Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SURRF (Sun Art Retail Group Limited) | NA | 48.14% | -16.65% | -27.58% | -5.49% | NA | NA | … | … |
Data as of 01/29/2025, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SURRF (Sun Art Retail Group Limited) | 03/04/2013 | 01/29/2025 |
| 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 | 48.14 | -16.65 | -27.58 | -5.49 | NA | NA | … | … | -27.35 | 58.58 | -42.38 | -15.02 | -58.07 | -12.12 | -3.67 | 15.15 | 103.81 | 41.09 | -14.29 | -6.62 | 5.18 |
| Sharpe Ratio | NA | 0.44 | -0.21 | -0.38 | -0.12 | NA | NA | … | … | NA | 0.75 | -0.45 | -0.18 | -1.20 | -0.22 | -0.16 | 0.40 | 2.25 | 1.16 | -0.45 | -0.20 | 0.27 |
| Standard Deviation(%) | NA | 95.50 | 98.05 | 80.11 | 61.55 | NA | NA | … | … | 0.00 | 82.40 | 104.59 | 90.62 | 48.42 | 56.51 | 30.75 | 34.93 | 46.17 | 35.20 | 31.85 | 33.34 | 23.43 |
| Draw Down(%) | NA | 27.35 | 70.93 | 90.90 | 90.90 | NA | NA | … | … | 27.35 | 23.89 | 61.90 | 66.86 | 64.52 | 42.36 | 26.27 | 22.07 | 13.54 | 13.24 | 29.00 | 21.60 | 16.36 |
| Yield(%) | 0.00 | 4.00 | 2.25 | 1.39 | 7.03 | 5.10 | 3.83 | … | … | 0.00 | 3.11 | 3.13 | 2.56 | 3.66 | 1.75 | 1.65 | 1.89 | 30.46 | 26.39 | 16.00 | 20.29 | 8.33 |
Data as of 01/29/2025, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURRF (Sun Art Retail Group Limited) |
-47.30%
Jan 2021 – Jan 2024 |
-30.51%
Feb 2019 – Feb 2024 |
-11.14%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURRF (Sun Art Retail Group Limited) |
50.24%
Apr 2017 – Apr 2020 |
32.61%
Apr 2015 – Apr 2020 |
1.64%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart