Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YUANF (Fincera Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 08/31/2023, Common starting date is 05/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YUANF (Fincera Inc) | 05/23/2008 | 08/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | -4.97 | -97.83 | -61.98 | -92.19 | -29.06 | -27.17 | 12.15 | 33.75 | 0.00 | -4.76 | 0.00 | -18.82 | 17.70 | 233.03 | -7.95 |
| Sharpe Ratio | NA | 0.00 | -0.15 | -0.12 | -0.11 | NA | NA | … | … | 0.00 | -1.25 | -0.12 | -0.05 | -0.42 | -0.23 | -0.38 | 0.22 | 0.42 | 0.00 | -0.03 | 0.00 | -0.18 | 0.30 | 1.73 | -1.69 |
| Standard Deviation(%) | NA | 5.10 | 525.76 | 673.19 | 478.81 | NA | NA | … | … | NA | 5.10 | 802.95 | 1,245.93 | 222.02 | 131.82 | 73.65 | 54.26 | 81.16 | 103.35 | 164.70 | 63.72 | 106.52 | 58.71 | 135.00 | 7.97 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 4.97 | 99.00 | 99.61 | 93.39 | 70.24 | 52.00 | 37.93 | 44.64 | 60.00 | 75.71 | 55.36 | 82.28 | 53.19 | 51.98 | 9.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.29 | 1.04 | 1.25 | 0.94 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.88 | 0.00 | 3.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/31/2023, Common starting date is 05/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUANF (Fincera Inc) |
-91.77%
Apr 2019 – Apr 2022 |
-80.47%
Jul 2017 – Jul 2022 |
-54.13%
Jan 2012 – Jan 2022 |
-35.49%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUANF (Fincera Inc) |
59.68%
Jun 2008 – Jun 2011 |
24.87%
Dec 2008 – Dec 2013 |
11.80%
Jul 2008 – Jul 2018 |
-35.46%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison Chart