Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDU (New Oriental Education & Technology Group Inc.) | -16.90% | -3.79% | 5.12% | -13.31% | 2.08% | 4.71% | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDU (New Oriental Education & Technology Group Inc.) | 09/07/2006 | 06/11/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.31 | -3.79 | 5.12 | -13.31 | 2.08 | 4.71 | NA | … | … | -16.90 | -13.27 | -11.57 | 110.45 | 65.81 | -88.70 | 53.25 | 121.22 | -41.69 | 125.80 | 34.20 | 60.27 | -35.21 | 64.96 | -17.38 | -8.58 | 39.20 | 37.67 | -31.84 | 140.27 | 60.51 |
| Sharpe Ratio | NA | -0.14 | 0.02 | -0.20 | -0.01 | NA | NA | … | … | -1.03 | -0.33 | -0.30 | 2.08 | 0.68 | -0.75 | 1.16 | 3.39 | -0.95 | 3.30 | 0.88 | 1.92 | -0.86 | 1.80 | -0.22 | -0.17 | 1.05 | 0.78 | -0.44 | 2.27 | 5.51 |
| Standard Deviation(%) | NA | 37.20 | 46.82 | 76.00 | 62.43 | NA | NA | … | … | 34.65 | 48.85 | 50.76 | 51.82 | 95.61 | 117.69 | 45.30 | 35.35 | 45.35 | 38.10 | 38.75 | 31.43 | 40.75 | 35.99 | 79.99 | 51.07 | 37.23 | 48.06 | 74.02 | 60.73 | 63.33 |
| Draw Down(%) | NA | 27.14 | 56.79 | 91.18 | 95.63 | NA | NA | … | … | 27.14 | 35.77 | 42.29 | 22.49 | 59.05 | 91.36 | 26.74 | 15.22 | 52.49 | 14.81 | 21.77 | 28.10 | 43.81 | 26.12 | 67.03 | 36.57 | 21.41 | 27.35 | 53.73 | 27.34 | 20.09 |
| Yield(%) | 0.00 | 2.50 | 1.48 | 3.73 | 0.59 | 0.88 | 3.25 | … | … | 1.04 | 0.97 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.08 | 0.00 | 2.07 | 0.00 | 1.81 | 1.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 09/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDU (New Oriental Education & Technology Group Inc.) |
-49.65%
Mar 2019 – Mar 2022 |
-28.70%
May 2017 – May 2022 |
-7.48%
Mar 2012 – Mar 2022 |
1.02%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDU (New Oriental Education & Technology Group Inc.) |
74.46%
Jan 2015 – Jan 2018 |
49.90%
Jul 2012 – Jul 2017 |
24.61%
Oct 2006 – Oct 2016 |
15.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart