Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAFU (Wah Fu Education Group Limited) | 6.41% | 12.93% | -8.12% | -25.03% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAFU (Wah Fu Education Group Limited) | 04/30/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | 12.93 | -8.12 | -25.03 | NA | NA | NA | … | … | 6.41 | -7.14 | -20.28 | -3.98 | -43.36 | 1.53 | 162.00 | -63.41 |
| Sharpe Ratio | NA | 0.29 | -0.17 | -0.40 | NA | NA | NA | … | … | 0.45 | -0.13 | -0.53 | -0.13 | -0.55 | 0.01 | 0.79 | -0.65 |
| Standard Deviation(%) | NA | 50.12 | 62.16 | 68.53 | NA | NA | NA | … | … | 42.65 | 76.30 | 51.19 | 64.97 | 81.19 | 151.40 | 203.04 | 157.99 |
| Draw Down(%) | NA | 26.09 | 55.09 | 85.20 | NA | NA | NA | … | … | 15.93 | 55.09 | 37.18 | 41.33 | 53.18 | 69.59 | 64.74 | 72.79 |
| 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 |
Data as of 06/04/2026, Common starting date is 04/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFU (Wah Fu Education Group Limited) |
-46.26%
Mar 2021 – Mar 2024 |
-34.13%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFU (Wah Fu Education Group Limited) |
14.64%
Dec 2019 – Dec 2022 |
2.29%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart