37.04 | 52.16 | 31.25 | 31.04 | 9.72 | 9.45 | 13.34 | 21.14 | 19.57 | 12.23 | 21.44 | 11.57 | 14.93 |
| Yield(%) | 0.00 | 5.18 | 5.81 | 4.27 | 4.23 | 9.80 | 7.09 | … | … | 0.00 | 6.58 | 4.14 | 7.41 | 6.15 | 4.18 | 3.55 | 3.74 | 4.78 | 4.48 | 3.39 | 3.05 | 3.15 | 3.20 | 3.77 | 4.04 |
Data as of 06/08/2026, Common starting date is 04/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGDVY (Guangdong Investment Ltd) |
-29.78%
Oct 2019 – Oct 2022 |
-20.60%
Mar 2019 – Mar 2024 |
-3.13%
Jul 2014 – Jul 2024 |
9.99%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGDVY (Guangdong Investment Ltd) |
35.62%
Jan 2012 – Jan 2015 |
28.12%
Jul 2011 – Jul 2016 |
15.30%
May 2011 – May 2021 |
9.99%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart