Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMTF (SIM Technology Group Limited) | 400.00% | 400.00% | 13.38% | 16.93% | 7.61% | -5.49% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMTF (SIM Technology Group Limited) | 01/04/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 400.00 | 13.38 | 16.93 | 7.61 | -5.49 | NA | … | … | 400.00 | -66.67 | 31.17 | 300.00 | -81.13 | 17.78 | 36.36 | -5.71 | -22.22 | 15.38 | -27.78 | 20.00 | 15.38 | 0.00 | -58.06 | -56.74 |
| Sharpe Ratio | NA | 1.23 | 0.04 | 0.05 | 0.03 | NA | NA | … | … | 22.74 | -0.17 | 0.12 | 1.16 | -0.28 | 0.22 | 0.28 | -0.11 | -0.30 | 0.16 | -0.69 | 0.38 | 0.25 | 0.00 | -0.87 | -0.17 |
| Standard Deviation(%) | NA | 323.45 | 280.68 | 278.49 | 206.38 | NA | NA | … | … | 221.05 | 418.10 | 200.26 | 258.03 | 295.27 | 80.17 | 128.27 | 63.32 | 77.47 | 93.26 | 40.26 | 52.98 | 62.39 | 56.39 | 67.27 | 338.12 |
| Draw Down(%) | NA | 80.00 | 88.89 | 88.89 | 88.89 | NA | NA | … | … | 7.50 | 88.89 | 75.00 | 75.00 | 85.71 | 41.67 | 48.86 | 48.98 | 45.45 | 43.94 | 35.19 | 50.55 | 31.75 | 37.70 | 63.54 | 91.74 |
| Yield(%) | 0.00 | 0.00 | 2.83 | 2.55 | 3.40 | 0.60 | 1.06 | … | … | 0.00 | 0.00 | 12.75 | 0.00 | 0.00 | 0.00 | 0.00 | 3.71 | 15.11 | 2.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 14.47 |
Data as of 06/03/2026, Common starting date is 01/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMTF (SIM Technology Group Limited) |
-41.64%
May 2011 – May 2014 |
-27.26%
May 2011 – May 2016 |
-15.13%
May 2011 – May 2021 |
-7.07%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMTF (SIM Technology Group Limited) |
106.02%
Apr 2023 – Apr 2026 |
28.46%
Sep 2019 – Sep 2024 |
7.61%
May 2016 – May 2026 |
-5.04%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart