Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YUEIY (Yue Yuen Industrial Holdings) | 2.41% | 45.21% | 26.59% | 3.96% | 0.93% | 3.27% | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YUEIY (Yue Yuen Industrial Holdings) | 01/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.59 | 45.21 | 26.59 | 3.96 | 0.93 | 3.27 | NA | … | … | 2.41 | 3.35 | 120.21 | -14.18 | -11.42 | -21.70 | -21.63 | -0.94 | -15.45 | 27.48 | 11.34 | -1.55 | 11.69 | 5.11 | 11.81 | -8.92 | 20.46 |
| Sharpe Ratio | NA | 1.36 | 0.43 | -0.07 | -0.05 | NA | NA | … | … | -0.67 | 0.01 | 2.39 | -0.55 | -0.30 | -0.47 | -0.39 | -0.07 | -0.37 | 0.98 | 0.37 | -0.06 | 0.42 | 0.17 | 0.40 | -0.27 | 0.65 |
| Standard Deviation(%) | NA | 37.76 | 42.00 | 40.84 | 41.66 | NA | NA | … | … | 38.79 | 41.34 | 48.82 | 32.83 | 42.55 | 46.29 | 55.55 | 34.21 | 45.54 | 27.46 | 30.35 | 26.42 | 27.67 | 29.58 | 29.96 | 33.29 | 31.87 |
| Draw Down(%) | NA | 24.68 | 43.29 | 59.42 | 72.86 | NA | NA | … | … | 24.68 | 40.36 | 26.22 | 29.67 | 39.42 | 39.72 | 59.38 | 23.28 | 45.21 | 12.54 | 21.64 | 19.66 | 18.71 | 29.97 | 20.58 | 35.22 | 19.77 |
| Yield(%) | 6.05 | 11.13 | 11.52 | 5.02 | 4.57 | 5.08 | 4.36 | … | … | 5.61 | 7.69 | 12.83 | 8.08 | 4.55 | 0.00 | 3.03 | 5.90 | 4.85 | 17.55 | 4.76 | 4.35 | 4.29 | 4.91 | 3.81 | 3.17 | 3.71 |
Data as of 06/11/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUEIY (Yue Yuen Industrial Holdings) |
-26.15%
Oct 2019 – Oct 2022 |
-19.03%
Oct 2017 – Oct 2022 |
-6.24%
Oct 2012 – Oct 2022 |
-0.32%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUEIY (Yue Yuen Industrial Holdings) |
34.06%
Oct 2022 – Oct 2025 |
15.08%
Sep 2011 – Sep 2016 |
3.74%
Sep 2011 – Sep 2021 |
4.41%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart