Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIAIF (Ping An Insurance) | NA | 74.26% | 12.00% | 2.05% | 10.24% | 7.25% | NA | … | … |
Data as of 09/11/2025, Common starting date is 12/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIAIF (Ping An Insurance) | 12/19/2007 | 09/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.49 | 74.26 | 12.00 | 2.05 | 10.24 | 7.25 | NA | … | … | 34.29 | 26.46 | -26.52 | -3.33 | -29.62 | 15.80 | 41.81 | -13.55 | 113.46 | -8.88 | 6.65 | 16.51 | 8.23 | 24.81 | -38.30 | 27.59 | 68.39 | -50.74 | 4.95 |
| Sharpe Ratio | NA | 1.25 | 0.18 | 0.00 | 0.21 | NA | NA | … | … | 1.04 | 0.34 | -0.77 | -0.09 | -0.70 | 0.43 | 1.50 | -0.42 | 3.38 | -0.24 | 0.16 | 0.49 | 0.27 | 0.94 | -0.74 | 0.76 | 1.24 | -0.62 | 10.58 |
| Standard Deviation(%) | NA | 56.92 | 51.07 | 48.28 | 42.19 | NA | NA | … | … | 48.19 | 57.83 | 40.24 | 53.95 | 42.52 | 36.04 | 26.94 | 35.35 | 33.57 | 37.76 | 42.56 | 33.67 | 30.55 | 26.65 | 51.60 | 36.20 | 54.90 | 83.25 | 44.18 |
| Draw Down(%) | NA | 36.96 | 51.11 | 61.84 | 61.84 | NA | NA | … | … | 26.42 | 30.31 | 46.34 | 52.37 | 49.27 | 31.17 | 13.41 | 30.05 | 15.03 | 25.23 | 36.68 | 19.82 | 30.96 | 19.15 | 49.72 | 22.28 | 31.86 | 66.52 | 4.02 |
| Yield(%) | 0.00 | 5.35 | 5.15 | 6.81 | 9.23 | 6.62 | 4.66 | … | … | 4.28 | 4.69 | 4.98 | 5.14 | 11.59 | 10.00 | 3.10 | 2.55 | 1.64 | 0.93 | 0.75 | 1.34 | 0.96 | 0.30 | 0.73 | 0.69 | 0.38 | 0.96 | 0.00 |
Data as of 09/11/2025, Common starting date is 12/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIAIF (Ping An Insurance) |
-21.90%
Feb 2021 – Feb 2024 |
-10.12%
Jul 2019 – Jul 2024 |
3.32%
Apr 2015 – Apr 2025 |
3.83%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIAIF (Ping An Insurance) |
44.45%
Jun 2016 – Jun 2019 |
30.11%
Feb 2016 – Feb 2021 |
19.22%
Nov 2008 – Nov 2018 |
10.55%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart