Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SIOLF (Sino-Ocean Group Holding Limited) NA -50.00% -53.58% -37.20% -26.09% NA NA
Data as of 08/12/2025, Common starting date is 09/26/2012
More Performance Analytics Comparison
Name Start Date End Date
SIOLF (Sino-Ocean Group Holding Limited) 09/26/2012 08/12/2025
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 2012
Annualized Return (%) 0.00 -50.00 -53.58 -37.20 -26.09 NA NA -60.00 -16.67 -57.14 -20.59 0.00 -49.21 -4.77 -3.79 26.91 -28.58 12.95 -9.43 66.04 11.40
Sharpe Ratio NA -0.44 -0.49 -0.42 -0.37 NA NA -0.72 -0.25 -0.47 -0.25 0.00 -0.84 -0.33 -0.06 1.62 -0.76 1.62 -0.37 1.45 2.47
Standard Deviation(%) NA 121.29 116.84 93.98 74.55 NA NA 111.77 93.60 131.27 89.85 39.24 58.90 18.75 83.04 16.33 38.01 7.99 25.56 45.56 21.43
Draw Down(%) NA 75.00 90.00 91.20 97.07 NA NA 60.00 37.50 78.57 65.00 20.83 49.21 11.90 46.58 0.00 31.53 0.00 24.81 10.34 0.00
Yield(%) 0.00 0.00 0.00 2.23 2.64 5.21 3.91 0.00 0.00 0.00 2.28 6.11 2.56 4.65 8.51 9.90 3.39 5.45 4.65 37.80 0.00
Data as of 08/12/2025, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SIOLF (Sino-Ocean Group Holding Limited) -53.58%
Jun 2022 – Jun 2025
-40.41%
Aug 2018 – Aug 2023
-26.09%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SIOLF (Sino-Ocean Group Holding Limited) 23.69%
Oct 2012 – Oct 2015
23.62%
Mar 2013 – Mar 2018
-4.46%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return