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
SWDHY (Skyworth Digital Holdings Ltd ADR) NA 29.93% -9.92% 13.53% -3.32% NA NA
Data as of 09/26/2025, Common starting date is 06/27/2013
More Performance Analytics Comparison
Name Start Date End Date
SWDHY (Skyworth Digital Holdings Ltd ADR) 06/27/2013 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
Annualized Return (%) 0.00 29.93 -9.92 13.53 -3.32 NA NA 13.49 -3.73 -33.10 12.08 108.97 -4.18 9.15 -47.70 -10.22 -16.63 50.70 1.46 3.37
Sharpe Ratio NA 0.95 -0.14 0.13 -0.07 NA NA 1.14 -0.20 -0.36 0.08 1.68 -0.07 0.18 -1.15 -0.47 -0.81 1.36 0.12 0.29
Standard Deviation(%) NA 28.18 94.88 85.85 66.65 NA NA 13.93 51.23 103.96 136.79 64.93 59.14 42.60 42.74 23.01 20.76 37.38 11.61 22.93
Draw Down(%) NA 11.91 55.74 55.74 74.63 NA NA 4.55 24.34 49.86 41.51 10.41 37.74 30.83 50.31 23.94 25.54 0.00 9.82 12.69
Yield(%) 0.00 0.00 0.58 3.66 1.58 2.29 1.72 0.00 1.58 0.64 4.87 0.00 0.00 3.01 2.29 1.08 4.38 5.45 4.95 4.72
Data as of 09/26/2025, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWDHY (Skyworth Digital Holdings Ltd ADR) -28.61%
Aug 2016 – Aug 2019
-17.67%
Aug 2015 – Aug 2020
-4.57%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWDHY (Skyworth Digital Holdings Ltd ADR) 34.64%
Jan 2020 – Jan 2023
13.53%
Jul 2020 – Jul 2025
2.74%
Jul 2013 – Jul 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return