Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFDMY (Shanghai Fudan Microelectronics Group Co Ltd ADR) | NA | 99.56% | 0.49% | 16.04% | NA | NA | NA | … | … |
Data as of 05/29/2024, Common starting date is 09/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFDMY (Shanghai Fudan Microelectronics Group Co Ltd ADR) | 09/10/2014 | 05/29/2024 |
| 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 99.56 | 0.49 | 16.04 | NA | NA | NA | … | … | 0.00 | 99.56 | 1.15 | 0.00 | -24.80 | 38.63 | 0.00 | -14.05 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 1.43 | 0.35 | 0.18 | NA | NA | NA | … | … | 0.00 | 1.44 | -0.20 | 0.00 | -0.30 | 1.14 | 0.00 | -0.97 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 66.86 | 68.28 | 79.59 | NA | NA | NA | … | … | NA | 67.13 | 1.15 | 138.40 | 83.71 | 32.67 | NA | 15.18 | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 49.73 | 49.73 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 49.73 | 42.83 | 0.00 | 0.00 | 14.05 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.24 | 0.57 | 0.70 | 0.30 | 0.20 | 0.15 | … | … | 0.00 | 2.24 | 1.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/29/2024, Common starting date is 09/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFDMY (Shanghai Fudan Microelectronics Group Co Ltd ADR) |
-11.84%
Apr 2017 – Apr 2020 |
-7.28%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFDMY (Shanghai Fudan Microelectronics Group Co Ltd ADR) |
26.38%
Dec 2020 – Dec 2023 |
16.04%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart