Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BABA (Alibaba Group Holding Limited) | -14.07% | 7.21% | 16.24% | -9.55% | 5.44% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BABA (Alibaba Group Holding Limited) | 09/19/2014 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 7.21 | 16.24 | -9.55 | 5.44 | NA | NA | … | … | -14.07 | 75.77 | 11.74 | -10.83 | -25.84 | -48.96 | 9.73 | 54.74 | -20.51 | 96.37 | 8.05 | -21.81 | 10.70 |
| Sharpe Ratio | NA | 0.12 | 0.34 | -0.24 | 0.08 | NA | NA | … | … | -0.82 | 1.51 | 0.22 | -0.36 | -0.38 | -1.11 | 0.23 | 1.76 | -0.61 | 3.71 | 0.25 | -0.65 | 1.24 |
| Standard Deviation(%) | NA | 43.04 | 41.65 | 50.36 | 42.83 | NA | NA | … | … | 43.65 | 48.45 | 37.34 | 40.86 | 71.64 | 44.28 | 41.53 | 30.20 | 36.28 | 25.92 | 31.08 | 33.83 | 34.99 |
| Draw Down(%) | NA | 36.77 | 36.77 | 72.48 | 80.09 | NA | NA | … | … | 32.43 | 32.66 | 29.99 | 40.81 | 54.04 | 58.66 | 30.00 | 23.54 | 37.45 | 11.63 | 25.47 | 45.36 | 12.82 |
| Yield(%) | 0.00 | 1.66 | 1.82 | 0.42 | 0.59 | 0.33 | 0.24 | … | … | 0.00 | 2.33 | 2.19 | 1.07 | 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 09/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABA (Alibaba Group Holding Limited) |
-35.30%
Oct 2020 – Oct 2023 |
-19.22%
Oct 2017 – Oct 2022 |
-2.08%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABA (Alibaba Group Holding Limited) |
41.30%
Oct 2022 – Oct 2025 |
37.89%
Sep 2015 – Sep 2020 |
12.30%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart