Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEI (Alset Inc.) | -61.05% | 54.02% | -7.81% | -24.47% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/08/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEI (Alset Inc.) | 02/08/2021 | 06/11/2026 |
| 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 (%) | -8.22 | 54.02 | -7.81 | -24.47 | NA | NA | NA | … | … | -61.05 | 150.98 | -18.45 | -55.22 | 310.71 | -94.69 |
| Sharpe Ratio | NA | 0.43 | -0.11 | -0.14 | NA | NA | NA | … | … | -1.01 | 1.11 | -0.22 | -0.73 | 1.00 | -0.62 |
| Standard Deviation(%) | NA | 136.49 | 116.07 | 173.78 | NA | NA | NA | … | … | 90.28 | 136.36 | 115.58 | 82.03 | 310.37 | 155.35 |
| Draw Down(%) | NA | 68.15 | 76.88 | 97.60 | NA | NA | NA | … | … | 64.30 | 47.10 | 69.13 | 76.11 | 82.14 | 97.96 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 02/08/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEI (Alset Inc.) |
-62.76%
Apr 2021 – Apr 2024 |
-32.34%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEI (Alset Inc.) |
145.24%
Oct 2022 – Oct 2025 |
-17.45%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart