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
FVTI (Fortune Valley Treasures Inc) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 02/18/2025, Common starting date is 03/17/2017
More Performance Analytics Comparison
Name Start Date End Date
FVTI (Fortune Valley Treasures Inc) 03/17/2017 02/18/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 -83.20 -41.59 -22.18 149.76 -32.12 70.62 1.14 59.09
Sharpe Ratio NA -0.25 -0.24 -0.14 NA NA NA -0.21 -0.25 -0.26 -0.11 1.37 -0.21 0.44 0.00 0.78
Standard Deviation(%) NA 398.97 283.19 296.75 NA NA NA 473.86 367.23 180.31 220.18 224.52 152.07 157.53 140.56 101.10
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 97.24 63.64 81.13 72.11 75.25 57.69 83.20 38.68
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
Data as of 02/18/2025, Common starting date is 03/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FVTI (Fortune Valley Treasures Inc) -66.07%
Aug 2021 – Aug 2024
-41.90%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FVTI (Fortune Valley Treasures Inc) 76.80%
Oct 2018 – Oct 2021
33.57%
Apr 2017 – Apr 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return