Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHXWF (Xinhua Winshare Publishing and Media Co. Ltd) | NA | 50.67% | 21.76% | 12.54% | 1.37% | 10.37% | NA | … | … |
Data as of 10/21/2024, Common starting date is 07/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHXWF (Xinhua Winshare Publishing and Media Co. Ltd) | 07/28/2008 | 10/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 50.67 | 21.76 | 12.54 | 1.37 | 10.37 | NA | … | … | 37.28 | 35.37 | 3.96 | -19.23 | -12.36 | 0.00 | -5.32 | 67.86 | 5.66 | 31.57 | -13.16 | 60.53 | 55.10 | -20.97 |
| Sharpe Ratio | NA | 2.68 | 1.45 | 0.77 | 0.06 | NA | NA | … | … | 2.59 | 1.79 | 0.04 | -0.44 | -0.31 | 0.00 | -0.01 | 0.19 | 0.06 | 0.26 | -0.14 | 0.51 | 0.36 | -0.20 |
| Standard Deviation(%) | NA | 16.42 | 15.34 | 15.34 | 39.21 | NA | NA | … | … | 15.86 | 17.56 | 9.58 | 66.09 | 41.97 | 74.92 | 445.59 | 409.00 | 112.24 | 123.32 | 92.82 | 115.23 | 157.56 | 210.40 |
| Draw Down(%) | NA | 1.28 | 2.86 | 2.86 | 53.33 | NA | NA | … | … | 0.00 | 1.28 | 2.86 | 20.85 | 20.31 | 24.56 | 34.07 | 1.79 | 34.43 | 31.25 | 39.68 | 8.89 | 18.07 | 53.90 |
| Yield(%) | 0.00 | 10.46 | 8.34 | 5.00 | 1.48 | 5.34 | 5.23 | … | … | 6.78 | 10.72 | 6.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.07 | 19.61 | 0.00 | 0.00 | 0.00 |
Data as of 10/21/2024, Common starting date is 07/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHXWF (Xinhua Winshare Publishing and Media Co. Ltd) |
-18.62%
Dec 2019 – Dec 2022 |
4.10%
Aug 2013 – Aug 2018 |
19.88%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHXWF (Xinhua Winshare Publishing and Media Co. Ltd) |
62.31%
Mar 2009 – Mar 2012 |
58.91%
Apr 2010 – Apr 2015 |
19.88%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart