Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIFU (AIX Inc.) | NA | -24.10% | -31.51% | -29.72% | -9.60% | -11.41% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIFU (AIX Inc.) | 10/31/2007 | 06/10/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -24.10 | -31.51 | -29.72 | -9.60 | -11.41 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/10/2026, Common starting date is 10/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIFU (AIX Inc.) |
-71.55%
Apr 2022 – Apr 2025 |
-62.52%
Apr 2020 – Apr 2025 |
-35.76%
Apr 2015 – Apr 2025 |
-29.71%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIFU (AIX Inc.) |
67.60%
Jun 2016 – Jun 2019 |
41.30%
Feb 2013 – Feb 2018 |
13.57%
Feb 2009 – Feb 2019 |
-1.03%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart