Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHMAY (Shimao Property Holdings Ltd ADR) | NA | 0.00% | -2.25% | -33.88% | -9.65% | NA | NA | … | … |
Data as of 07/29/2025, Common starting date is 04/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHMAY (Shimao Property Holdings Ltd ADR) | 04/20/2015 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -2.25 | -33.88 | -9.65 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | -17.61 | -78.99 | 3.74 | 31.36 | 25.07 | 69.96 | -27.69 | -17.45 |
| Sharpe Ratio | NA | -0.04 | -0.14 | -0.36 | -0.15 | NA | NA | … | … | -0.34 | -0.05 | 0.00 | -0.32 | -0.40 | 0.08 | 0.99 | 0.67 | 2.38 | -0.92 | -0.83 |
| Standard Deviation(%) | NA | 70.46 | 40.86 | 98.57 | 73.01 | NA | NA | … | … | 9.01 | 69.85 | NA | 59.54 | 196.75 | 46.35 | 30.10 | 35.44 | 29.22 | 30.45 | 28.64 |
| Draw Down(%) | NA | 38.78 | 42.81 | 92.29 | 92.45 | NA | NA | … | … | 4.65 | 38.78 | 0.00 | 48.49 | 80.26 | 32.48 | 17.70 | 15.05 | 6.68 | 29.82 | 21.11 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.58 | 3.47 | 1.91 | 1.43 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 3.58 | 3.82 | 6.39 | 6.38 | 7.88 | 0.00 | 0.00 |
Data as of 07/29/2025, Common starting date is 04/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMAY (Shimao Property Holdings Ltd ADR) |
-49.87%
Sep 2020 – Sep 2023 |
-33.88%
Jun 2020 – Jun 2025 |
-11.41%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMAY (Shimao Property Holdings Ltd ADR) |
44.91%
May 2017 – May 2020 |
24.51%
May 2016 – May 2021 |
-11.41%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart