Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IQ (iQIYI, Inc.) | -45.83% | -41.24% | -40.43% | -41.27% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IQ (iQIYI, Inc.) | 04/02/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.96 | -41.24 | -40.43 | -41.27 | NA | NA | NA | … | … | -45.83 | -4.98 | -57.38 | -7.92 | 16.23 | -73.91 | -17.20 | 44.86 | -5.29 |
| Sharpe Ratio | NA | -0.85 | -0.72 | -0.55 | NA | NA | NA | … | … | -1.57 | -0.14 | -1.02 | -0.20 | 0.12 | -1.00 | -0.30 | 0.89 | -0.11 |
| Standard Deviation(%) | NA | 47.06 | 57.06 | 78.37 | NA | NA | NA | … | … | 49.85 | 57.42 | 63.29 | 62.77 | 123.18 | 73.64 | 57.62 | 49.26 | 72.94 |
| Draw Down(%) | NA | 62.37 | 83.44 | 93.39 | NA | NA | NA | … | … | 50.70 | 39.76 | 66.32 | 47.48 | 63.98 | 86.06 | 42.97 | 43.36 | 66.36 |
| 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 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 04/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQ (iQIYI, Inc.) |
-51.25%
Oct 2019 – Oct 2022 |
-42.44%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQ (iQIYI, Inc.) |
4.57%
Oct 2022 – Oct 2025 |
-19.98%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart