Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUIZ (Huize Holding Ltd) | -53.38% | -36.41% | 1.58% | -25.89% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 02/12/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUIZ (Huize Holding Ltd) | 02/12/2020 | 06/17/2026 |
| 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 (%) | -6.43 | -36.41 | 1.58 | -25.89 | NA | NA | NA | … | … | -53.38 | -0.62 | 258.89 | -34.78 | -3.50 | -79.57 | -30.00 |
| Sharpe Ratio | NA | -0.39 | 0.00 | -0.13 | NA | NA | NA | … | … | -1.00 | -0.04 | 0.57 | -0.54 | -0.05 | -0.99 | -0.45 |
| Standard Deviation(%) | NA | 90.92 | 266.43 | 213.57 | NA | NA | NA | … | … | 82.33 | 86.98 | 448.98 | 72.76 | 94.49 | 80.14 | 74.00 |
| Draw Down(%) | NA | 71.26 | 91.91 | 98.22 | NA | NA | NA | … | … | 56.94 | 55.03 | 89.42 | 46.36 | 68.99 | 90.62 | 65.29 |
| 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 06/17/2026, Common starting date is 02/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUIZ (Huize Holding Ltd) |
-58.71%
Feb 2021 – Feb 2024 |
-32.08%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUIZ (Huize Holding Ltd) |
89.85%
Oct 2022 – Oct 2025 |
-12.99%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart