Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSHCY (Haier Smart Home Co. Ltd) | -12.76% | -1.14% | -1.69% | NA | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 10/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSHCY (Haier Smart Home Co. Ltd) | 10/25/2021 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.47 | -1.14 | -1.69 | NA | NA | NA | NA | … | … | -12.76 | -6.19 | 28.59 | -14.83 | -19.49 | 15.87 |
| Sharpe Ratio | NA | -0.19 | -0.09 | NA | NA | NA | NA | … | … | -1.01 | -0.25 | 0.62 | -0.60 | -0.47 | 2.10 |
| Standard Deviation(%) | NA | 27.77 | 35.13 | NA | NA | NA | NA | … | … | 26.65 | 36.74 | 40.09 | 30.92 | 44.61 | 57.20 |
| Draw Down(%) | NA | 30.18 | 47.01 | NA | NA | NA | NA | … | … | 30.18 | 29.76 | 28.38 | 31.88 | 41.82 | 16.19 |
| Yield(%) | 0.00 | 5.92 | 3.75 | 2.31 | 1.16 | 0.77 | 0.58 | … | … | 0.00 | 5.00 | 4.02 | 2.27 | 1.62 | 0.00 |
Data as of 06/16/2026, Common starting date is 10/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSHCY (Haier Smart Home Co. Ltd) |
-4.43%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSHCY (Haier Smart Home Co. Ltd) |
13.59%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart