Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHPMF (Shanghai Pharmaceuticals Holding Co. Ltd) | NA | 4.00% | 2.82% | 8.00% | 7.06% | NA | NA | … | … |
Data as of 05/22/2025, Common starting date is 08/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHPMF (Shanghai Pharmaceuticals Holding Co. Ltd) | 08/19/2013 | 05/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.00 | 2.82 | 8.00 | 7.06 | NA | NA | … | … | -4.88 | 5.81 | 0.60 | -9.86 | 7.79 | 27.90 | -8.21 | -14.29 | 2.35 | 59.14 | 16.86 | 24.86 | 2.63 |
| Sharpe Ratio | NA | 0.01 | -0.01 | 0.08 | 0.10 | NA | NA | … | … | -0.16 | 0.02 | -0.06 | -0.21 | 0.16 | 0.41 | -0.34 | -0.49 | 0.22 | 2.03 | 0.45 | 0.61 | 1.70 |
| Standard Deviation(%) | NA | 128.17 | 81.51 | 72.65 | 56.49 | NA | NA | … | … | 92.90 | 119.44 | 49.40 | 53.22 | 49.36 | 67.39 | 28.38 | 32.39 | 7.86 | 29.00 | 37.27 | 40.73 | 4.28 |
| Draw Down(%) | NA | 41.54 | 48.89 | 51.27 | 51.27 | NA | NA | … | … | 28.05 | 41.54 | 37.64 | 36.58 | 29.03 | 28.57 | 21.06 | 24.56 | 7.58 | 0.00 | 22.70 | 20.83 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 3.25 | 8.47 | 8.19 | 6.90 | 5.18 | … | … | 0.00 | 0.00 | 5.56 | 3.37 | 4.24 | 24.62 | 2.74 | 2.30 | 1.92 | 19.50 | 17.62 | 16.92 | 0.00 |
Data as of 05/22/2025, Common starting date is 08/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHPMF (Shanghai Pharmaceuticals Holding Co. Ltd) |
-14.75%
Mar 2017 – Mar 2020 |
-4.45%
Oct 2017 – Oct 2022 |
4.02%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHPMF (Shanghai Pharmaceuticals Holding Co. Ltd) |
33.57%
Sep 2013 – Sep 2016 |
22.16%
Sep 2013 – Sep 2018 |
9.36%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart