Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINV (FinVolution Group) | 3.90% | -37.10% | 12.21% | -5.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINV (FinVolution Group) | 11/10/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.54 | -37.10 | 12.21 | -5.23 | NA | NA | NA | … | … | 3.90 | -20.07 | 45.47 | 4.25 | 6.24 | 89.29 | 8.08 | -22.94 | -49.37 | -45.64 |
| Sharpe Ratio | NA | -0.78 | 0.27 | -0.09 | NA | NA | NA | … | … | 0.29 | -0.46 | 1.33 | 0.02 | 0.07 | 0.91 | 0.09 | -0.33 | -0.77 | -0.82 |
| Standard Deviation(%) | NA | 49.25 | 40.80 | 49.46 | NA | NA | NA | … | … | 50.74 | 49.83 | 31.45 | 34.82 | 68.85 | 98.44 | 84.94 | 75.09 | 65.88 | 122.30 |
| Draw Down(%) | NA | 56.42 | 56.42 | 70.54 | NA | NA | NA | … | … | 25.24 | 55.28 | 19.04 | 35.18 | 41.55 | 53.01 | 53.90 | 65.78 | 57.45 | 46.24 |
| Yield(%) | 0.00 | 3.54 | 6.52 | 2.87 | 1.31 | 0.88 | 0.66 | … | … | 5.86 | 4.09 | 4.92 | 4.27 | 4.08 | 6.51 | 4.29 | 5.15 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINV (FinVolution Group) |
-25.01%
Dec 2017 – Dec 2020 |
-7.79%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINV (FinVolution Group) |
48.93%
Jul 2020 – Jul 2023 |
47.41%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart