Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEICY (Weichai Power Company Ltd) | NA | -3.27% | -11.86% | 6.22% | 8.81% | NA | NA | … | … |
Data as of 07/14/2023, Common starting date is 10/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEICY (Weichai Power Company Ltd) | 10/11/2010 | 07/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.68 | -3.27 | -11.86 | 6.22 | 8.81 | NA | NA | … | … | 7.24 | -29.68 | 2.65 | -5.99 | 87.03 | 3.09 | 185.48 | 40.92 | -48.49 | 4.00 | -10.33 | 11.73 | -21.95 | 10.76 |
| Sharpe Ratio | NA | -0.11 | -0.27 | 0.12 | 0.19 | NA | NA | … | … | 0.17 | -0.78 | 0.06 | -0.14 | 2.27 | 0.04 | 1.99 | 0.90 | -1.00 | 0.14 | -0.25 | 0.27 | -0.47 | 0.19 |
| Standard Deviation(%) | NA | 49.93 | 45.13 | 44.67 | 45.91 | NA | NA | … | … | 57.80 | 39.73 | 45.52 | 45.65 | 37.67 | 45.71 | 93.49 | 44.88 | 48.35 | 29.22 | 41.54 | 42.93 | 47.11 | 299.65 |
| Draw Down(%) | NA | 38.66 | 70.78 | 70.78 | 70.78 | NA | NA | … | … | 33.07 | 53.70 | 47.63 | 33.98 | 29.05 | 36.49 | 40.20 | 30.07 | 60.52 | 21.09 | 40.84 | 51.91 | 43.80 | 50.69 |
| Yield(%) | 0.00 | 2.75 | 2.19 | 3.92 | 8.22 | 3.88 | 2.91 | … | … | 0.00 | 2.07 | 3.14 | 1.77 | 5.52 | 5.82 | 8.01 | 2.89 | 1.18 | 1.01 | 1.23 | 0.72 | 0.93 | 0.00 |
Data as of 07/14/2023, Common starting date is 10/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEICY (Weichai Power Company Ltd) |
-30.96%
Nov 2010 – Nov 2013 |
-30.90%
Nov 2010 – Nov 2015 |
-2.70%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEICY (Weichai Power Company Ltd) |
55.45%
Jun 2016 – Jun 2019 |
50.53%
Feb 2016 – Feb 2021 |
11.31%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart