Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AACG (ATA Creativity Global) | 37.97% | 23.86% | -9.07% | -19.58% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AACG (ATA Creativity Global) | 03/11/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.39 | 23.86 | -9.07 | -19.58 | NA | NA | NA | … | … | 37.97 | -12.94 | -34.48 | -8.66 | 18.69 | -10.08 | -12.50 | 25.93 |
| Sharpe Ratio | NA | 0.22 | -0.11 | -0.20 | NA | NA | NA | … | … | 2.40 | -0.12 | -0.54 | -0.19 | 0.15 | -0.04 | -0.14 | 0.23 |
| Standard Deviation(%) | NA | 126.84 | 95.33 | 96.55 | NA | NA | NA | … | … | 68.62 | 130.23 | 77.01 | 69.12 | 112.95 | 264.98 | 89.32 | 138.04 |
| Draw Down(%) | NA | 70.98 | 70.98 | 87.89 | NA | NA | NA | … | … | 25.00 | 70.98 | 68.94 | 67.21 | 64.39 | 92.73 | 58.90 | 64.68 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACG (ATA Creativity Global) |
-40.35%
Jul 2021 – Jul 2024 |
-27.38%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACG (ATA Creativity Global) |
35.97%
Apr 2020 – Apr 2023 |
15.93%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart