Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEI (Alset Inc.) | -57.56% | 78.05% | -6.91% | -21.31% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/08/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEI (Alset Inc.) | 02/08/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.05 | 78.05 | -6.91 | -21.31 | NA | NA | NA | … | … | -57.56 | 150.98 | -18.45 | -55.22 | 310.71 | -94.69 |
| Sharpe Ratio | NA | 0.61 | 0.01 | -0.11 | NA | NA | NA | … | … | -0.97 | 1.11 | -0.22 | -0.73 | 1.00 | -0.62 |
| Standard Deviation(%) | NA | 135.99 | 117.37 | 173.82 | NA | NA | NA | … | … | 90.90 | 136.36 | 115.58 | 82.03 | 310.37 | 155.35 |
| Draw Down(%) | NA | 65.11 | 77.00 | 97.60 | NA | NA | NA | … | … | 60.89 | 47.10 | 69.13 | 76.11 | 82.14 | 97.96 |
| 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 |
Data as of 06/04/2026, Common starting date is 02/08/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEI (Alset Inc.) |
-62.76%
Apr 2021 – Apr 2024 |
-32.34%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEI (Alset Inc.) |
145.24%
Oct 2022 – Oct 2025 |
-17.45%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart