Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAL (TAL Education Group) | -0.20% | -3.85% | 26.33% | -33.77% | 5.97% | NA | NA | 10.89% |
Data as of 07/25/2025, AR inception is 10/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAL (TAL Education Group) | 10/20/2010 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.54 | -3.85 | 26.33 | -33.77 | 5.97 | NA | NA | 10.89 | -0.20 | -22.64 | 79.15 | 79.39 | -94.50 | 48.36 | 80.66 | -10.20 | 154.11 | 50.96 | 65.43 | 27.74 | 129.06 | -3.71 | -38.07 | 7.33 |
| Sharpe Ratio | NA | 0.05 | 0.45 | -0.35 | 0.07 | NA | NA | 0.15 | 0.15 | -0.49 | 1.14 | 0.70 | -0.61 | 0.99 | 1.54 | -0.59 | 3.44 | 0.46 | 1.59 | 0.20 | 3.12 | -0.59 | -1.09 | 0.31 |
| Standard Deviation(%) | NA | 65.13 | 70.48 | 98.00 | 75.54 | NA | NA | 66.86 | 66.14 | 59.49 | 66.41 | 112.79 | 154.77 | 48.57 | 37.22 | 53.47 | 39.46 | 35.97 | 29.45 | 47.29 | 35.48 | 38.35 | 51.82 | 61.81 |
| Draw Down(%) | NA | 40.97 | 51.31 | 98.06 | 98.06 | NA | NA | 98.06 | 40.97 | 51.31 | 44.74 | 55.47 | 96.18 | 20.97 | 21.69 | 54.10 | 25.10 | 18.59 | 24.18 | 22.01 | 14.17 | 38.66 | 46.65 | 20.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.44 | 0.33 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 5.02 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 10/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAL (TAL Education Group) |
-56.95%
Feb 2019 - Feb 2022 |
-33.72%
May 2018 - May 2023 |
3.54%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAL (TAL Education Group) |
94.91%
Feb 2015 - Feb 2018 |
91.72%
Sep 2012 - Sep 2017 |
47.02%
Feb 2011 - Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart