Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NIO (NIO Inc.) | -5.96% | -22.05% | -34.44% | 2.58% | -11.18% | -5.60% | -3.25% | -0.41% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIO (NIO Inc.) | 10/27/1999 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 10/27/1999.
AR inception is since 10/27/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.27 | -22.05 | -34.44 | 2.58 | -11.18 | -5.60 | -3.25 | -0.41 | -5.96 | -50.61 | -6.97 | -69.22 | -35.00 | 1,112.44 | -36.89 | 8,393.33 | -99.49 | 4.44 | 4.02 | 18.13 | -8.09 | 8.86 | 21.98 | 3.08 | 33.21 | -15.01 | -3.93 | 7.06 | -1.78 | 4.10 | 9.11 | 16.28 | 13.26 | 21.32 | -3.53 |
| Sharpe Ratio | NA | -0.42 | -0.54 | 0.02 | -0.05 | NA | NA | -0.01 | -0.28 | -0.83 | -0.17 | -0.76 | -0.52 | 11.06 | -0.39 | 5.32 | -0.06 | 2.41 | 0.47 | 2.61 | -0.64 | 1.06 | 2.19 | 0.28 | 2.22 | -0.46 | -0.79 | 0.52 | -0.46 | 0.28 | 1.02 | 1.60 | 0.99 | 1.34 | -1.08 |
| Standard Deviation(%) | NA | 68.24 | 72.34 | 78.27 | 258.05 | NA | NA | 148.76 | 65.69 | 69.04 | 65.58 | 93.28 | 66.79 | 99.50 | 98.18 | 827.11 | 1,648.93 | 7.29 | 8.48 | 6.94 | 12.66 | 8.42 | 10.02 | 10.74 | 14.93 | 34.32 | 8.87 | 7.20 | 8.68 | 11.43 | 8.26 | 9.49 | 11.25 | 12.89 | 20.23 |
| Draw Down(%) | NA | 56.45 | 86.96 | 95.00 | 99.53 | NA | NA | 99.53 | 39.85 | 59.54 | 53.75 | 72.36 | 55.19 | 54.16 | 87.01 | 49.14 | 99.52 | 2.23 | 9.26 | 3.64 | 19.62 | 6.39 | 5.99 | 15.11 | 8.77 | 41.12 | 10.61 | 7.82 | 10.46 | 19.41 | 9.10 | 10.00 | 6.96 | 6.83 | 14.11 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 | 2.47 | 2.99 | 4.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.03 | 6.05 | 6.62 | 5.64 | 5.87 | 6.70 | 6.34 | 6.83 | 5.22 | 4.98 | 5.49 | 6.63 | 6.29 | 6.23 | 7.36 | 5.74 | 7.21 | 1.22 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIO (NIO Inc.) |
-81.40%
Sep 2014 - Sep 2017 |
-62.86%
Sep 2012 - Sep 2017 |
-37.97%
Sep 2007 - Sep 2017 |
-25.63%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIO (NIO Inc.) |
772.85%
Jun 2018 - Jun 2021 |
193.71%
Jul 2018 - Jul 2023 |
22.50%
Jan 2011 - Jan 2021 |
14.55%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart