Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVTID (Fortune Valley Treasures Inc) | NA | 156.10% | 43.68% | 22.80% | NA | NA | NA | … | … |
Data as of 01/06/2022, Common starting date is 10/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVTID (Fortune Valley Treasures Inc) | 10/03/2016 | 01/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 156.10 | 43.68 | 22.80 | NA | NA | NA | … | … | -4.55 | 168.29 | -32.12 | 70.62 | 1.14 | 6.06 | -17.50 |
| Sharpe Ratio | NA | 0.79 | 0.25 | 0.14 | NA | NA | NA | … | … | -1.34 | 0.85 | -0.21 | 0.44 | 0.00 | 0.05 | -0.24 |
| Standard Deviation(%) | NA | 198.78 | 170.56 | 154.89 | NA | NA | NA | … | … | 70.48 | 199.00 | 152.07 | 157.53 | 140.56 | 111.92 | 224.40 |
| Draw Down(%) | NA | 72.11 | 75.25 | 83.20 | NA | NA | NA | … | … | 6.25 | 72.11 | 75.25 | 57.69 | 83.20 | 47.69 | 32.50 |
| 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 | 0.00 |
Data as of 01/06/2022, Common starting date is 10/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVTID (Fortune Valley Treasures Inc) |
-12.64%
Jun 2017 – Jun 2020 |
27.23%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVTID (Fortune Valley Treasures Inc) |
76.80%
Oct 2018 – Oct 2021 |
27.23%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart