Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOSUF (Fosun International Ltd) | 0.00% | -10.42% | -11.96% | -21.54% | -9.20% | 3.10% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOSUF (Fosun International Ltd) | 01/06/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.42 | -11.96 | -21.54 | -9.20 | 3.10 | NA | … | … | 0.00 | -18.56 | 0.00 | -32.55 | -20.17 | -28.19 | 7.21 | 3.65 | -31.49 | 66.00 | -10.50 | 14.21 | 44.45 | 119.14 | 55.45 | -9.95 | -6.58 |
| Sharpe Ratio | NA | -0.29 | -0.31 | -0.45 | -0.22 | NA | NA | … | … | 0.00 | -0.40 | -0.06 | -0.89 | -0.31 | -0.86 | 0.13 | 0.06 | -0.75 | 1.47 | -0.26 | 0.22 | 1.16 | 2.61 | 1.17 | -0.17 | -0.15 |
| Standard Deviation(%) | NA | 45.00 | 52.12 | 53.07 | 48.95 | NA | NA | … | … | 0.00 | 54.54 | 64.49 | 40.82 | 70.23 | 32.96 | 54.33 | 39.31 | 43.96 | 44.81 | 41.40 | 65.59 | 38.22 | 45.64 | 47.89 | 60.12 | 46.08 |
| Draw Down(%) | NA | 37.68 | 43.30 | 73.92 | 81.63 | NA | NA | … | … | 0.00 | 37.68 | 31.65 | 46.16 | 62.80 | 33.85 | 35.48 | 30.96 | 42.74 | 19.22 | 20.26 | 52.55 | 19.71 | 12.12 | 25.00 | 44.30 | 27.91 |
| Yield(%) | 0.00 | 4.00 | 1.20 | 1.15 | 2.04 | 6.81 | 5.57 | … | … | 0.00 | 3.64 | 0.00 | 0.46 | 3.74 | 1.87 | 2.40 | 5.00 | 1.73 | 2.22 | 1.37 | 1.48 | 2.00 | 29.82 | 32.00 | 23.94 | 2.63 |
Data as of 06/03/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSUF (Fosun International Ltd) |
-28.80%
Mar 2021 – Mar 2024 |
-22.42%
Oct 2017 – Oct 2022 |
-13.49%
May 2015 – May 2025 |
3.10%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSUF (Fosun International Ltd) |
103.85%
Apr 2012 – Apr 2015 |
57.88%
May 2010 – May 2015 |
19.06%
Dec 2010 – Dec 2020 |
6.44%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart