Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNPSF (Uni-President China Holdings Ltd) | NA | 55.49% | 142.27% | 138.67% | 64.54% | NA | NA | … | … |
Data as of 06/09/2025, Common starting date is 01/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNPSF (Uni-President China Holdings Ltd) | 01/13/2014 | 06/09/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 55.49 | 142.27 | 138.67 | 64.54 | NA | NA | … | … | 0.00 | 727.52 | 78.53 | 92.67 | 194.36 | -8.56 | 54.47 | 7.01 | 12.93 | 7.14 | -2.60 | -12.68 |
| Sharpe Ratio | NA | 1.24 | 1.26 | 1.31 | 0.84 | NA | NA | … | … | 0.00 | 4.10 | 1.05 | 0.93 | 2.17 | -0.56 | 1.43 | 1.13 | 0.91 | 1.00 | -0.10 | -0.44 |
| Standard Deviation(%) | NA | 42.12 | 110.47 | 104.10 | 75.25 | NA | NA | … | … | NA | 176.38 | 71.97 | 98.53 | 89.49 | 15.68 | 37.05 | 5.00 | 13.60 | 6.90 | 25.66 | 29.74 |
| Draw Down(%) | NA | 3.90 | 37.36 | 37.36 | 37.36 | NA | NA | … | … | 0.00 | 13.64 | 27.47 | 22.33 | 27.10 | 10.78 | 0.00 | 0.00 | 1.33 | 0.00 | 18.48 | 24.04 |
| Yield(%) | 0.00 | 0.00 | 39.57 | 43.46 | 29.51 | 16.66 | 12.50 | … | … | 0.00 | 79.70 | 55.03 | 47.53 | 61.69 | 4.21 | 30.51 | 2.36 | 0.00 | 6.67 | 2.53 | 6.22 |
Data as of 06/09/2025, Common starting date is 01/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNPSF (Uni-President China Holdings Ltd) |
-3.48%
Feb 2014 – Feb 2017 |
1.95%
Feb 2014 – Feb 2019 |
29.83%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNPSF (Uni-President China Holdings Ltd) |
232.17%
Mar 2022 – Mar 2025 |
141.35%
Oct 2019 – Oct 2024 |
64.97%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart