Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHALY (Shangri-La Asia Ltd ADR) | NA | -23.30% | -11.44% | -8.45% | -8.52% | -6.48% | NA | … | … |
Data as of 06/13/2025, Common starting date is 12/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHALY (Shangri-La Asia Ltd ADR) | 12/04/2006 | 06/13/2025 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -23.30 | -11.44 | -8.45 | -8.52 | -6.48 | NA | … | … | -13.92 | 2.38 | -17.75 | -5.06 | -9.11 | -17.10 | -13.07 | -43.34 | 121.74 | 6.80 | -26.33 | -29.80 | -3.23 | 18.65 | -36.15 | 47.21 | 77.28 | -64.90 | 22.68 | 1.86 |
| Sharpe Ratio | NA | -0.75 | -0.31 | -0.23 | -0.23 | NA | NA | … | … | -1.26 | -0.03 | -0.38 | -0.14 | -0.25 | -0.26 | -0.42 | -1.17 | 4.19 | 0.22 | -0.82 | -1.05 | -0.13 | 0.68 | -1.29 | 1.88 | 1.37 | -0.92 | 0.41 | 0.58 |
| Standard Deviation(%) | NA | 35.53 | 47.59 | 45.20 | 42.51 | NA | NA | … | … | 24.97 | 38.11 | 57.19 | 46.45 | 35.99 | 66.29 | 34.42 | 38.43 | 29.06 | 30.15 | 32.07 | 28.34 | 24.24 | 27.78 | 28.14 | 25.04 | 56.48 | 71.59 | 48.35 | 44.98 |
| Draw Down(%) | NA | 28.09 | 45.76 | 50.98 | 77.21 | NA | NA | … | … | 14.00 | 16.88 | 38.40 | 38.82 | 32.18 | 34.62 | 33.03 | 49.03 | 9.66 | 20.07 | 45.86 | 36.28 | 37.74 | 23.67 | 42.60 | 15.59 | 21.00 | 71.25 | 23.29 | 7.15 |
| Yield(%) | 0.00 | 0.90 | 1.06 | 0.59 | 0.79 | 0.95 | 0.67 | … | … | 0.00 | 4.04 | 0.00 | 0.00 | 0.00 | 0.00 | 2.22 | 1.07 | 1.74 | 1.32 | 1.06 | 0.91 | 1.14 | 1.49 | 1.17 | 1.76 | 1.90 | 1.06 | 1.20 | 0.00 |
Data as of 06/13/2025, Common starting date is 12/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHALY (Shangri-La Asia Ltd ADR) |
-27.65%
Jan 2018 – Jan 2021 |
-22.22%
Nov 2017 – Nov 2022 |
-11.01%
Oct 2012 – Oct 2022 |
-10.02%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHALY (Shangri-La Asia Ltd ADR) |
28.31%
Mar 2009 – Mar 2012 |
14.05%
Nov 2008 – Nov 2013 |
4.56%
Nov 2008 – Nov 2018 |
-2.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart