Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIOLY (Sino-Ocean Group Holding Ltd ADR) | -19.05% | -39.29% | -50.48% | -52.94% | -30.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIOLY (Sino-Ocean Group Holding Ltd ADR) | 06/19/2012 | 06/04/2026 |
| 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 (%) | 70.00 | -39.29 | -50.48 | -52.94 | -30.74 | NA | NA | … | … | -19.05 | -65.41 | -43.57 | -59.65 | -34.87 | -40.03 | -28.61 | 4.33 | 7.15 | 44.33 | -34.58 | 21.96 | 2.88 | 34.52 | 11.64 |
| Sharpe Ratio | NA | -0.20 | -0.31 | -0.37 | -0.29 | NA | NA | … | … | -0.15 | -0.50 | -0.29 | -0.55 | -0.36 | -0.37 | -0.24 | 0.94 | 1.18 | 1.49 | -1.10 | 0.53 | 0.16 | 0.67 | 1.77 |
| Standard Deviation(%) | NA | 209.02 | 168.95 | 149.92 | 112.76 | NA | NA | … | … | 278.37 | 136.95 | 164.67 | 115.89 | 101.83 | 109.53 | 117.69 | 3.05 | 4.89 | 29.54 | 31.66 | 41.07 | 18.39 | 51.54 | 13.09 |
| Draw Down(%) | NA | 73.68 | 95.28 | 98.64 | 99.00 | NA | NA | … | … | 66.67 | 73.53 | 73.62 | 72.63 | 74.99 | 47.30 | 62.73 | 0.00 | 0.00 | 0.00 | 34.58 | 25.51 | 12.50 | 22.48 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.57 | 3.09 | 3.98 | 2.99 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.77 | 4.78 | 2.05 | 4.20 | 6.79 | 8.83 | 2.48 | 5.41 | 6.04 | 6.15 | 1.78 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SIOLY (Sino-Ocean Group Holding Ltd ADR) |
-63.08%
Jun 2022 – Jun 2025 |
-52.94%
May 2021 – May 2026 |
-31.69%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIOLY (Sino-Ocean Group Holding Ltd ADR) |
24.65%
Jul 2012 – Jul 2015 |
11.34%
Jul 2012 – Jul 2017 |
-4.33%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
