Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SURRY (Sun Art Retail Group Ltd ADR) | -16.53% | -30.75% | -5.72% | -22.38% | -9.61% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SURRY (Sun Art Retail Group Ltd ADR) | 01/03/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.77 | -30.75 | -5.72 | -22.38 | -9.61 | NA | NA | … | … | -16.53 | -33.08 | 100.39 | -44.08 | -16.26 | -58.19 | -18.12 | 25.12 | -5.65 | 28.13 | 18.52 | -21.65 | -30.39 |
| Sharpe Ratio | NA | -0.31 | -0.12 | -0.26 | -0.15 | NA | NA | … | … | -1.28 | -0.39 | 0.74 | -0.53 | -0.22 | -0.86 | -0.22 | 0.99 | -0.17 | 0.72 | 0.46 | -0.51 | -1.12 |
| Standard Deviation(%) | NA | 68.31 | 99.26 | 94.28 | 75.65 | NA | NA | … | … | 33.14 | 93.22 | 131.35 | 91.25 | 80.50 | 67.38 | 84.96 | 23.85 | 40.75 | 38.31 | 39.72 | 42.79 | 27.42 |
| Draw Down(%) | NA | 47.10 | 58.34 | 82.84 | 92.25 | NA | NA | … | … | 20.00 | 44.64 | 44.32 | 63.26 | 66.47 | 65.74 | 42.62 | 16.40 | 30.04 | 26.63 | 29.73 | 35.96 | 32.32 |
| Yield(%) | 5.43 | 15.23 | 9.36 | 2.39 | 2.78 | 1.19 | 0.89 | … | … | 4.41 | 12.80 | 12.71 | 1.79 | 1.50 | 1.64 | 1.57 | 1.82 | 1.87 | 3.40 | 3.31 | 2.13 | 2.49 |
Data as of 06/05/2026, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURRY (Sun Art Retail Group Ltd ADR) |
-50.17%
Jan 2021 – Jan 2024 |
-32.14%
Jan 2019 – Jan 2024 |
-17.62%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURRY (Sun Art Retail Group Ltd ADR) |
29.53%
Jun 2017 – Jun 2020 |
16.67%
Jan 2016 – Jan 2021 |
-6.60%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart