Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WUXIF (WuXi AppTec Co. Ltd) | NA | 290.78% | 10.62% | 5.80% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WUXIF (WuXi AppTec Co. Ltd) | 03/18/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.67 | 290.78 | 10.62 | 5.80 | NA | NA | NA | … | … | 116.91 | -29.40 | -5.90 | -36.56 | 45.02 | 60.36 |
| Sharpe Ratio | NA | 3.41 | 0.10 | 0.05 | NA | NA | NA | … | … | 2.33 | -0.37 | -0.18 | -0.62 | 0.86 | 1.81 |
| Standard Deviation(%) | NA | 84.45 | 75.46 | 66.56 | NA | NA | NA | … | … | 79.02 | 90.20 | 54.47 | 61.03 | 52.37 | 44.98 |
| Draw Down(%) | NA | 16.67 | 69.66 | 84.36 | NA | NA | NA | … | … | 16.67 | 63.92 | 35.31 | 50.32 | 32.41 | 10.48 |
| Yield(%) | 0.00 | 11.02 | 1.99 | 1.14 | 0.73 | 0.48 | 0.36 | … | … | 6.12 | 1.40 | 1.17 | 0.46 | 0.33 | 0.76 |
Data as of 09/26/2025, Common starting date is 03/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WUXIF (WuXi AppTec Co. Ltd) |
-46.12%
Jul 2021 – Jul 2024 |
-8.87%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WUXIF (WuXi AppTec Co. Ltd) |
11.30%
Aug 2022 – Aug 2025 |
4.88%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart