Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SZIHF (Shenzhen International Holdings Limited) | NA | 107.76% | 110.63% | 83.38% | NA | NA | NA | … | … |
Data as of 12/20/2024, Common starting date is 05/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SZIHF (Shenzhen International Holdings Limited) | 05/17/2017 | 12/20/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 107.76 | 110.63 | 83.38 | NA | NA | NA | … | … | 107.76 | 32.37 | 239.79 | 95.11 | 13.74 | 48.01 | 41.97 | 18.29 |
| Sharpe Ratio | NA | 1.39 | 1.17 | 0.94 | NA | NA | NA | … | … | 1.42 | 0.76 | 1.82 | 0.98 | 0.25 | 1.07 | 1.31 | 1.48 |
| Standard Deviation(%) | NA | 72.73 | 91.02 | 85.75 | NA | NA | NA | … | … | 73.93 | 37.29 | 132.18 | 96.78 | 53.24 | 43.74 | 31.07 | 20.42 |
| Draw Down(%) | NA | 8.02 | 12.73 | 31.43 | NA | NA | NA | … | … | 8.02 | 6.52 | 12.73 | 28.59 | 22.22 | 12.23 | 11.28 | 6.11 |
| Yield(%) | 0.00 | 55.04 | 48.06 | 31.86 | 26.27 | 17.52 | 13.14 | … | … | 55.04 | 31.52 | 70.02 | 68.69 | 33.51 | 35.35 | 28.80 | 2.73 |
Data as of 12/20/2024, Common starting date is 05/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZIHF (Shenzhen International Holdings Limited) |
32.55%
Feb 2018 – Feb 2021 |
67.78%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZIHF (Shenzhen International Holdings Limited) |
106.27%
Dec 2020 – Dec 2023 |
87.26%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart