Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WUXAY (WuXi AppTec Co. Ltd) | 24.66% | 68.90% | 26.24% | -2.68% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WUXAY (WuXi AppTec Co. Ltd) | 02/25/2021 | 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 (%) | -1.40 | 68.90 | 26.24 | -2.68 | NA | NA | NA | … | … | 24.66 | 84.19 | -26.59 | -11.64 | -32.30 | -6.73 |
| Sharpe Ratio | NA | 1.51 | 0.35 | -0.07 | NA | NA | NA | … | … | 1.44 | 1.39 | -0.34 | -0.28 | -0.44 | -0.10 |
| Standard Deviation(%) | NA | 50.94 | 68.30 | 70.03 | NA | NA | NA | … | … | 52.15 | 58.76 | 87.99 | 54.75 | 77.10 | 76.64 |
| Draw Down(%) | NA | 21.10 | 71.67 | 85.08 | NA | NA | NA | … | … | 16.83 | 35.53 | 65.13 | 45.21 | 59.13 | 34.70 |
| Yield(%) | 0.00 | 3.00 | 3.57 | 0.99 | 0.47 | 0.31 | 0.23 | … | … | 1.78 | 5.76 | 1.45 | 1.07 | 0.49 | 0.25 |
Data as of 06/04/2026, Common starting date is 02/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WUXAY (WuXi AppTec Co. Ltd) |
-41.92%
Jun 2021 – Jun 2024 |
-2.41%
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 |
|---|---|---|---|---|
| WUXAY (WuXi AppTec Co. Ltd) |
28.99%
May 2023 – May 2026 |
3.23%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart