Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOMO (Hello Group Inc.) | -8.68% | -4.30% | -8.09% | -9.22% | -3.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOMO (Hello Group Inc.) | 12/11/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.36 | -4.30 | -8.09 | -9.22 | -3.13 | NA | NA | … | … | -8.68 | -10.17 | 21.75 | -15.26 | 12.98 | -33.08 | -56.80 | 43.25 | -2.98 | 33.19 | 14.73 | 33.50 | -29.49 |
| Sharpe Ratio | NA | -0.03 | -0.19 | -0.19 | -0.07 | NA | NA | … | … | -0.47 | -0.36 | 0.37 | -0.41 | 0.11 | -0.65 | -1.00 | 0.85 | -0.07 | 0.55 | 0.19 | 0.55 | -0.94 |
| Standard Deviation(%) | NA | 31.98 | 40.75 | 59.90 | 58.61 | NA | NA | … | … | 28.96 | 36.43 | 49.11 | 46.82 | 100.91 | 51.00 | 56.76 | 49.05 | 60.90 | 59.38 | 78.38 | 60.56 | 106.71 |
| Draw Down(%) | NA | 37.50 | 50.91 | 70.23 | 90.33 | NA | NA | … | … | 18.45 | 33.87 | 30.75 | 40.30 | 56.12 | 57.52 | 67.14 | 35.25 | 56.67 | 50.95 | 53.25 | 43.28 | 36.37 |
| Yield(%) | 0.00 | 4.48 | 4.18 | 3.57 | 3.48 | 1.76 | 1.32 | … | … | 4.12 | 4.06 | 8.02 | 7.57 | 6.97 | 4.69 | 2.09 | 2.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOMO (Hello Group Inc.) |
-45.63%
Jul 2019 – Jul 2022 |
-33.90%
Jul 2017 – Jul 2022 |
-6.18%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOMO (Hello Group Inc.) |
58.34%
Aug 2015 – Aug 2018 |
25.86%
Jan 2015 – Jan 2020 |
1.13%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart