Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOP (Zhong Yang Financial Group Limited Ordinary Shares) | 29.00% | 3.20% | -42.87% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 06/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOP (Zhong Yang Financial Group Limited Ordinary Shares) | 06/01/2022 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.22 | 3.20 | -42.87 | NA | NA | NA | NA | … | … | 29.00 | -31.37 | -63.76 | -22.54 | -71.28 |
| Sharpe Ratio | NA | -0.15 | -0.54 | NA | NA | NA | NA | … | … | 0.36 | -0.53 | -0.63 | -0.09 | -0.36 |
| Standard Deviation(%) | NA | 83.91 | 91.05 | NA | NA | NA | NA | … | … | 94.23 | 65.90 | 112.09 | 296.42 | 254.37 |
| Draw Down(%) | NA | 66.49 | 93.40 | NA | NA | NA | NA | … | … | 42.59 | 43.78 | 76.25 | 96.58 | 90.17 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/17/2026, Common starting date is 06/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOP (Zhong Yang Financial Group Limited Ordinary Shares) |
-80.52%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOP (Zhong Yang Financial Group Limited Ordinary Shares) |
-37.35%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart