Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHZNF (Shenzhen Expressway Company Limited) | 6.74% | 24.45% | 12.82% | 6.29% | 10.63% | 10.75% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHZNF (Shenzhen Expressway Company Limited) | 06/10/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.45 | 12.82 | 6.29 | 10.63 | 10.75 | NA | … | … | 6.74 | 8.73 | 23.72 | 24.46 | -17.24 | 12.45 | 4.92 | 35.43 | -0.43 | 2.60 | 21.04 | 47.76 | 58.18 | 23.49 | -2.78 | -25.45 | 27.91 |
| Sharpe Ratio | NA | 1.30 | 0.68 | 0.25 | 0.37 | NA | NA | … | … | 0.93 | 0.41 | 0.94 | 1.08 | -0.67 | 0.66 | 0.11 | 1.12 | -0.11 | 0.11 | 1.12 | 0.76 | 1.75 | 0.53 | -0.07 | -0.40 | 0.79 |
| Standard Deviation(%) | NA | 16.71 | 16.80 | 20.16 | 24.07 | NA | NA | … | … | 15.96 | 14.34 | 21.44 | 19.35 | 27.85 | 18.73 | 41.66 | 30.34 | 16.36 | 17.21 | 18.51 | 63.21 | 33.25 | 44.57 | 40.63 | 63.97 | 69.13 |
| Draw Down(%) | NA | 4.30 | 14.43 | 24.07 | 29.63 | NA | NA | … | … | 3.06 | 6.74 | 8.25 | 3.37 | 23.47 | 8.26 | 29.63 | 14.40 | 13.00 | 8.08 | 8.25 | 36.96 | 16.44 | 28.00 | 28.18 | 51.86 | 17.65 |
| Yield(%) | 0.00 | 8.19 | 8.55 | 6.98 | 9.70 | 9.93 | 12.40 | … | … | 0.00 | 7.64 | 17.74 | 9.33 | 9.00 | 13.31 | 13.15 | 11.08 | 4.79 | 3.23 | 5.99 | 11.50 | 6.05 | 5.73 | 6.12 | 4.38 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHZNF (Shenzhen Expressway Company Limited) |
-11.09%
Apr 2011 – Apr 2014 |
3.56%
Jan 2020 – Jan 2025 |
8.30%
May 2015 – May 2025 |
10.75%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHZNF (Shenzhen Expressway Company Limited) |
51.56%
Aug 2013 – Aug 2016 |
31.32%
Oct 2012 – Oct 2017 |
21.33%
Jul 2012 – Jul 2022 |
13.24%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart