Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HERB (Yasheng Group) | -40.00% | -25.00% | -33.06% | -13.96% | -21.03% | -22.63% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HERB (Yasheng Group) | 04/20/2010 | 06/05/2026 |
| 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 (%) | -25.00 | -25.00 | -33.06 | -13.96 | -21.03 | -22.63 | NA | … | … | -40.00 | -66.67 | -16.67 | -40.00 | 37.50 | 151.18 | 3.75 | 80.59 | -92.22 | -20.90 | -45.33 | -15.83 | 3.45 | 34.88 | -32.81 | -76.64 | 31.10 |
| Sharpe Ratio | NA | -0.08 | -0.11 | -0.05 | -0.06 | NA | NA | … | … | -0.19 | -0.20 | -0.07 | -0.14 | 0.11 | 0.33 | 0.01 | 0.20 | -0.28 | -0.12 | -0.25 | -0.15 | 0.03 | 0.37 | -0.25 | -0.93 | 0.48 |
| Standard Deviation(%) | NA | 367.50 | 339.58 | 342.02 | 359.74 | NA | NA | … | … | 374.76 | 346.04 | 332.29 | 314.57 | 321.01 | 455.76 | 522.17 | 391.12 | 335.75 | 173.32 | 180.08 | 103.63 | 112.13 | 94.51 | 130.51 | 82.81 | 96.40 |
| Draw Down(%) | NA | 66.67 | 86.67 | 92.31 | 99.18 | NA | NA | … | … | 60.00 | 77.78 | 73.33 | 84.21 | 76.92 | 85.71 | 89.75 | 85.30 | 92.22 | 57.09 | 70.15 | 53.28 | 70.50 | 25.64 | 61.11 | 78.47 | 45.61 |
| 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 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERB (Yasheng Group) |
-67.71%
Dec 2015 – Dec 2018 |
-52.23%
Apr 2015 – Apr 2020 |
-37.43%
Nov 2010 – Nov 2020 |
-26.65%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERB (Yasheng Group) |
102.06%
Mar 2020 – Mar 2023 |
42.59%
Sep 2019 – Sep 2024 |
-8.76%
Nov 2012 – Nov 2022 |
-21.03%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart