Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUOSF (Guotai Junan Securities Co. Ltd) | NA | 76.30% | 26.27% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 11/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUOSF (Guotai Junan Securities Co. Ltd) | 11/03/2020 | 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 | 76.30 | 26.27 | NA | NA | NA | NA | … | … | 51.85 | 24.14 | 6.81 | -5.47 | 8.45 | 0.00 |
| Sharpe Ratio | NA | 1.80 | 0.95 | NA | NA | NA | NA | … | … | 1.66 | 1.30 | 0.48 | -0.44 | 1.19 | -12.09 |
| Standard Deviation(%) | NA | 40.79 | 24.05 | NA | NA | NA | NA | … | … | 44.40 | 15.75 | 6.61 | 15.63 | 7.06 | 0.00 |
| Draw Down(%) | NA | 0.00 | 0.00 | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 12.59 | 0.74 | 0.00 |
| Yield(%) | 0.00 | 5.08 | 5.95 | 6.00 | 3.00 | 2.00 | 1.50 | … | … | 4.38 | 6.47 | 6.29 | 7.53 | 6.51 | 0.00 |
Data as of 09/26/2025, Common starting date is 11/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUOSF (Guotai Junan Securities Co. Ltd) |
1.97%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUOSF (Guotai Junan Securities Co. Ltd) |
20.31%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart