Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPTJF (Sinopec Shanghai Petrochemical Company Limited) | NA | 8.57% | -9.54% | 22.47% | 25.51% | NA | NA | … | … |
Data as of 07/03/2025, Common starting date is 03/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPTJF (Sinopec Shanghai Petrochemical Company Limited) | 03/28/2013 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.57 | -9.54 | 22.47 | 25.51 | NA | NA | … | … | 8.57 | 25.00 | -47.83 | 146.83 | 98.64 | -24.67 | 62.32 | -8.06 | 84.80 | 62.32 | 45.33 | 20.76 | 27.03 |
| Sharpe Ratio | NA | 0.05 | -0.09 | 0.17 | 0.25 | NA | NA | … | … | 0.14 | 0.11 | -0.43 | 1.84 | 1.33 | -0.45 | 0.55 | -0.23 | 1.63 | 2.02 | 0.60 | 0.42 | 0.43 |
| Standard Deviation(%) | NA | 108.17 | 140.10 | 121.02 | 95.82 | NA | NA | … | … | 107.46 | 197.35 | 119.30 | 79.40 | 74.27 | 54.59 | 109.64 | 41.92 | 51.87 | 30.74 | 75.46 | 49.67 | 85.87 |
| Draw Down(%) | NA | 44.44 | 78.26 | 78.26 | 78.26 | NA | NA | … | … | 37.50 | 64.29 | 65.22 | 0.00 | 18.00 | 35.29 | 34.92 | 30.32 | 10.77 | 0.00 | 35.14 | 22.97 | 45.45 |
| Yield(%) | 1.75 | 1.87 | 0.42 | 19.35 | 18.83 | 23.29 | 17.47 | … | … | 1.87 | 0.00 | 0.00 | 58.54 | 60.50 | 5.97 | 56.80 | 8.07 | 49.02 | 24.14 | 0.00 | 16.95 | 11.35 |
Data as of 07/03/2025, Common starting date is 03/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTJF (Sinopec Shanghai Petrochemical Company Limited) |
-9.54%
Jun 2022 – Jun 2025 |
7.91%
Jun 2019 – Jun 2024 |
24.43%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTJF (Sinopec Shanghai Petrochemical Company Limited) |
77.26%
Jun 2014 – Jun 2017 |
66.30%
Jun 2013 – Jun 2018 |
42.55%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart