Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NTES (NetEase, Inc.) | -9.93% | -1.75% | 15.15% | 3.50% | 14.86% | 20.80% | 19.34% | … | … |
Data as of 06/04/2026, Common starting date is 06/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTES (NetEase, Inc.) | 06/30/2000 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | -1.75 | 15.15 | 3.50 | 14.86 | 20.80 | 19.34 | … | … | -9.93 | 58.79 | -1.73 | 30.59 | -27.35 | 7.11 | 57.89 | 31.14 | -31.70 | 60.63 | 19.19 | 83.30 | 26.94 | 85.63 | -5.17 | 24.07 | -3.91 | 70.23 | 16.56 | 1.44 | 33.12 | 6.12 | 43.34 | 222.45 | 1,664.25 | -78.81 | -74.74 |
| Sharpe Ratio | NA | -0.05 | 0.29 | 0.01 | 0.32 | NA | NA | … | … | -0.80 | 1.67 | -0.13 | 0.70 | -0.53 | 0.14 | 1.29 | 0.80 | -0.86 | 1.57 | 0.46 | 2.13 | 0.96 | 2.56 | -0.14 | 0.55 | -0.10 | 1.50 | 0.27 | -0.05 | 0.78 | 0.08 | 0.72 | 2.51 | 7.63 | -0.71 | -0.78 |
| Standard Deviation(%) | NA | 29.17 | 37.00 | 43.40 | 41.64 | NA | NA | … | … | 31.01 | 34.19 | 40.68 | 38.66 | 54.21 | 51.00 | 44.42 | 37.14 | 38.61 | 38.48 | 41.64 | 39.03 | 28.13 | 33.40 | 38.58 | 43.85 | 38.85 | 46.64 | 58.32 | 36.43 | 38.02 | 49.73 | 58.58 | 88.34 | 103.23 | 131.28 | 125.16 |
| Draw Down(%) | NA | 30.46 | 33.97 | 52.37 | 57.34 | NA | NA | … | … | 25.22 | 16.27 | 31.16 | 25.71 | 48.02 | 40.24 | 23.96 | 25.73 | 45.87 | 22.80 | 26.54 | 29.17 | 22.82 | 15.82 | 41.78 | 32.07 | 30.98 | 25.11 | 41.82 | 36.02 | 38.87 | 38.80 | 48.60 | 48.27 | 42.42 | 82.69 | 79.24 |
| Yield(%) | 0.00 | 1.81 | 3.12 | 1.81 | 1.03 | 3.08 | 4.66 | … | … | 0.79 | 3.46 | 2.64 | 2.30 | 1.51 | 0.85 | 1.17 | 0.85 | 0.09 | 0.33 | 0.34 | 0.36 | 0.63 | 0.47 | 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 06/04/2026, Common starting date is 06/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTES (NetEase, Inc.) |
-7.32%
May 2021 – May 2024 |
0.51%
Oct 2017 – Oct 2022 |
14.65%
May 2016 – May 2026 |
17.01%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTES (NetEase, Inc.) |
333.64%
Dec 2001 – Dec 2004 |
158.40%
Dec 2001 – Dec 2006 |
77.47%
Mar 2002 – Mar 2012 |
63.13%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart