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
STTFF (SmarTone Telecommunications Holdings Limited) NA 14.82% -17.16% -10.37% 7.89% 25.70% NA
Data as of 09/26/2025, Common starting date is 09/09/2009
More Performance Analytics Comparison
Name Start Date End Date
STTFF (SmarTone Telecommunications Holdings Limited) 09/09/2009 09/26/2025
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 2011 2010 2009
Annualized Return (%) 0.00 14.82 -17.16 -10.37 7.89 25.70 NA -2.21 22.18 -53.28 3.63 0.00 1.75 71.59 15.24 -1.18 50.17 77.73 98.58 -32.42 69.86 181.75 205.04 14.27
Sharpe Ratio NA 0.80 -0.56 -0.41 0.20 NA NA -0.77 1.37 -0.92 0.88 0.00 0.89 2.34 0.43 -0.04 1.42 2.51 2.30 -0.69 1.78 2.68 3.77 1.31
Standard Deviation(%) NA 14.67 36.81 30.81 32.49 NA NA 7.84 13.55 61.96 2.52 NA 1.78 29.95 31.98 45.86 35.20 30.95 42.90 46.99 39.65 67.75 54.30 40.34
Draw Down(%) NA 5.66 54.08 54.08 54.08 NA NA 5.66 0.82 54.08 0.00 0.00 0.00 0.00 13.04 27.44 13.69 0.59 13.91 45.70 9.09 0.00 15.52 15.41
Yield(%) 0.00 8.69 3.71 2.57 12.69 28.74 38.19 3.53 8.65 3.79 3.54 0.00 1.72 43.97 22.00 22.24 35.71 42.86 32.98 24.65 36.83 74.82 71.23 11.27
Data as of 09/26/2025, Common starting date is 09/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STTFF (SmarTone Telecommunications Holdings Limited) -21.48%
Nov 2020 – Nov 2023
-10.06%
Jul 2020 – Jul 2025
10.73%
Jan 2014 – Jan 2024
31.40%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STTFF (SmarTone Telecommunications Holdings Limited) 150.87%
Nov 2009 – Nov 2012
84.17%
Nov 2009 – Nov 2014
60.08%
Nov 2009 – Nov 2019
32.09%
Jul 2010 – Jul 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return