Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFOSF (Shanghai Fosun Pharmaceutical (Group) Co. Ltd) | NA | -5.78% | -24.85% | -5.16% | -4.65% | NA | NA | … | … |
Data as of 02/03/2025, Common starting date is 04/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFOSF (Shanghai Fosun Pharmaceutical (Group) Co. Ltd) | 04/22/2014 | 02/03/2025 |
| 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.12 | -5.78 | -24.85 | -5.16 | -4.65 | NA | NA | … | … | -9.46 | -17.79 | -30.23 | -25.18 | 3.08 | 78.24 | 3.89 | -55.25 | 106.92 | 14.22 | -18.34 | 5.32 |
| Sharpe Ratio | NA | -0.18 | -0.56 | -0.13 | -0.13 | NA | NA | … | … | -1.45 | -0.38 | -1.02 | -0.46 | 0.04 | 1.16 | 0.08 | -1.27 | 3.63 | 0.36 | -0.43 | 0.37 |
| Standard Deviation(%) | NA | 64.59 | 52.06 | 60.35 | 50.11 | NA | NA | … | … | 47.94 | 64.32 | 34.16 | 58.33 | 71.73 | 66.73 | 31.57 | 44.76 | 29.42 | 39.11 | 43.07 | 20.85 |
| Draw Down(%) | NA | 25.91 | 71.39 | 83.97 | 83.97 | NA | NA | … | … | 9.46 | 31.42 | 40.23 | 58.27 | 57.36 | 25.73 | 29.80 | 59.23 | 8.66 | 26.06 | 33.27 | 14.95 |
| Yield(%) | 0.00 | 0.00 | 1.19 | 9.42 | 4.25 | 3.12 | 2.34 | … | … | 0.00 | 0.00 | 1.77 | 1.92 | 14.44 | 15.81 | 1.74 | 0.92 | 1.57 | 1.76 | 1.42 | 1.18 |
Data as of 02/03/2025, Common starting date is 04/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFOSF (Shanghai Fosun Pharmaceutical (Group) Co. Ltd) |
-43.39%
Jul 2021 – Jul 2024 |
-10.56%
May 2018 – May 2023 |
-4.48%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFOSF (Shanghai Fosun Pharmaceutical (Group) Co. Ltd) |
32.60%
Jul 2018 – Jul 2021 |
36.87%
Jul 2016 – Jul 2021 |
-2.09%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart