Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYHLF (Symphony Holdings Limited) | NA | -2.90% | -13.01% | -3.06% | 0.39% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYHLF (Symphony Holdings Limited) | 07/24/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.90 | -13.01 | -3.06 | 0.39 | NA | NA | … | … | 3.62 | 1.24 | -41.19 | 0.50 | 4.69 | 24.87 | 1.54 | 0.62 | 0.51 | 17.09 | 0.00 |
| Sharpe Ratio | NA | -0.85 | -0.51 | -0.20 | -0.06 | NA | NA | … | … | 0.67 | -0.56 | -0.90 | -1.76 | 1.12 | 1.33 | 0.09 | -1.12 | -0.22 | 0.89 | 0.00 |
| Standard Deviation(%) | NA | 7.01 | 32.37 | 26.52 | 19.67 | NA | NA | … | … | 2.94 | 9.59 | 76.45 | 0.50 | 4.15 | 18.45 | 1.53 | 0.62 | 0.51 | 18.97 | NA |
| Draw Down(%) | NA | 6.29 | 41.67 | 41.67 | 41.67 | NA | NA | … | … | 0.00 | 6.29 | 41.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.91 | 0.00 |
| Yield(%) | 0.00 | 1.61 | 0.83 | 0.99 | 2.84 | 1.89 | 1.42 | … | … | 1.71 | 1.61 | 0.50 | 0.50 | 1.00 | 1.03 | 1.54 | 0.62 | 0.51 | 20.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 07/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYHLF (Symphony Holdings Limited) |
-14.24%
Jul 2021 – Jul 2024 |
-4.77%
Mar 2018 – Mar 2023 |
0.39%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYHLF (Symphony Holdings Limited) |
9.90%
Jul 2018 – Jul 2021 |
9.11%
Feb 2016 – Feb 2021 |
0.39%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart