Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOSUY (Fosun International Ltd ADR) | -2.63% | -1.38% | -11.79% | -21.12% | -8.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOSUY (Fosun International Ltd ADR) | 07/15/2014 | 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.38 | -11.79 | -21.12 | -8.89 | NA | NA | … | … | -2.63 | -19.63 | 4.38 | -26.13 | -23.19 | -13.73 | -8.01 | 2.60 | -30.54 | 47.96 | -1.43 | 26.45 | -6.88 |
| Sharpe Ratio | NA | -0.31 | -0.27 | -0.40 | -0.19 | NA | NA | … | … | -0.20 | -0.38 | 0.02 | -0.67 | -0.28 | -0.16 | -0.14 | 0.03 | -0.91 | 1.33 | -0.08 | 0.30 | -0.64 |
| Standard Deviation(%) | NA | 52.79 | 48.79 | 58.10 | 55.48 | NA | NA | … | … | 43.32 | 59.75 | 39.15 | 44.89 | 87.97 | 87.80 | 59.69 | 35.22 | 35.18 | 35.66 | 20.54 | 88.86 | 22.25 |
| Draw Down(%) | NA | 37.59 | 37.59 | 71.78 | 79.03 | NA | NA | … | … | 20.37 | 31.82 | 22.76 | 44.24 | 47.92 | 38.89 | 26.31 | 31.57 | 38.84 | 14.92 | 14.81 | 48.64 | 15.64 |
| Yield(%) | 0.00 | 0.53 | 0.43 | 0.91 | 1.69 | 1.56 | 1.17 | … | … | 0.00 | 0.42 | 0.84 | 0.20 | 3.54 | 2.23 | 2.45 | 4.74 | 2.07 | 1.82 | 1.49 | 3.21 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSUY (Fosun International Ltd ADR) |
-27.50%
Feb 2021 – Feb 2024 |
-22.29%
Oct 2017 – Oct 2022 |
-13.85%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSUY (Fosun International Ltd ADR) |
30.93%
Oct 2014 – Oct 2017 |
5.91%
Feb 2016 – Feb 2021 |
-4.70%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart