Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTSDF (Health and Happiness (H&H) International Holdings Limited) | 1.91% | 28.82% | 27.16% | -1.98% | 3.89% | 8.51% | NA | … | … |
Data as of 05/20/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTSDF (Health and Happiness (H&H) International Holdings Limited) | 04/25/2011 | 05/20/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.82 | 27.16 | -1.98 | 3.89 | 8.51 | NA | … | … | 1.91 | 26.41 | 9.82 | 46.57 | -5.86 | -57.83 | 24.89 | -26.44 | 9.90 | 104.28 | 34.55 | -2.50 | -77.06 | 225.04 | 101.14 | 4.66 |
| Sharpe Ratio | NA | 0.55 | 0.50 | -0.08 | 0.05 | NA | NA | … | … | 1.11 | 0.34 | 0.28 | 0.64 | -0.10 | -1.18 | 0.75 | -0.78 | 0.20 | 2.17 | 0.63 | -0.03 | -1.59 | 4.30 | 1.96 | 0.10 |
| Standard Deviation(%) | NA | 47.70 | 47.36 | 59.80 | 48.69 | NA | NA | … | … | 2.28 | 69.23 | 11.44 | 66.60 | 72.73 | 48.85 | 32.59 | 35.72 | 42.89 | 47.98 | 54.72 | 94.63 | 48.61 | 52.35 | 52.12 | 68.19 |
| Draw Down(%) | NA | 21.87 | 21.87 | 74.69 | 81.75 | NA | NA | … | … | 0.00 | 21.87 | 3.08 | 39.27 | 45.76 | 60.45 | 16.67 | 29.04 | 22.96 | 3.53 | 33.76 | 66.81 | 77.86 | 25.74 | 29.55 | 42.19 |
| Yield(%) | 0.00 | 1.94 | 13.42 | 4.38 | 6.23 | 11.40 | 8.78 | … | … | 0.00 | 1.94 | 1.97 | 39.29 | 5.05 | 4.99 | 22.14 | 1.04 | 0.00 | 0.00 | 0.00 | 2.53 | 1.46 | 21.17 | 17.92 | 10.99 |
Data as of 05/20/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTSDF (Health and Happiness (H&H) International Holdings Limited) |
-36.78%
May 2019 – May 2022 |
-24.60%
Aug 2018 – Aug 2023 |
-9.90%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTSDF (Health and Happiness (H&H) International Holdings Limited) |
64.59%
Aug 2015 – Aug 2018 |
28.70%
Sep 2015 – Sep 2020 |
13.40%
May 2011 – May 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart