CSUAY vs. 0857.HK
Compare and contrast key facts about China Shenhua Energy Co Ltd (CSUAY) and PetroChina Co Ltd Class H (0857.HK).
Performance
CSUAY vs. 0857.HK - Performance Comparison
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CSUAY vs. 0857.HK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSUAY China Shenhua Energy Co Ltd | 19.69% | 28.25% | 34.09% | 34.21% | 38.61% | 40.38% | -2.68% | 1.33% | -12.77% | 96.35% |
0857.HK PetroChina Co Ltd Class H | 25.05% | 46.71% | 28.38% | 56.95% | 12.89% | 55.08% | -32.70% | -17.36% | -9.67% | -5.13% |
Different Trading Currencies
CSUAY is traded in USD, while 0857.HK is traded in HKD. To make them comparable, the 0857.HK values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CSUAY achieves a 19.69% return, which is significantly lower than 0857.HK's 25.05% return. Over the past 10 years, CSUAY has outperformed 0857.HK with an annualized return of 27.95%, while 0857.HK has yielded a comparatively lower 13.52% annualized return.
CSUAY
- 1D
- -0.21%
- 1M
- 2.99%
- YTD
- 19.69%
- 6M
- 27.24%
- 1Y
- 59.30%
- 3Y*
- 35.96%
- 5Y*
- 37.60%
- 10Y*
- 27.95%
0857.HK
- 1D
- -1.81%
- 1M
- 6.07%
- YTD
- 25.05%
- 6M
- 48.03%
- 1Y
- 74.88%
- 3Y*
- 41.83%
- 5Y*
- 40.95%
- 10Y*
- 13.52%
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Return for Risk
CSUAY vs. 0857.HK — Risk / Return Rank
CSUAY
0857.HK
CSUAY vs. 0857.HK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for China Shenhua Energy Co Ltd (CSUAY) and PetroChina Co Ltd Class H (0857.HK). 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.
| CSUAY | 0857.HK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 2.59 | -0.99 |
Sortino ratioReturn per unit of downside risk | 2.26 | 2.82 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.48 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 4.57 | 4.51 | +0.06 |
Martin ratioReturn relative to average drawdown | 10.45 | 15.62 | -5.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSUAY | 0857.HK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 2.59 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.15 | 1.39 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.46 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.16 | +0.08 |
Correlation
The correlation between CSUAY and 0857.HK is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CSUAY vs. 0857.HK - Dividend Comparison
CSUAY's dividend yield for the trailing twelve months is around 7.61%, more than 0857.HK's 4.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUAY China Shenhua Energy Co Ltd | 7.61% | 9.11% | 7.29% | 10.66% | 13.21% | 10.39% | 7.89% | 5.07% | 5.46% | 29.22% | 5.13% | 8.19% |
0857.HK PetroChina Co Ltd Class H | 4.87% | 6.13% | 8.07% | 9.14% | 9.71% | 7.57% | 8.80% | 2.78% | 1.42% | 1.24% | 0.94% | 3.89% |
Drawdowns
CSUAY vs. 0857.HK - Drawdown Comparison
The maximum CSUAY drawdown since its inception was -88.12%, roughly equal to the maximum 0857.HK drawdown of -83.97%. Use the drawdown chart below to compare losses from any high point for CSUAY and 0857.HK.
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Drawdown Indicators
| CSUAY | 0857.HK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.12% | -83.97% | -4.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -18.37% | +4.99% |
Max Drawdown (5Y)Largest decline over 5 years | -24.14% | -36.54% | +12.40% |
Max Drawdown (10Y)Largest decline over 10 years | -45.27% | -64.89% | +19.62% |
Current DrawdownCurrent decline from peak | -6.42% | -5.30% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -47.55% | -39.92% | -7.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.85% | 5.48% | +0.37% |
Volatility
CSUAY vs. 0857.HK - Volatility Comparison
China Shenhua Energy Co Ltd (CSUAY) has a higher volatility of 13.77% compared to PetroChina Co Ltd Class H (0857.HK) at 8.71%. This indicates that CSUAY's price experiences larger fluctuations and is considered to be riskier than 0857.HK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSUAY | 0857.HK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.77% | 8.71% | +5.06% |
Volatility (6M)Calculated over the trailing 6-month period | 28.31% | 20.01% | +8.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.17% | 29.90% | +7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.77% | 30.52% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.62% | 30.17% | +2.45% |
Financials
CSUAY vs. 0857.HK - Financials Comparison
This section allows you to compare key financial metrics between China Shenhua Energy Co Ltd and PetroChina Co Ltd Class H. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities