Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STG (Sunlands Technology Group) | -42.40% | -40.80% | 3.01% | -21.83% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STG (Sunlands Technology Group) | 03/23/2018 | 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 (%) | 25.37 | -40.80 | 3.01 | -21.83 | NA | NA | NA | … | … | -42.40 | 13.27 | -44.44 | 39.51 | 67.03 | -63.67 | -57.59 | -15.46 | -72.61 |
| Sharpe Ratio | NA | 0.11 | 0.11 | -0.16 | NA | NA | NA | … | … | 0.05 | 0.12 | -0.49 | 0.35 | 0.65 | -0.81 | -0.62 | -0.27 | -0.99 |
| Standard Deviation(%) | NA | 113.72 | 104.74 | 100.54 | NA | NA | NA | … | … | 138.59 | 86.83 | 104.17 | 101.84 | 101.23 | 78.31 | 93.13 | 63.22 | 83.79 |
| Draw Down(%) | NA | 80.57 | 80.57 | 82.65 | NA | NA | NA | … | … | 56.64 | 63.30 | 58.67 | 79.06 | 62.42 | 85.70 | 70.73 | 63.21 | 79.64 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 12.83 | 0.61 | 0.41 | 0.31 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 13.08 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STG (Sunlands Technology Group) |
-60.62%
Jan 2019 – Jan 2022 |
-50.32%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STG (Sunlands Technology Group) |
35.06%
Aug 2022 – Aug 2025 |
-11.51%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart