Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HPAI (Helport AI Limited) NA -44.68% -26.69% -16.91% -8.85% 22.76% -1.18%
Data as of 08/20/2025, Common starting date is 04/11/2005
More Performance Analytics Comparison
Name Start Date End Date
HPAI (Helport AI Limited) 04/11/2005 08/20/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -44.68 -26.69 -16.91 -8.85 22.76 -1.18
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 08/20/2025, Common starting date is 04/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HPAI (Helport AI Limited) -88.74%
Oct 2011 – Oct 2014
-83.99%
Nov 2009 – Nov 2014
7.02%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HPAI (Helport AI Limited) 4,713.10%
Jun 2021 – Jun 2024
383.96%
Jun 2019 – Jun 2024
18.93%
Apr 2014 – Apr 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return