Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEDU (Bright Scholar Education Holdings Ltd Class A) | NA | 13.64% | -4.83% | -34.77% | NA | NA | NA | … | … |
Data as of 12/15/2025, Common starting date is 05/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEDU (Bright Scholar Education Holdings Ltd Class A) | 05/19/2017 | 12/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.27 | 13.64 | -4.83 | -34.77 | NA | NA | NA | … | … | 30.81 | 37.60 | -48.13 | -48.06 | -74.20 | -26.75 | 3.11 | -50.67 | 46.78 |
| Sharpe Ratio | NA | 0.15 | -0.11 | -0.50 | NA | NA | NA | … | … | 0.43 | 0.36 | -0.71 | -0.70 | -1.01 | -0.52 | 0.03 | -0.82 | 1.47 |
| Standard Deviation(%) | NA | 73.70 | 76.19 | 74.59 | NA | NA | NA | … | … | 68.61 | 85.91 | 74.00 | 71.28 | 73.37 | 51.55 | 49.47 | 63.82 | 58.42 |
| Draw Down(%) | NA | 31.37 | 75.59 | 95.97 | NA | NA | NA | … | … | 28.21 | 43.25 | 75.59 | 54.62 | 77.45 | 41.37 | 30.53 | 61.48 | 38.44 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.55 | 1.83 | 1.22 | 0.91 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 13.34 | 9.66 | 6.04 | 0.00 | 0.00 |
Data as of 12/15/2025, Common starting date is 05/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEDU (Bright Scholar Education Holdings Ltd Class A) |
-66.63%
Aug 2020 – Aug 2023 |
-51.70%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEDU (Bright Scholar Education Holdings Ltd Class A) |
-5.07%
Nov 2022 – Nov 2025 |
-35.32%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart