Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUYI (Puyi Inc ADR) | NA | 61.58% | 17.77% | 8.09% | NA | NA | NA | … | … |
Data as of 05/17/2024, Common starting date is 03/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUYI (Puyi Inc ADR) | 03/29/2019 | 05/17/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 61.58 | 17.77 | 8.09 | NA | NA | NA | … | … | 45.87 | -19.24 | 14.89 | 7.78 | -1.28 | -8.09 |
| Sharpe Ratio | NA | 0.56 | 0.20 | 0.08 | NA | NA | NA | … | … | 2.03 | -0.23 | 0.22 | 0.14 | -0.03 | -0.12 |
| Standard Deviation(%) | NA | 103.37 | 77.34 | 77.71 | NA | NA | NA | … | … | 81.80 | 102.55 | 61.08 | 56.18 | 56.73 | 97.60 |
| Draw Down(%) | NA | 70.25 | 74.59 | 85.10 | NA | NA | NA | … | … | 30.24 | 71.73 | 43.56 | 48.62 | 22.46 | 70.90 |
| 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 |
Data as of 05/17/2024, Common starting date is 03/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUYI (Puyi Inc ADR) |
-17.13%
Nov 2020 – Nov 2023 |
5.65%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUYI (Puyi Inc ADR) |
24.79%
Mar 2021 – Mar 2024 |
5.65%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart