Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAL (TAL Education Group) | -12.37% | -8.95% | 16.54% | -19.38% | 0.38% | 12.11% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAL (TAL Education Group) | 10/20/2010 | 06/05/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.54 | -8.95 | 16.54 | -19.38 | 0.38 | 12.11 | NA | … | … | -12.37 | 9.78 | -22.64 | 79.15 | 79.39 | -94.50 | 48.36 | 80.66 | -10.20 | 154.11 | 50.96 | 65.43 | 27.74 | 129.06 | -3.71 | -38.07 | 7.33 |
| Sharpe Ratio | NA | -0.27 | 0.23 | -0.24 | -0.02 | NA | NA | … | … | -0.57 | 0.13 | -0.49 | 1.14 | 0.70 | -0.61 | 0.99 | 1.54 | -0.59 | 3.44 | 0.46 | 1.59 | 0.20 | 3.12 | -0.59 | -1.09 | 0.31 |
| Standard Deviation(%) | NA | 43.25 | 57.63 | 96.30 | 76.00 | NA | NA | … | … | 50.74 | 55.50 | 59.49 | 66.41 | 112.79 | 154.77 | 48.57 | 37.22 | 53.47 | 39.46 | 35.97 | 29.45 | 47.29 | 35.48 | 38.35 | 51.82 | 61.81 |
| Draw Down(%) | NA | 25.95 | 51.31 | 94.37 | 98.06 | NA | NA | … | … | 24.72 | 40.97 | 51.31 | 44.74 | 55.47 | 96.18 | 20.97 | 21.69 | 54.10 | 25.10 | 18.59 | 24.18 | 22.01 | 14.17 | 38.66 | 46.65 | 20.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.61 | 0.33 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 5.02 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAL (TAL Education Group) |
-56.95%
Feb 2019 – Feb 2022 |
-33.72%
May 2018 – May 2023 |
0.91%
May 2016 – May 2026 |
10.25%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAL (TAL Education Group) |
94.91%
Feb 2015 – Feb 2018 |
91.72%
Sep 2012 – Sep 2017 |
47.02%
Feb 2011 – Feb 2021 |
13.44%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart