Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SFWL (Shengfeng Development Limited) -1.05% -3.09% -53.68% NA NA NA NA
Data as of 06/09/2026, Common starting date is 03/30/2023
More Performance Analytics Comparison
Name Start Date End Date
SFWL (Shengfeng Development Limited) 03/30/2023 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 6.82 -3.09 -53.68 NA NA NA NA -1.05 -12.04 -63.95 -26.50
Sharpe Ratio NA -0.20 -0.55 NA NA NA NA -0.41 -0.23 -0.71 -0.19
Standard Deviation(%) NA 70.00 107.54 NA NA NA NA 56.64 65.72 99.60 195.45
Draw Down(%) NA 38.40 95.41 NA NA NA NA 17.65 38.40 67.35 83.56
Yield(%) 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 06/09/2026, Common starting date is 03/30/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFWL (Shengfeng Development Limited) -54.71%
May 2023 – May 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
SFWL (Shengfeng Development Limited) -39.73%
Apr 2023 – Apr 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return