Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOTGY (Sunny Optical Technology (Group) Company Limited) | 19.73% | 19.72% | 0.86% | -16.32% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOTGY (Sunny Optical Technology (Group) Company Limited) | 07/24/2018 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.39 | 19.72 | 0.86 | -16.32 | NA | NA | NA | … | … | 19.73 | -3.91 | -3.05 | -23.23 | -62.01 | 46.86 | 26.13 | 98.90 | -48.74 |
| Sharpe Ratio | NA | 0.49 | 0.00 | -0.32 | NA | NA | NA | … | … | 1.18 | -0.11 | -0.11 | -0.53 | -1.00 | 0.99 | 0.44 | 2.03 | -1.10 |
| Standard Deviation(%) | NA | 53.90 | 59.34 | 58.03 | NA | NA | NA | … | … | 55.56 | 62.06 | 61.84 | 50.95 | 63.76 | 47.34 | 58.82 | 47.92 | 72.74 |
| Draw Down(%) | NA | 45.20 | 59.62 | 86.48 | NA | NA | NA | … | … | 26.55 | 43.45 | 52.13 | 55.84 | 72.99 | 30.46 | 38.49 | 38.52 | 53.04 |
| Yield(%) | 1.46 | 1.84 | 0.84 | 0.36 | 0.46 | 0.30 | 0.23 | … | … | 1.72 | 0.80 | 0.33 | 0.52 | 0.44 | 0.60 | 0.58 | 0.99 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOTGY (Sunny Optical Technology (Group) Company Limited) |
-42.64%
Jul 2021 – Jul 2024 |
-21.29%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOTGY (Sunny Optical Technology (Group) Company Limited) |
54.45%
Dec 2018 – Dec 2021 |
1.45%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart