Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIELY (Shanghai Electric Group Co Ltd ADR) | -1.01% | 48.48% | 24.98% | 12.73% | 2.49% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIELY (Shanghai Electric Group Co Ltd ADR) | 06/19/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 48.48 | 24.98 | 12.73 | 2.49 | NA | NA | … | … | -1.01 | 26.76 | 92.84 | -10.20 | -25.82 | 3.60 | 0.80 | -8.84 | -12.00 | -6.24 | -17.46 | 0.41 | 51.72 | -14.74 | 0.70 |
| Sharpe Ratio | NA | 0.60 | 0.34 | 0.13 | 0.02 | NA | NA | … | … | -0.08 | 0.44 | 1.06 | -0.54 | -0.87 | 0.07 | 0.01 | -0.45 | -0.71 | -0.30 | -0.49 | 0.01 | 1.13 | -0.41 | 0.03 |
| Standard Deviation(%) | NA | 56.17 | 61.70 | 53.55 | 44.67 | NA | NA | … | … | 60.44 | 55.20 | 81.38 | 27.12 | 31.28 | 49.14 | 53.56 | 22.87 | 18.72 | 22.69 | 36.22 | 68.93 | 45.68 | 36.38 | 43.36 |
| Draw Down(%) | NA | 31.84 | 35.97 | 47.29 | 62.68 | NA | NA | … | … | 27.20 | 26.38 | 22.92 | 28.65 | 33.39 | 46.34 | 32.27 | 22.77 | 21.34 | 22.71 | 26.81 | 56.25 | 23.21 | 35.33 | 22.66 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.79 | 0.80 | 1.02 | 0.77 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.39 | 0.00 | 2.63 | 3.45 | 0.00 | 0.00 | 1.80 | 3.35 | 2.35 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SIELY (Shanghai Electric Group Co Ltd ADR) |
-29.44%
Apr 2015 – Apr 2018 |
-22.30%
May 2015 – May 2020 |
-10.24%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIELY (Shanghai Electric Group Co Ltd ADR) |
44.42%
Oct 2022 – Oct 2025 |
17.78%
Oct 2020 – Oct 2025 |
4.04%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart