0386.HK vs. SHY
Compare and contrast key facts about China Petroleum & Chemical Corp Class H (0386.HK) and iShares 1-3 Year Treasury Bond ETF (SHY).
SHY is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 1-3 Year Treasury Bond Index. It was launched on Jul 22, 2002.
Performance
0386.HK vs. SHY - Performance Comparison
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0386.HK vs. SHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
0386.HK China Petroleum & Chemical Corp Class H | -1.71% | 11.10% | 17.42% | 17.25% | 19.85% | 14.17% | -19.50% | -8.90% | 6.53% | 9.85% |
SHY iShares 1-3 Year Treasury Bond ETF | 1.02% | 5.15% | 3.38% | 4.15% | -3.72% | -0.18% | 2.57% | 2.84% | 1.69% | 1.03% |
Different Trading Currencies
0386.HK is traded in HKD, while SHY is traded in USD. To make them comparable, the SHY values have been converted to HKD using the latest available exchange rates.
Returns By Period
In the year-to-date period, 0386.HK achieves a -1.71% return, which is significantly lower than SHY's 1.02% return. Over the past 10 years, 0386.HK has outperformed SHY with an annualized return of 7.05%, while SHY has yielded a comparatively lower 1.76% annualized return.
0386.HK
- 1D
- 0.22%
- 1M
- -13.56%
- YTD
- -1.71%
- 6M
- 13.05%
- 1Y
- 18.79%
- 3Y*
- 7.05%
- 5Y*
- 11.35%
- 10Y*
- 7.05%
SHY
- 1D
- 0.06%
- 1M
- 0.09%
- YTD
- 1.02%
- 6M
- 2.02%
- 1Y
- 4.11%
- 3Y*
- 3.80%
- 5Y*
- 1.88%
- 10Y*
- 1.76%
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Return for Risk
0386.HK vs. SHY — Risk / Return Rank
0386.HK
SHY
0386.HK vs. SHY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for China Petroleum & Chemical Corp Class H (0386.HK) and iShares 1-3 Year Treasury Bond ETF (SHY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| 0386.HK | SHY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 2.69 | -1.95 |
Sortino ratioReturn per unit of downside risk | 1.09 | 4.19 | -3.10 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.55 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 5.21 | -4.29 |
Martin ratioReturn relative to average drawdown | 2.58 | 17.44 | -14.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 0386.HK | SHY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 2.69 | -1.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.91 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 1.05 | -0.78 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 1.14 | -0.87 |
Correlation
The correlation between 0386.HK and SHY is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
0386.HK vs. SHY - Dividend Comparison
0386.HK's dividend yield for the trailing twelve months is around 5.42%, more than SHY's 3.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0386.HK China Petroleum & Chemical Corp Class H | 5.42% | 5.33% | 8.50% | 9.16% | 14.50% | 9.64% | 8.25% | 9.11% | 12.09% | 5.51% | 2.96% | 5.34% |
SHY iShares 1-3 Year Treasury Bond ETF | 3.72% | 3.81% | 3.92% | 2.99% | 1.30% | 0.26% | 0.94% | 2.12% | 1.72% | 0.98% | 0.71% | 0.54% |
Drawdowns
0386.HK vs. SHY - Drawdown Comparison
The maximum 0386.HK drawdown since its inception was -71.92%, which is greater than SHY's maximum drawdown of -4.99%. Use the drawdown chart below to compare losses from any high point for 0386.HK and SHY.
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Drawdown Indicators
| 0386.HK | SHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.92% | -5.71% | -66.21% |
Max Drawdown (1Y)Largest decline over 1 year | -20.85% | -0.89% | -19.96% |
Max Drawdown (5Y)Largest decline over 5 years | -30.76% | -5.71% | -25.05% |
Max Drawdown (10Y)Largest decline over 10 years | -55.68% | -5.71% | -49.97% |
Current DrawdownCurrent decline from peak | -18.90% | -0.42% | -18.48% |
Average DrawdownAverage peak-to-trough decline | -28.70% | -0.52% | -28.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.39% | 0.23% | +7.16% |
Volatility
0386.HK vs. SHY - Volatility Comparison
China Petroleum & Chemical Corp Class H (0386.HK) has a higher volatility of 8.09% compared to iShares 1-3 Year Treasury Bond ETF (SHY) at 0.64%. This indicates that 0386.HK's price experiences larger fluctuations and is considered to be riskier than SHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 0386.HK | SHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.09% | 0.64% | +7.45% |
Volatility (6M)Calculated over the trailing 6-month period | 18.38% | 1.04% | +17.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.64% | 1.66% | +22.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.98% | 2.07% | +23.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.60% | 1.68% | +24.92% |