Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHPMY (Shanghai Pharmaceuticals Holding Co Ltd ADR) | -7.65% | 15.55% | -4.10% | -4.12% | 0.09% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/20/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHPMY (Shanghai Pharmaceuticals Holding Co Ltd ADR) | 02/20/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.55 | -4.10 | -4.12 | 0.09 | NA | NA | … | … | -7.65 | 2.48 | 19.47 | -7.96 | -8.53 | 11.74 | -7.36 | -21.49 | 4.36 | -3.20 | 27.34 | -3.60 | -8.18 |
| Sharpe Ratio | NA | 0.50 | -0.19 | -0.15 | -0.05 | NA | NA | … | … | -0.89 | -0.01 | 0.32 | -0.45 | -0.22 | 0.35 | -0.18 | -0.77 | 0.11 | -0.58 | 0.89 | -0.07 | -0.35 |
| Standard Deviation(%) | NA | 26.00 | 38.26 | 38.12 | 34.35 | NA | NA | … | … | 22.64 | 36.53 | 49.25 | 25.87 | 45.07 | 33.56 | 42.73 | 29.81 | 27.00 | 6.67 | 30.46 | 51.39 | 26.77 |
| Draw Down(%) | NA | 14.09 | 35.07 | 38.76 | 49.03 | NA | NA | … | … | 14.09 | 21.91 | 24.12 | 31.84 | 34.92 | 27.16 | 28.95 | 33.84 | 16.78 | 5.96 | 14.51 | 41.28 | 32.45 |
| Yield(%) | 0.00 | 4.20 | 3.55 | 2.99 | 2.98 | 1.91 | 1.43 | … | … | 0.00 | 3.44 | 4.56 | 4.87 | 3.19 | 4.31 | 3.22 | 2.32 | 2.29 | 1.95 | 2.34 | 2.13 | 1.67 |
Data as of 06/03/2026, Common starting date is 02/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHPMY (Shanghai Pharmaceuticals Holding Co Ltd ADR) |
-13.14%
May 2017 – May 2020 |
-11.78%
May 2015 – May 2020 |
-5.52%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHPMY (Shanghai Pharmaceuticals Holding Co Ltd ADR) |
14.59%
May 2014 – May 2017 |
5.35%
Oct 2020 – Oct 2025 |
2.34%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart