Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LX (LexinFintech Holdings Ltd.) | -25.43% | -66.13% | 7.39% | -25.55% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LX (LexinFintech Holdings Ltd.) | 12/21/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | -66.13 | 7.39 | -25.55 | NA | NA | NA | … | … | -25.43 | -40.97 | 242.61 | 2.01 | -50.78 | -42.39 | -51.76 | 91.59 | -47.84 | 29.91 |
| Sharpe Ratio | NA | -1.08 | 0.07 | -0.31 | NA | NA | NA | … | … | -1.04 | -0.56 | 3.36 | -0.03 | -0.62 | -0.51 | -0.67 | 1.77 | -0.63 | NA |
| Standard Deviation(%) | NA | 63.65 | 69.76 | 74.33 | NA | NA | NA | … | … | 53.52 | 78.99 | 71.20 | 66.11 | 84.24 | 83.41 | 77.41 | 50.80 | 78.05 | NA |
| Draw Down(%) | NA | 72.18 | 81.04 | 90.23 | NA | NA | NA | … | … | 36.70 | 71.79 | 24.42 | 54.50 | 67.34 | 77.87 | 63.33 | 40.97 | 65.32 | NA |
| Yield(%) | 0.00 | 5.15 | 10.54 | 1.17 | 0.70 | 0.46 | 0.35 | … | … | 5.80 | 5.27 | 7.67 | 5.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LX (LexinFintech Holdings Ltd.) |
-50.69%
Oct 2019 – Oct 2022 |
-33.64%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LX (LexinFintech Holdings Ltd.) |
63.98%
Mar 2022 – Mar 2025 |
5.43%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart