Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHEKF | NA | 2.62% | 0.87% | 1.17% | 0.02% | 8.07% | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHEKF | 09/30/2009 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.62 | 0.87 | 1.17 | 0.02 | 8.07 | NA | … | … | 1.30 | 1.30 | 1.08 | 0.00 | 0.00 | 25.91 | -24.91 | 40.47 | -24.32 | 60.95 | -65.71 | 0.00 |
| Sharpe Ratio | NA | -0.23 | -1.33 | -0.63 | -0.07 | NA | NA | … | … | -0.81 | -1.59 | 0.77 | 0.00 | 0.00 | 1.13 | -0.55 | 1.34 | -0.87 | 1.28 | -0.08 | 0.00 |
| Standard Deviation(%) | NA | 1.83 | 1.52 | 1.60 | 19.75 | NA | NA | … | … | 1.51 | 1.53 | 1.08 | NA | NA | 23.56 | 45.41 | 30.20 | 27.87 | 47.59 | 537.33 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 34.96 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 34.96 | 7.01 | 24.32 | 0.00 | 65.71 | 0.00 |
| Yield(%) | 0.00 | 2.57 | 0.86 | 1.16 | 3.05 | 6.87 | 5.15 | … | … | 1.28 | 1.28 | 1.07 | 0.00 | 0.00 | 20.58 | 13.38 | 15.64 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHEKF (SHEKF) |
-16.29%
Sep 2012 – Sep 2015 |
-11.12%
Sep 2012 – Sep 2017 |
12.20%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHEKF (SHEKF) |
47.29%
Jun 2012 – Jun 2015 |
29.83%
Oct 2011 – Oct 2016 |
12.34%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart