Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGHIY (Shanghai Industrial Holdings Ltd ADR) | NA | 10.96% | 5.61% | 7.23% | -2.49% | NA | NA | … | … |
Data as of 06/04/2025, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGHIY (Shanghai Industrial Holdings Ltd ADR) | 04/19/2012 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.96 | 5.61 | 7.23 | -2.49 | NA | NA | … | … | 3.50 | 24.22 | 11.35 | -7.54 | 11.49 | -21.75 | 3.10 | -23.09 | 10.74 | 8.70 | -11.22 | -13.63 | 4.78 | 17.80 |
| Sharpe Ratio | NA | 0.21 | 0.07 | 0.10 | -0.09 | NA | NA | … | … | 0.18 | 0.54 | 0.21 | -0.11 | 0.56 | -0.36 | 0.07 | -1.28 | 0.65 | 0.27 | -0.28 | -0.84 | 0.24 | 1.23 |
| Standard Deviation(%) | NA | 36.12 | 57.71 | 51.74 | 41.86 | NA | NA | … | … | 30.94 | 38.06 | 37.61 | 84.96 | 20.59 | 61.08 | 21.68 | 19.22 | 15.57 | 31.28 | 40.36 | 16.27 | 19.58 | 21.56 |
| Draw Down(%) | NA | 11.78 | 29.29 | 29.29 | 52.34 | NA | NA | … | … | 8.46 | 11.74 | 18.61 | 29.29 | 11.29 | 25.59 | 21.87 | 28.55 | 10.72 | 18.63 | 40.67 | 16.15 | 15.85 | 17.75 |
| Yield(%) | 0.00 | 3.88 | 7.73 | 7.64 | 3.22 | 3.42 | 2.57 | … | … | 0.00 | 9.52 | 9.08 | 8.48 | 9.12 | 5.87 | 9.10 | 4.32 | 4.44 | 4.56 | 3.47 | 3.22 | 3.58 | 4.33 |
Data as of 06/04/2025, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGHIY (Shanghai Industrial Holdings Ltd ADR) |
-16.72%
Nov 2017 – Nov 2020 |
-11.23%
Apr 2015 – Apr 2020 |
-4.69%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGHIY (Shanghai Industrial Holdings Ltd ADR) |
15.31%
Jun 2012 – Jun 2015 |
8.14%
Jun 2012 – Jun 2017 |
0.59%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart