Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SBHMY (Sino Biopharmaceutical Ltd ADR) NA 43.12% -4.61% -16.41% NA NA NA
Data as of 06/18/2025, Common starting date is 09/06/2017
More Performance Analytics Comparison
Name Start Date End Date
SBHMY (Sino Biopharmaceutical Ltd ADR) 09/06/2017 06/18/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 1.09 43.12 -4.61 -16.41 NA NA NA 14.91 -10.51 -17.84 -14.33 -22.62 129.49 113.52 -64.28 63.87
Sharpe Ratio NA 0.71 -0.06 -0.11 NA NA NA 0.73 -0.17 -0.30 -0.22 -0.26 0.18 2.40 -0.88 4.30
Standard Deviation(%) NA 43.91 70.33 172.61 NA NA NA 43.99 82.12 72.33 71.22 87.97 717.94 46.68 74.98 86.81
Draw Down(%) NA 25.61 52.21 77.46 NA NA NA 16.52 36.51 45.84 40.21 42.23 65.01 16.90 74.41 22.52
Yield(%) 1.08 2.65 1.53 0.29 1.21 0.81 0.60 1.22 0.82 1.72 1.73 0.51 0.95 1.53 0.69 0.41
Data as of 06/18/2025, Common starting date is 09/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBHMY (Sino Biopharmaceutical Ltd ADR) -30.05%
May 2021 – May 2024
-15.35%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBHMY (Sino Biopharmaceutical Ltd ADR) 55.99%
Jan 2019 – Jan 2022
21.69%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return