Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDD (PDD Holdings Inc.) | -24.26% | -13.82% | 8.06% | -8.26% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDD (PDD Holdings Inc.) | 07/26/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.43 | -13.82 | 8.06 | -8.26 | NA | NA | NA | … | … | -24.26 | 18.58 | -33.39 | 79.41 | 39.88 | -67.19 | 369.78 | 68.54 | -15.96 |
| Sharpe Ratio | NA | -0.52 | 0.05 | -0.15 | NA | NA | NA | … | … | -1.43 | 0.39 | -0.70 | 1.36 | 0.37 | -0.96 | 5.47 | 1.14 | -0.34 |
| Standard Deviation(%) | NA | 32.51 | 48.60 | 67.06 | NA | NA | NA | … | … | 37.57 | 41.24 | 57.77 | 55.94 | 103.25 | 70.28 | 67.00 | 58.65 | 102.26 |
| Draw Down(%) | NA | 39.89 | 47.31 | 81.75 | NA | NA | NA | … | … | 32.31 | 32.73 | 43.41 | 42.66 | 61.39 | 73.37 | 26.74 | 38.89 | 42.76 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDD (PDD Holdings Inc.) |
-10.06%
Feb 2021 – Feb 2024 |
-9.53%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDD (PDD Holdings Inc.) |
72.90%
Aug 2018 – Aug 2021 |
50.47%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart