Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHALF (Shangri-La Asia Limited) | -3.39% | 9.22% | -4.98% | -6.07% | -5.16% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHALF (Shangri-La Asia Limited) | 08/23/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.22 | -4.98 | -6.07 | -5.16 | NA | NA | … | … | -3.39 | -4.08 | 6.81 | -5.80 | -14.46 | -8.34 | -15.38 | -11.79 | -38.17 | 105.89 | 9.13 | -20.15 | -32.61 | 2.05 | 17.72 |
| Sharpe Ratio | NA | 0.54 | -0.54 | -0.32 | -0.22 | NA | NA | … | … | -1.25 | -0.35 | 0.01 | -0.29 | -0.51 | -0.36 | -0.53 | -0.43 | -1.29 | 2.25 | 0.28 | -0.54 | -1.38 | 0.06 | 3.70 |
| Standard Deviation(%) | NA | 12.21 | 23.86 | 26.86 | 30.98 | NA | NA | … | … | 8.51 | 20.34 | 27.56 | 34.37 | 30.94 | 23.37 | 29.40 | 30.49 | 30.59 | 47.11 | 32.29 | 37.43 | 23.66 | 34.17 | 16.31 |
| Draw Down(%) | NA | 5.00 | 32.29 | 39.89 | 70.72 | NA | NA | … | … | 5.00 | 21.13 | 14.28 | 38.78 | 29.61 | 29.73 | 28.37 | 24.36 | 38.17 | 6.94 | 19.35 | 38.51 | 33.12 | 33.05 | 2.50 |
| Yield(%) | 0.00 | 3.45 | 2.26 | 1.16 | 1.72 | 1.66 | 1.25 | … | … | 0.00 | 2.92 | 4.86 | 0.00 | 0.00 | 0.00 | 0.00 | 8.36 | 1.14 | 1.73 | 1.29 | 8.27 | 0.66 | 0.00 | 5.71 |
Data as of 06/03/2026, Common starting date is 08/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHALF (Shangri-La Asia Limited) |
-23.12%
Nov 2017 – Nov 2020 |
-20.99%
Nov 2017 – Nov 2022 |
-8.90%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHALF (Shangri-La Asia Limited) |
24.05%
Jan 2015 – Jan 2018 |
6.09%
Nov 2012 – Nov 2017 |
-2.15%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart