Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZTO (ZTO Express (Cayman) Inc.) | 8.36% | 34.91% | -2.81% | -4.60% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZTO (ZTO Express (Cayman) Inc.) | 10/27/2016 | 06/05/2026 |
| 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 34.91 | -2.81 | -4.60 | NA | NA | NA | … | … | 8.36 | 10.69 | -3.76 | -19.77 | -3.84 | -2.40 | 27.61 | 51.50 | 2.56 | 31.30 | -27.13 |
| Sharpe Ratio | NA | 0.97 | -0.21 | -0.19 | NA | NA | NA | … | … | 0.66 | 0.24 | -0.20 | -0.88 | -0.09 | -0.06 | 0.68 | 1.79 | 0.03 | 0.78 | -1.67 |
| Standard Deviation(%) | NA | 25.96 | 32.40 | 38.63 | NA | NA | NA | … | … | 25.98 | 32.87 | 36.81 | 26.77 | 57.07 | 38.94 | 40.11 | 27.94 | 38.50 | 39.21 | 50.24 |
| Draw Down(%) | NA | 14.53 | 42.55 | 49.55 | NA | NA | NA | … | … | 14.53 | 24.13 | 31.49 | 32.00 | 46.31 | 32.96 | 30.90 | 16.33 | 33.35 | 22.88 | 28.91 |
| Yield(%) | 0.00 | 4.05 | 2.50 | 1.65 | 2.27 | 1.51 | 1.13 | … | … | 1.82 | 3.42 | 4.69 | 1.34 | 0.90 | 0.89 | 1.28 | 1.53 | 1.26 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTO (ZTO Express (Cayman) Inc.) |
-20.09%
Jan 2021 – Jan 2024 |
-11.82%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTO (ZTO Express (Cayman) Inc.) |
41.52%
Jun 2017 – Jun 2020 |
21.24%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart