Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHG (Shinhan Financial Group Co., Ltd.) | 25.25% | 58.87% | 41.12% | 17.15% | 11.78% | 6.24% | 5.49% | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHG (Shinhan Financial Group Co., Ltd.) | 09/17/2003 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.47 | 58.87 | 41.12 | 17.15 | 11.78 | 6.24 | 5.49 | … | … | 25.25 | 64.11 | 12.80 | 15.25 | -4.61 | 9.20 | -18.27 | 11.52 | -20.49 | 26.95 | 15.72 | -14.31 | -9.80 | 26.52 | 8.83 | -24.45 | 29.28 | 65.12 | -58.87 | 14.66 | 31.56 | 81.72 | 46.05 | 8.22 |
| Sharpe Ratio | NA | 1.71 | 1.17 | 0.46 | 0.31 | NA | NA | … | … | 1.42 | 2.17 | 0.17 | 0.41 | -0.21 | 0.36 | -0.38 | 0.47 | -0.91 | 1.20 | 0.58 | -0.47 | -0.40 | 1.06 | 0.30 | -0.60 | 0.78 | 0.99 | -0.67 | 0.24 | 0.84 | 2.52 | 1.09 | 0.73 |
| Standard Deviation(%) | NA | 30.08 | 30.76 | 29.62 | 30.04 | NA | NA | … | … | 32.50 | 28.75 | 35.77 | 27.06 | 28.69 | 25.22 | 48.98 | 21.46 | 24.03 | 21.95 | 26.78 | 30.46 | 24.48 | 24.97 | 29.50 | 41.13 | 37.33 | 65.87 | 88.39 | 49.14 | 33.74 | 31.60 | 41.48 | 42.33 |
| Draw Down(%) | NA | 18.03 | 35.19 | 36.16 | 62.72 | NA | NA | … | … | 18.03 | 18.22 | 27.44 | 30.12 | 32.06 | 24.40 | 54.37 | 20.50 | 30.92 | 12.65 | 19.80 | 24.98 | 22.16 | 21.62 | 30.67 | 39.04 | 24.95 | 47.85 | 72.39 | 33.07 | 23.50 | 19.73 | 35.05 | 14.05 |
| Yield(%) | 0.00 | 1.62 | 5.23 | 4.03 | 4.34 | 2.72 | 2.74 | … | … | 0.00 | 4.53 | 6.54 | 4.33 | 4.92 | 5.52 | 3.55 | 4.23 | 2.97 | 3.50 | 3.83 | 2.64 | 1.98 | 1.64 | 1.28 | 2.77 | 2.74 | 4.90 | 0.00 | 3.62 | 4.54 | 3.25 | 3.50 | 3.30 |
Data as of 06/05/2026, Common starting date is 09/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHG (Shinhan Financial Group Co., Ltd.) |
-26.06%
Feb 2006 – Feb 2009 |
-11.62%
Jul 2007 – Jul 2012 |
-2.52%
Mar 2010 – Mar 2020 |
-3.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHG (Shinhan Financial Group Co., Ltd.) |
71.01%
Jul 2004 – Jul 2007 |
26.29%
Feb 2009 – Feb 2014 |
15.73%
Jul 2004 – Jul 2014 |
9.52%
Jun 2004 – Jun 2019 |
Annualized Rolling Returns Comparison Chart