Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMSZF (SMS Co. Ltd) | NA | -51.07% | -29.74% | -17.31% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMSZF (SMS Co. Ltd) | 05/14/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -51.07 | -29.74 | -17.31 | NA | NA | NA | … | … | -51.07 | -29.41 | 0.41 | -8.49 | 21.82 | 2.68 |
| Sharpe Ratio | NA | -0.55 | -0.55 | -0.40 | NA | NA | NA | … | … | -0.57 | -0.93 | -7.96 | -1.09 | 0.79 | 1.26 |
| Standard Deviation(%) | NA | 97.83 | 59.97 | 48.22 | NA | NA | NA | … | … | 114.08 | 35.62 | 0.41 | 9.15 | 27.54 | 3.32 |
| Draw Down(%) | NA | 61.31 | 72.12 | 76.14 | NA | NA | NA | … | … | 61.31 | 29.96 | 0.00 | 8.72 | 6.88 | 0.00 |
| Yield(%) | 0.00 | 2.06 | 0.77 | 0.63 | 0.32 | 0.22 | 0.16 | … | … | 2.06 | 0.49 | 0.37 | 0.26 | 0.29 | 0.00 |
Data as of 09/26/2025, Common starting date is 05/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSZF (SMS Co. Ltd) |
-31.85%
Apr 2022 – Apr 2025 |
-17.31%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSZF (SMS Co. Ltd) |
3.83%
Jun 2020 – Jun 2023 |
-17.31%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart