| Analysis at 2/13/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.19% | 13.81% | 11.59% | -36.74% |
| Analysis at 2/13/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.33% | 22.20% | 24.69% |
| Negative volatility | 9.00% | 14.03% | 17.25% |
| Sharpe | 1.26 | 0.12 | Neg |
| Sortino | 2.42 | 0.18 | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| China New Balance Opportunity A Dis $ | -2.11% | -24.31% | -17.81% | 16.77% | 16.64% | 4.19% | |
| Equity Greater China (China, Hong Kong, Taiwan) | -2.40% | -16.96% | -3.95% | 31.09% | 18.90% | 8.16% | |