Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DAO (Youdao, Inc.) 14.48% 29.37% 35.68% -12.91% NA NA NA
Data as of 06/04/2026, Common starting date is 10/25/2019
More Performance Analytics Comparison
Name Start Date End Date
DAO (Youdao, Inc.) 10/25/2019 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 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) -0.86 29.37 35.68 -12.91 NA NA NA 14.48 28.11 75.13 -26.77 -56.89 -52.96 88.42 12.64 72.14 39.85 19.41 -10.23 398.23 -82.87 326.61 -4.62 3,988.05 -99.53 -3.97 60.96 -19.34 67.08 -4.41 -33.33 -12.82
Sharpe Ratio NA 0.59 0.55 -0.17 -0.10 NA NA 0.79 0.39 0.99 -0.41 -0.51 -0.44 0.95 1.35 0.85 0.51 0.02 -0.67 2.51 -0.56 0.22 -0.37 1.02 -0.03 -0.68 0.10 -1.12 0.94 -0.50 -1.07 -0.72
Standard Deviation(%) NA 51.97 64.53 89.46 167.57 NA NA 61.96 65.19 70.09 75.61 113.69 119.38 92.60 45.94 44.32 42.22 36.43 42.88 153.46 180.37 438.78 77.34 3,821.47 4,625.91 38.68 411.95 34.90 50.93 48.52 52.15 50.39
Draw Down(%) NA 29.35 44.77 88.97 87.68 NA NA 29.35 41.08 35.27 64.01 79.42 82.44 49.23 15.32 18.66 49.35 30.83 33.33 20.30 87.68 82.89 29.14 100.00 100.00 37.46 90.85 40.12 33.98 50.82 54.62 50.00
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 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 0.00 0.00
Data as of 06/04/2026, Common starting date is 10/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DAO (Youdao, Inc.) -55.10%
Jan 2021 – Jan 2024
-27.12%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DAO (Youdao, Inc.) 45.72%
Oct 2022 – Oct 2025
-12.07%
Dec 2019 – Dec 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return