Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDH (Waterdrop Inc.) | -23.12% | -1.36% | -12.44% | -28.49% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDH (Waterdrop Inc.) | 05/07/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.88 | -1.36 | -12.44 | -28.49 | NA | NA | NA | … | … | -23.12 | 67.39 | 18.37 | -68.77 | 141.30 | -85.77 |
| Sharpe Ratio | NA | 0.17 | -0.35 | -0.49 | NA | NA | NA | … | … | -1.26 | 1.17 | 0.31 | -1.61 | 1.66 | -1.18 |
| Standard Deviation(%) | NA | 44.10 | 48.78 | 61.20 | NA | NA | NA | … | … | 32.87 | 55.41 | 47.94 | 45.31 | 84.97 | 80.25 |
| Draw Down(%) | NA | 27.47 | 63.60 | 89.55 | NA | NA | NA | … | … | 23.12 | 22.08 | 31.51 | 69.37 | 43.48 | 87.01 |
| Yield(%) | 0.00 | 4.00 | 1.75 | 0.29 | 0.13 | 0.09 | 0.06 | … | … | 1.58 | 3.93 | 4.62 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDH (Waterdrop Inc.) |
-43.64%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDH (Waterdrop Inc.) |
22.91%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart