Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SIOLY (Sino-Ocean Group Holding Ltd ADR) -42.86% -47.83% -52.64% -56.11% -33.11% NA NA
Data as of 06/10/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
SIOLY (Sino-Ocean Group Holding Ltd ADR) 06/19/2012 06/10/2026
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
Annualized Return (%) -29.41 -47.83 -52.64 -56.11 -33.11 NA NA -42.86 -65.41 -43.57 -59.65 -34.87 -40.03 -28.61 4.33 7.15 44.33 -34.58 21.96 2.88 34.52 11.64
Sharpe Ratio NA -0.17 -0.32 -0.38 -0.29 NA NA -0.15 -0.50 -0.29 -0.55 -0.36 -0.37 -0.24 0.94 1.18 1.49 -1.10 0.53 0.16 0.67 1.77
Standard Deviation(%) NA 208.09 168.54 144.73 112.73 NA NA 271.72 136.95 164.67 115.89 101.83 109.53 117.69 3.05 4.89 29.54 31.66 41.07 18.39 51.54 13.09
Draw Down(%) NA 73.68 95.28 98.64 99.00 NA NA 66.67 73.53 73.62 72.63 74.99 47.30 62.73 0.00 0.00 0.00 34.58 25.51 12.50 22.48 0.00
Yield(%) 0.00 0.00 0.00 0.57 3.09 3.98 2.99 0.00 0.00 0.00 0.00 1.77 4.78 2.05 4.20 6.79 8.83 2.48 5.41 6.04 6.15 1.78
Data as of 06/10/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SIOLY (Sino-Ocean Group Holding Ltd ADR) -63.08%
Jun 2022 – Jun 2025
-52.94%
May 2021 – May 2026
-31.69%
Dec 2015 – Dec 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SIOLY (Sino-Ocean Group Holding Ltd ADR) 24.65%
Jul 2012 – Jul 2015
11.34%
Jul 2012 – Jul 2017
-4.33%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return