Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAFG (Holistic Asset Finance Group Co. Ltd) | -25.45% | -70.50% | -22.18% | -21.67% | 8.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAFG (Holistic Asset Finance Group Co. Ltd) | 06/19/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -70.50 | -22.18 | -21.67 | 8.89 | NA | NA | … | … | -25.45 | -26.67 | -13.79 | -5.43 | 2.22 | -84.90 | 2,107.41 | -66.25 | 627.27 | -35.29 | -32.00 | -59.02 | 15.09 | -33.75 | 220.00 |
| Sharpe Ratio | NA | -0.82 | -0.27 | -0.07 | 0.04 | NA | NA | … | … | -1.52 | -0.22 | -0.32 | -0.12 | 0.00 | -0.30 | 7.99 | -0.23 | 2.71 | -0.37 | -0.16 | -1.38 | 0.05 | -0.07 | 0.92 |
| Standard Deviation(%) | NA | 93.47 | 99.18 | 147.94 | 200.92 | NA | NA | … | … | 35.30 | 135.52 | 64.17 | 83.31 | 245.06 | 282.92 | 260.44 | 297.53 | 231.17 | 97.15 | 197.57 | 42.76 | 301.94 | 497.92 | 875.87 |
| Draw Down(%) | NA | 74.38 | 80.48 | 90.89 | 97.95 | NA | NA | … | … | 25.45 | 75.71 | 33.33 | 45.45 | 86.67 | 97.00 | 68.85 | 92.04 | 58.33 | 56.00 | 78.23 | 59.02 | 89.74 | 94.70 | 92.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAFG (Holistic Asset Finance Group Co. Ltd) |
-66.24%
Mar 2014 – Mar 2017 |
-49.77%
Jan 2021 – Jan 2026 |
-13.93%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAFG (Holistic Asset Finance Group Co. Ltd) |
456.23%
Jan 2018 – Jan 2021 |
133.11%
Jan 2016 – Jan 2021 |
42.28%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart