Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIELF (Shanghai Electric Group Company Limited) | NA | 60.87% | 4.96% | 1.12% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 11/16/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIELF (Shanghai Electric Group Company Limited) | 11/16/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 60.87 | 4.96 | 1.12 | NA | NA | NA | … | … | 2.78 | 89.47 | -28.52 | -24.06 | 0.00 | 0.00 | 0.00 | -7.89 | -13.64 |
| Sharpe Ratio | NA | 1.21 | 0.03 | -0.02 | NA | NA | NA | … | … | 0.04 | 1.72 | -1.16 | -0.52 | 0.00 | 0.00 | 0.00 | -0.50 | NA |
| Standard Deviation(%) | NA | 47.83 | 44.08 | 39.51 | NA | NA | NA | … | … | 18.99 | 48.83 | 28.55 | 49.51 | NA | NA | NA | 17.35 | 0.00 |
| Draw Down(%) | NA | 11.11 | 40.63 | 45.71 | NA | NA | NA | … | … | 11.11 | 0.00 | 28.52 | 40.11 | 0.00 | 0.00 | 0.00 | 14.63 | 13.64 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 11/16/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIELF (Shanghai Electric Group Company Limited) |
-18.42%
Dec 2020 – Dec 2023 |
-12.94%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIELF (Shanghai Electric Group Company Limited) |
4.96%
Jul 2022 – Jul 2025 |
1.12%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart