Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HSHCY (Haier Smart Home Co. Ltd) | -11.96% | -1.65% | -2.26% | NA | NA | NA | NA | -3.47% |
Data as of 07/02/2025, AR inception is 10/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSHCY (Haier Smart Home Co. Ltd) | 10/25/2021 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.99 | -1.65 | -2.26 | NA | NA | NA | NA | -3.47 | -11.96 | 28.59 | -14.83 | -19.49 | 15.87 |
| Sharpe Ratio | NA | -0.23 | -0.19 | NA | NA | NA | NA | -0.16 | -0.72 | 0.55 | -0.62 | -0.47 | 2.10 |
| Standard Deviation(%) | NA | 44.60 | 38.18 | NA | NA | NA | NA | 40.67 | 43.74 | 40.09 | 30.92 | 44.61 | 57.20 |
| Draw Down(%) | NA | 47.01 | 47.01 | NA | NA | NA | NA | 47.01 | 29.76 | 28.38 | 31.88 | 41.82 | 16.19 |
| Yield(%) | 4.58 | 7.55 | 3.65 | 2.11 | 1.06 | 0.70 | 0.53 | 3.52 | 3.92 | 4.02 | 2.27 | 1.62 | 0.00 |
Data as of 07/02/2025, AR inception is 10/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSHCY (Haier Smart Home Co. Ltd) |
-4.43%
Jun 2022 - Jun 2025 |
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 |
|---|---|---|---|---|
| HSHCY (Haier Smart Home Co. Ltd) |
2.78%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart