Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISPR (Ispire Technology Inc.) | -37.14% | -37.59% | -38.86% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/04/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISPR (Ispire Technology Inc.) | 04/04/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | -37.59 | -38.86 | NA | NA | NA | NA | … | … | -37.14 | -43.34 | -56.64 | 60.66 |
| Sharpe Ratio | NA | -0.32 | -0.46 | NA | NA | NA | NA | … | … | -0.57 | -0.55 | -0.83 | 0.88 |
| Standard Deviation(%) | NA | 106.27 | 92.21 | NA | NA | NA | NA | … | … | 124.92 | 84.26 | 76.70 | 97.50 |
| Draw Down(%) | NA | 64.13 | 91.90 | NA | NA | NA | NA | … | … | 64.13 | 70.30 | 59.21 | 48.16 |
| Yield(%) | 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 06/09/2026, Common starting date is 04/04/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISPR (Ispire Technology Inc.) |
-37.71%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISPR (Ispire Technology Inc.) |
-37.71%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart