Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JD (JD.com, Inc.) | 3.60% | -12.40% | -4.92% | -14.76% | 4.18% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JD (JD.com, Inc.) | 05/22/2014 | 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.71 | -12.40 | -4.92 | -14.76 | 4.18 | NA | NA | … | … | 3.60 | -14.83 | 23.35 | -47.78 | -17.91 | -20.28 | 149.50 | 68.32 | -49.47 | 62.81 | -21.15 | 39.43 | 10.72 |
| Sharpe Ratio | NA | -0.38 | -0.17 | -0.34 | 0.04 | NA | NA | … | … | 0.22 | -0.44 | 0.37 | -1.09 | -0.27 | -0.42 | 3.05 | 1.72 | -1.13 | 2.11 | -0.54 | 0.91 | 0.36 |
| Standard Deviation(%) | NA | 32.06 | 44.48 | 52.72 | 47.21 | NA | NA | … | … | 34.27 | 40.25 | 53.17 | 47.63 | 72.80 | 48.25 | 48.65 | 38.81 | 45.24 | 29.63 | 39.68 | 43.42 | 49.85 |
| Draw Down(%) | NA | 29.78 | 48.10 | 75.65 | 79.14 | NA | NA | … | … | 17.34 | 35.39 | 29.26 | 62.58 | 52.01 | 41.81 | 21.02 | 18.73 | 61.84 | 23.68 | 37.61 | 39.89 | 32.69 |
| Yield(%) | 0.00 | 2.89 | 2.46 | 1.25 | 2.09 | 1.45 | 1.09 | … | … | 3.32 | 2.86 | 2.72 | 1.04 | 1.81 | 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 05/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JD (JD.com, Inc.) |
-36.96%
Feb 2021 – Feb 2024 |
-20.84%
Feb 2021 – Feb 2026 |
-1.00%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JD (JD.com, Inc.) |
58.23%
Nov 2018 – Nov 2021 |
30.32%
Jun 2016 – Jun 2021 |
6.15%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart