Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIHBY (Shenzhen Investment Bay Area Co Ltd) | -0.47% | 4.32% | 7.87% | -2.23% | 0.75% | 1.13% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIHBY (Shenzhen Investment Bay Area Co Ltd) | 01/03/2008 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.83 | 4.32 | 7.87 | -2.23 | 0.75 | 1.13 | NA | … | … | -0.47 | -9.05 | 91.57 | -13.97 | -38.59 | 16.14 | -9.85 | -18.34 | -14.98 | 30.19 | 34.61 | 4.49 | 11.57 | -8.00 | 22.01 | -32.50 | 38.72 | -9.87 | 10.39 |
| Sharpe Ratio | NA | 0.22 | 0.11 | -0.03 | 0.00 | NA | NA | … | … | 0.38 | -0.21 | 0.83 | -0.36 | -0.43 | 0.24 | -0.32 | -0.42 | -0.19 | 1.30 | 1.52 | 0.16 | 0.69 | -0.34 | 0.79 | -1.36 | 1.53 | -0.20 | 0.37 |
| Standard Deviation(%) | NA | 65.30 | 76.97 | 79.46 | 65.82 | NA | NA | … | … | 69.74 | 58.18 | 105.35 | 50.00 | 93.18 | 67.02 | 31.35 | 46.92 | 84.93 | 22.81 | 22.56 | 27.82 | 16.83 | 23.29 | 28.16 | 23.91 | 25.20 | 51.11 | 25.80 |
| Draw Down(%) | NA | 26.52 | 36.85 | 61.62 | 70.20 | NA | NA | … | … | 25.90 | 26.52 | 34.78 | 41.34 | 60.47 | 42.81 | 26.32 | 24.85 | 41.64 | 10.45 | 13.51 | 11.98 | 8.71 | 20.00 | 21.10 | 36.35 | 14.77 | 27.41 | 16.37 |
| Yield(%) | 0.00 | 4.88 | 8.14 | 5.42 | 6.91 | 5.47 | 4.92 | … | … | 0.00 | 7.82 | 17.32 | 5.99 | 7.27 | 13.05 | 3.77 | 6.04 | 7.41 | 8.26 | 17.89 | 10.98 | 5.82 | 8.44 | 8.70 | 5.44 | 6.74 | 6.29 | 22.46 |
Data as of 06/08/2026, Common starting date is 01/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIHBY (Shenzhen Investment Bay Area Co Ltd) |
-25.65%
Oct 2019 – Oct 2022 |
-19.52%
Oct 2017 – Oct 2022 |
-3.67%
Feb 2014 – Feb 2024 |
-1.96%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIHBY (Shenzhen Investment Bay Area Co Ltd) |
25.30%
Oct 2014 – Oct 2017 |
15.83%
Oct 2012 – Oct 2017 |
7.99%
Mar 2009 – Mar 2019 |
3.23%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart