Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIGR (UP Fintech Holding Limited) | -50.21% | -43.40% | 16.38% | -29.17% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIGR (UP Fintech Holding Limited) | 03/20/2019 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.99 | -43.40 | 16.38 | -29.17 | NA | NA | NA | … | … | -50.21 | 40.40 | 55.88 | 29.62 | -30.55 | -38.16 | 123.66 | -67.49 | -41.43 | 300,329.18 | -60.68 | -53.49 | -76.88 | -5.10 | -4.85 | -56.63 | 45.71 | 81.11 | -63.11 | 25.45 | 11.46 | 7.06 | -8.94 | 74.63 | -37.88 | -76.43 | -26.32 | 10,033.33 | -70.00 | 11.11 | -76.32 | -47.22 | -64.00 | -30.56 | 453.85 | 8.33 | 20.00 |
| Sharpe Ratio | NA | -0.62 | 0.29 | -0.34 | -0.02 | NA | NA | … | … | -1.10 | 0.54 | 0.56 | 0.40 | -0.33 | -0.34 | 1.38 | -1.09 | -0.51 | 3,185.03 | -0.57 | -0.36 | -0.90 | -0.29 | -0.33 | -1.56 | 0.55 | 0.65 | -0.85 | 0.05 | -0.18 | -0.24 | -0.43 | 0.63 | -0.39 | -0.72 | -0.34 | 36.80 | -0.31 | 0.03 | -0.72 | -0.45 | -0.70 | -0.47 | 4.80 | 0.12 | 160.23 |
| Standard Deviation(%) | NA | 67.56 | 76.94 | 82.15 | 282.64 | NA | NA | … | … | 73.17 | 70.84 | 89.09 | 63.60 | 95.99 | 113.80 | 89.21 | 90.07 | 112.19 | 882.17 | 165.93 | 199.79 | 106.08 | 82.46 | 70.96 | 48.11 | 48.88 | 95.45 | 97.41 | 75.44 | 60.90 | 57.80 | 66.45 | 87.86 | 149.57 | 137.80 | 145.39 | 272.57 | 235.31 | 266.61 | 110.67 | 112.58 | 95.16 | 68.65 | 92.59 | 37.03 | 61.10 |
| Draw Down(%) | NA | 66.44 | 66.44 | 92.04 | 98.97 | NA | NA | … | … | 60.79 | 39.26 | 55.61 | 47.64 | 50.85 | 87.75 | 49.07 | 85.09 | 41.43 | 50.00 | 84.62 | 83.00 | 82.30 | 34.89 | 36.44 | 59.34 | 30.90 | 36.72 | 86.65 | 47.30 | 44.44 | 39.05 | 56.55 | 38.74 | 79.61 | 89.79 | 86.01 | 75.00 | 78.57 | 91.21 | 86.44 | 67.02 | 72.73 | 50.00 | 26.56 | 14.29 | 0.00 |
| 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 | 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIGR (UP Fintech Holding Limited) |
-47.47%
Jun 2021 – Jun 2024 |
-25.76%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIGR (UP Fintech Holding Limited) |
49.12%
Aug 2022 – Aug 2025 |
25.77%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart