Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHIHF (Shenzhen Investment Holdings Bay Area Development Company Limited) | NA | 20.66% | -0.37% | 3.21% | nan% | nan% | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/11/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHIHF (Shenzhen Investment Holdings Bay Area Development Company Limited) | 09/11/2009 | 09/26/2025 |
| 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.06 | 20.66 | -0.37 | 3.21 | nan | nan | NA | … | … | 15.17 | 57.23 | -15.36 | -35.40 | 20.24 | -35.14 | 33.52 | -100.51 | 83.29 | 341.29 | 88.73 | 83.85 | -8.16 | 132.45 | -13.72 | 70.14 | 15.47 |
| Sharpe Ratio | NA | 1.54 | -0.09 | 0.03 | NA | NA | NA | … | … | 1.50 | 2.57 | -0.52 | -0.63 | 0.79 | -0.80 | 1.20 | NA | 2.37 | 2.69 | 1.86 | 2.01 | -0.29 | 2.30 | -0.25 | 1.10 | 1.17 |
| Standard Deviation(%) | NA | 11.43 | 42.06 | 35.44 | NA | NA | NA | … | … | 12.18 | 20.82 | 37.11 | 58.85 | 25.51 | 44.01 | 26.74 | NA | 34.99 | 126.61 | 47.62 | 41.79 | 27.95 | 58.20 | 55.49 | 63.64 | 51.21 |
| Draw Down(%) | NA | 0.00 | 43.23 | 24.19 | 100.65 | NA | NA | … | … | 0.00 | 0.00 | 12.19 | 41.62 | 0.00 | 32.65 | 0.00 | 100.51 | 8.33 | 13.04 | 11.11 | 8.74 | 20.00 | 15.09 | 31.43 | 33.36 | 14.06 |
| Yield(%) | 4.82 | 9.76 | 6.46 | 7.37 | 25.07 | 19.40 | 19.09 | … | … | 9.32 | 16.00 | 6.20 | 7.43 | 9.61 | 2.98 | 27.42 | 7.00 | 40.63 | 101.89 | 54.43 | 49.22 | 5.60 | 69.39 | 23.57 | 28.94 | 18.33 |
Data as of 09/26/2025, Common starting date is 09/11/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIHF (Shenzhen Investment Holdings Bay Area Development Company Limited) |
-20.43%
Nov 2019 – Nov 2022 |
-10.66%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIHF (Shenzhen Investment Holdings Bay Area Development Company Limited) |
1,741.85%
Jul 2018 – Jul 2021 |
424.06%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart