Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIOT (Viomi Technology Co., Ltd) | -45.59% | -28.94% | 5.40% | -34.10% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/25/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIOT (Viomi Technology Co., Ltd) | 09/25/2018 | 06/05/2026 |
| 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 (%) | -3.09 | -28.94 | 5.40 | -34.10 | NA | NA | NA | … | … | -45.59 | 29.71 | 46.00 | -6.54 | -55.79 | -53.01 | -35.95 | 4.95 | -14.11 |
| Sharpe Ratio | NA | -0.36 | 0.03 | -0.45 | NA | NA | NA | … | … | -1.36 | 0.27 | 0.54 | -0.15 | -0.69 | -0.54 | -0.66 | 0.05 | -0.88 |
| Standard Deviation(%) | NA | 86.94 | 82.03 | 81.75 | NA | NA | NA | … | … | 57.72 | 100.38 | 78.62 | 70.49 | 82.72 | 97.91 | 54.56 | 64.31 | 52.18 |
| Draw Down(%) | NA | 74.71 | 74.71 | 94.47 | NA | NA | NA | … | … | 47.90 | 51.45 | 48.51 | 47.44 | 70.16 | 86.02 | 49.11 | 50.16 | 19.35 |
| Yield(%) | 0.00 | 10.62 | 5.83 | 0.37 | 0.28 | 0.19 | 0.14 | … | … | 3.61 | 5.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.31 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/25/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOT (Viomi Technology Co., Ltd) |
-60.85%
Mar 2021 – Mar 2024 |
-45.34%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOT (Viomi Technology Co., Ltd) |
55.30%
Oct 2022 – Oct 2025 |
-10.17%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart