Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEKE (KE Holdings Inc.) | 7.41% | -9.38% | 3.95% | -17.36% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEKE (KE Holdings Inc.) | 08/14/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | -9.38 | 3.95 | -17.36 | NA | NA | NA | … | … | 7.41 | -12.65 | 16.49 | 17.36 | -30.62 | -67.31 | 86.48 |
| Sharpe Ratio | NA | -0.33 | 0.04 | -0.30 | NA | NA | NA | … | … | 0.39 | -0.38 | 0.23 | 0.28 | -0.31 | -0.71 | 5.25 |
| Standard Deviation(%) | NA | 35.95 | 48.12 | 71.43 | NA | NA | NA | … | … | 41.64 | 41.55 | 55.99 | 50.01 | 105.02 | 94.68 | 78.70 |
| Draw Down(%) | NA | 27.26 | 41.39 | 83.37 | NA | NA | NA | … | … | 23.42 | 36.52 | 32.05 | 30.89 | 60.78 | 79.61 | 21.66 |
| Yield(%) | 0.00 | 1.48 | 2.42 | 0.50 | 0.35 | 0.23 | 0.18 | … | … | 1.72 | 2.02 | 2.23 | 1.15 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEKE (KE Holdings Inc.) |
-40.26%
Oct 2020 – Oct 2023 |
-23.70%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEKE (KE Holdings Inc.) |
21.00%
Oct 2022 – Oct 2025 |
-18.73%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart