Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PHCF (Puhui Wealth Investment Management Co Ltd) NA -100.00% -100.00% NA NA NA NA
Data as of 04/06/2023, Common starting date is 01/02/2019
More Performance Analytics Comparison
Name Start Date End Date
PHCF (Puhui Wealth Investment Management Co Ltd) 01/02/2019 04/06/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019
Annualized Return (%) -100.00 -100.00 -100.00 NA NA NA NA -100.00 78.67 -36.44 10.28 -64.33
Sharpe Ratio NA 0.04 -0.11 NA NA NA NA -0.22 0.36 -0.33 0.07 -1.12
Standard Deviation(%) NA 310.72 210.62 NA NA NA NA 477.37 216.26 110.45 140.60 78.62
Draw Down(%) NA 100.00 100.00 NA NA NA NA 100.00 72.00 79.52 70.79 66.00
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
Data as of 04/06/2023, Common starting date is 01/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PHCF (Puhui Wealth Investment Management Co Ltd) -44.83%
Nov 2019 – Nov 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PHCF (Puhui Wealth Investment Management Co Ltd) 7.79%
Dec 2019 – Dec 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return