Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FANH (Fanhua Inc) | NA | -78.91% | -50.78% | -41.14% | -9.46% | -15.19% | NA | … | … |
Data as of 10/23/2024, Common starting date is 11/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FANH (Fanhua Inc) | 11/02/2007 | 10/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.03 | -78.91 | -50.78 | -41.14 | -9.46 | -15.19 | NA | … | … | -77.29 | -10.14 | 7.19 | -35.41 | -52.39 | 23.47 | 6.10 | 167.37 | -10.78 | 39.97 | 9.77 | -7.79 | -5.35 | -59.98 | -13.06 | 131.91 | -44.19 | -35.98 |
| Sharpe Ratio | NA | -1.15 | -0.83 | -0.75 | -0.20 | NA | NA | … | … | -1.29 | -0.23 | 0.09 | -0.72 | -1.19 | 0.56 | 0.08 | 3.40 | -0.24 | 0.63 | 0.19 | -0.26 | -0.09 | -0.78 | -0.22 | 2.07 | -0.54 | -0.88 |
| Standard Deviation(%) | NA | 74.41 | 65.36 | 57.69 | 56.06 | NA | NA | … | … | 70.77 | 62.51 | 64.74 | 49.20 | 44.15 | 39.73 | 61.70 | 49.35 | 45.26 | 62.92 | 51.77 | 29.87 | 58.22 | 77.32 | 59.96 | 63.63 | 82.84 | 109.17 |
| Draw Down(%) | NA | 85.87 | 92.46 | 95.56 | 96.52 | NA | NA | … | … | 84.36 | 44.44 | 40.07 | 57.81 | 54.74 | 29.51 | 41.04 | 19.98 | 29.85 | 51.95 | 46.91 | 29.72 | 41.39 | 71.88 | 43.30 | 28.92 | 66.36 | 47.15 |
| Yield(%) | 0.00 | 0.00 | 0.76 | 1.88 | 8.86 | 1.40 | 1.04 | … | … | 0.00 | 0.00 | 2.01 | 6.98 | 4.03 | 5.07 | 5.17 | 3.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.16 | 2.13 | 0.00 | 0.00 |
Data as of 10/23/2024, Common starting date is 11/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FANH (Fanhua Inc) |
-53.93%
Aug 2021 – Aug 2024 |
-44.05%
Jul 2019 – Jul 2024 |
-13.03%
Aug 2014 – Aug 2024 |
-15.45%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FANH (Fanhua Inc) |
72.58%
Jun 2016 – Jun 2019 |
42.35%
Oct 2013 – Oct 2018 |
14.72%
Mar 2009 – Mar 2019 |
0.84%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart