Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLMTF (Wuling Motors Holdings Limited) | -16.67% | 4.24% | -11.48% | -26.34% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLMTF (Wuling Motors Holdings Limited) | 11/24/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.24 | -11.48 | -26.34 | NA | NA | NA | … | … | -16.67 | 56.36 | 43.42 | -50.00 | -51.22 | -35.94 | 52.38 |
| Sharpe Ratio | NA | 0.01 | -0.07 | -0.16 | NA | NA | NA | … | … | -0.27 | 0.33 | 0.13 | -0.40 | -0.47 | -0.43 | 16.15 |
| Standard Deviation(%) | NA | 151.88 | 213.58 | 176.97 | NA | NA | NA | … | … | 136.48 | 165.17 | 293.27 | 137.49 | 112.43 | 84.14 | 426.14 |
| Draw Down(%) | NA | 44.44 | 76.44 | 90.14 | NA | NA | NA | … | … | 28.57 | 50.00 | 63.86 | 69.23 | 68.18 | 66.26 | 54.15 |
| Yield(%) | 0.00 | 2.40 | 1.08 | 0.32 | 0.20 | 0.13 | 0.10 | … | … | 0.00 | 2.40 | 1.20 | 0.73 | 0.36 | 0.19 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLMTF (Wuling Motors Holdings Limited) |
-52.33%
Jan 2021 – Jan 2024 |
-26.43%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLMTF (Wuling Motors Holdings Limited) |
3.53%
Oct 2022 – Oct 2025 |
-21.21%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart