Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIU (Niu Technologies) | -25.41% | -33.92% | -20.04% | -41.55% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIU (Niu Technologies) | 10/19/2018 | 06/10/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | -33.92 | -20.04 | -41.55 | NA | NA | NA | … | … | -25.41 | 89.39 | -18.26 | -58.13 | -67.54 | -42.57 | 228.84 | 21.86 | -19.08 | 7.72 | 19.81 | 38.40 | 20,730.69 | -59.09 | 10.00 | -50.00 | -41.18 | -62.96 | -27.03 | -19.47 | -48.94 | -21.67 | 33.33 | -10.00 | 13.64 | 51.72 | 31.82 | 10.00 | 58.73 | 40.00 | 12.50 | 110.53 | -20.83 | -4.00 | 0.00 | -48.98 | 2.08 |
| Sharpe Ratio | NA | -0.55 | -0.26 | -0.59 | 0.03 | NA | NA | … | … | -0.80 | 1.09 | -0.28 | -0.96 | -0.78 | -0.58 | 3.06 | -0.02 | -1.23 | 0.83 | -0.01 | 0.01 | 0.45 | -0.51 | 0.07 | -0.36 | -0.60 | -0.62 | -0.83 | -0.62 | -1.23 | -0.65 | 0.37 | -0.71 | -0.17 | 0.99 | 0.11 | 0.04 | 0.30 | 0.30 | 0.07 | 0.35 | -0.03 | -0.06 | -0.01 | -0.34 | -0.06 |
| Standard Deviation(%) | NA | 67.16 | 72.54 | 74.69 | 1,059.77 | NA | NA | … | … | 64.42 | 80.92 | 72.20 | 65.32 | 88.82 | 73.73 | 74.10 | 62.26 | 78.76 | 27.03 | 1,896.82 | 1,731.51 | 1,845.34 | 123.90 | 230.91 | 192.04 | 100.84 | 136.38 | 60.95 | 65.42 | 55.94 | 62.74 | 37.03 | 44.39 | 54.98 | 49.12 | 253.59 | 169.32 | 179.99 | 120.94 | 139.12 | 308.42 | 780.54 | 124.83 | 362.87 | 161.56 | 38.76 |
| Draw Down(%) | NA | 59.71 | 64.72 | 95.27 | 99.99 | NA | NA | … | … | 46.54 | 47.12 | 48.66 | 67.71 | 84.26 | 69.98 | 38.18 | 59.08 | 33.48 | 4.21 | 99.99 | 99.98 | 99.97 | 63.64 | 50.00 | 85.00 | 60.00 | 85.45 | 40.00 | 56.67 | 57.45 | 41.67 | 15.09 | 21.57 | 41.43 | 20.69 | 26.67 | 14.00 | 11.90 | 18.92 | 13.04 | 20.00 | 75.00 | 20.00 | 47.92 | 48.98 | 4.00 |
| 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 | 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 | 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 06/10/2026, Common starting date is 10/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIU (Niu Technologies) |
-65.73%
Jan 2021 – Jan 2024 |
-41.16%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIU (Niu Technologies) |
36.43%
Nov 2018 – Nov 2021 |
-10.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart