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
HUIZ (Huize Holding Limited) -50.89% -33.65% 4.19% -25.49% NA NA NA
Data as of 06/09/2026, Common starting date is 02/12/2020
More Performance Analytics Comparison
Name Start Date End Date
HUIZ (Huize Holding Limited) 02/12/2020 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -8.00 -33.65 4.19 -25.49 NA NA NA -50.89 -0.62 258.89 -34.78 -3.50 -79.57 -30.00
Sharpe Ratio NA -0.31 0.00 -0.13 NA NA NA -0.99 -0.04 0.57 -0.54 -0.05 -0.99 -0.45
Standard Deviation(%) NA 91.17 266.44 213.57 NA NA NA 83.93 86.98 448.98 72.76 94.49 80.14 74.00
Draw Down(%) NA 71.26 91.91 98.23 NA NA NA 56.94 55.03 89.42 46.36 68.99 90.62 65.29
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 06/09/2026, Common starting date is 02/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUIZ (Huize Holding Limited) -58.71%
Feb 2021 – Feb 2024
-32.08%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUIZ (Huize Holding Limited) 89.85%
Oct 2022 – Oct 2025
-12.99%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return