China EV Killer DUO
BEST China EV Stocks
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
1211.HK BYD Co Ltd-H | Consumer Cyclical | 33% |
9868.HK Xpeng Inc | Consumer Cyclical | 67% |
Performance
Performance Chart
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The earliest data available for this chart is Jul 7, 2021, corresponding to the inception date of 9868.HK
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -0.67% | 10.48% | -1.79% | 10.08% | 14.60% | 10.64% |
| China EV Killer DUO | 72.79% | 14.02% | 72.19% | 131.50% | N/A | N/A |
| Portfolio components: | ||||||
9868.HK Xpeng Inc | 73.91% | 10.98% | 72.34% | 136.24% | N/A | N/A |
1211.HK BYD Co Ltd-H | 69.92% | 20.36% | 71.34% | 114.25% | 60.85% | 23.97% |
Monthly Returns
The table below presents the monthly returns of China EV Killer DUO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 17.87% | 35.82% | 0.54% | -6.69% | 15.05% | 72.79% | |||||||
| 2024 | -35.26% | 10.77% | -4.46% | 1.13% | 2.38% | -3.42% | 5.59% | 1.01% | 49.95% | -10.48% | -1.59% | 2.36% | -1.19% |
| 2023 | 10.66% | -13.60% | 20.44% | -8.40% | -10.55% | 37.76% | 54.59% | -14.70% | -4.37% | -12.37% | 6.50% | -10.23% | 37.33% |
| 2022 | -27.82% | 7.50% | -12.95% | -4.14% | 0.34% | 26.32% | -21.33% | -18.12% | -30.67% | -33.12% | 22.52% | 8.75% | -67.33% |
| 2021 | -4.39% | 8.20% | -12.92% | 30.64% | 8.78% | -9.80% | 15.47% |
Expense Ratio
China EV Killer DUO has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 94, China EV Killer DUO is among the top 6% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
9868.HK Xpeng Inc | 2.05 | 2.62 | 1.33 | 1.77 | 10.49 |
1211.HK BYD Co Ltd-H | 2.61 | 2.71 | 1.38 | 2.78 | 9.69 |
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Dividends
Dividend yield
China EV Killer DUO provided a 0.08% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.08% | 0.14% | 0.06% | 0.01% | 0.01% | 0.00% | 0.07% | 0.04% | 0.03% | 0.11% | 0.00% | 0.02% |
| Portfolio components: | ||||||||||||
9868.HK Xpeng Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
1211.HK BYD Co Ltd-H | 0.25% | 0.43% | 0.20% | 0.02% | 0.02% | 0.01% | 0.20% | 0.12% | 0.10% | 0.34% | 0.00% | 0.07% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the China EV Killer DUO. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the China EV Killer DUO was 79.23%, occurring on Oct 28, 2022. The portfolio has not yet recovered.
The current China EV Killer DUO drawdown is 34.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.23% | Dec 2, 2021 | 224 | Oct 28, 2022 | — | — | — |
| -19.38% | Aug 5, 2021 | 39 | Sep 29, 2021 | 14 | Oct 22, 2021 | 53 |
| -14.84% | Jul 23, 2021 | 4 | Jul 28, 2021 | 3 | Aug 2, 2021 | 7 |
| -10.28% | Jul 8, 2021 | 6 | Jul 15, 2021 | 5 | Jul 22, 2021 | 11 |
| -6.9% | Oct 27, 2021 | 11 | Nov 10, 2021 | 2 | Nov 12, 2021 | 13 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 1.79, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | 1211.HK | 9868.HK | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.10 | 0.11 | 0.11 |
| 1211.HK | 0.10 | 1.00 | 0.61 | 0.75 |
| 9868.HK | 0.11 | 0.61 | 1.00 | 0.97 |
| Portfolio | 0.11 | 0.75 | 0.97 | 1.00 |