Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHGXY (Shenguan Holdings Group Ltd ADR) | NA | -18.18% | -8.06% | 6.35% | -13.67% | NA | NA | … | … |
Data as of 06/13/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHGXY (Shenguan Holdings Group Ltd ADR) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.35 | -18.18 | -8.06 | 6.35 | -13.67 | NA | NA | … | … | -17.81 | 33.25 | 12.52 | -26.13 | 125.75 | -25.32 | -32.25 | -17.99 | 2.01 | -73.56 | 5.49 | -28.86 | -25.69 | 0.26 |
| Sharpe Ratio | NA | -0.16 | -0.08 | 0.03 | -0.15 | NA | NA | … | … | -0.29 | 0.25 | 0.04 | -0.53 | 0.94 | -0.80 | -0.81 | -0.44 | 0.68 | -0.71 | 1.39 | -0.78 | -1.28 | 1.21 |
| Standard Deviation(%) | NA | 133.86 | 148.17 | 130.89 | 100.12 | NA | NA | … | … | 131.51 | 120.66 | 205.82 | 51.92 | 133.77 | 31.93 | 41.73 | 44.58 | 2.00 | 103.74 | 3.94 | 36.85 | 20.17 | 0.36 |
| Draw Down(%) | NA | 32.92 | 43.24 | 49.60 | 88.81 | NA | NA | … | … | 32.61 | 22.31 | 32.29 | 49.60 | 32.16 | 33.81 | 39.50 | 36.91 | 0.00 | 73.56 | 0.00 | 33.78 | 27.54 | 0.00 |
| Yield(%) | 7.70 | 5.81 | 6.12 | 10.35 | 1.19 | 0.81 | 0.61 | … | … | 5.84 | 6.77 | 14.56 | 9.71 | 19.37 | 12.82 | 3.36 | 2.68 | 2.01 | 1.37 | 1.95 | 4.53 | 1.57 | 0.26 |
Data as of 06/13/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHGXY (Shenguan Holdings Group Ltd ADR) |
-44.10%
Sep 2015 – Sep 2018 |
-35.73%
Sep 2014 – Sep 2019 |
-21.09%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHGXY (Shenguan Holdings Group Ltd ADR) |
24.04%
Jan 2021 – Jan 2024 |
15.13%
Nov 2019 – Nov 2024 |
-11.49%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart