Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LI (Li Auto Inc.) | -16.66% | -53.20% | -23.71% | -12.45% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/31/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LI (Li Auto Inc.) | 07/31/2020 | 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 (%) | -8.55 | -53.20 | -23.71 | -12.45 | NA | NA | NA | … | … | -16.66 | -27.30 | -31.90 | 83.48 | -36.45 | 11.34 | 80.19 |
| Sharpe Ratio | NA | -1.35 | -0.46 | -0.22 | NA | NA | NA | … | … | -0.88 | -0.62 | -0.57 | 1.58 | -0.44 | 0.16 | 3.01 |
| Standard Deviation(%) | NA | 40.23 | 54.76 | 63.38 | NA | NA | NA | … | … | 41.30 | 48.98 | 67.44 | 50.68 | 86.73 | 68.80 | 101.58 |
| Draw Down(%) | NA | 55.35 | 69.56 | 69.56 | NA | NA | NA | … | … | 29.07 | 50.93 | 61.48 | 31.64 | 66.61 | 53.71 | 38.56 |
| 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 07/31/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LI (Li Auto Inc.) |
-20.01%
Jun 2021 – Jun 2024 |
-12.57%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LI (Li Auto Inc.) |
36.71%
Aug 2020 – Aug 2023 |
7.82%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart