Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPEV (Xpeng Inc) | -28.55% | -22.31% | 7.73% | -18.45% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 08/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPEV (Xpeng Inc) | 08/28/2020 | 06/15/2026 |
| 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 (%) | -8.46 | -22.31 | 7.73 | -18.45 | NA | NA | NA | … | … | -28.55 | 75.80 | -13.43 | 46.78 | -80.25 | 17.51 | 87.93 |
| Sharpe Ratio | NA | -0.50 | 0.15 | -0.28 | NA | NA | NA | … | … | -1.11 | 1.12 | -0.28 | 0.55 | -0.81 | 0.24 | 4.28 |
| Standard Deviation(%) | NA | 55.01 | 69.69 | 77.05 | NA | NA | NA | … | … | 50.01 | 66.57 | 73.17 | 78.62 | 100.84 | 72.81 | 125.17 |
| Draw Down(%) | NA | 48.49 | 71.65 | 88.35 | NA | NA | NA | … | … | 33.39 | 37.66 | 54.56 | 42.63 | 87.26 | 58.22 | 47.33 |
| 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 06/15/2026, Common starting date is 08/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPEV (Xpeng Inc) |
-45.15%
Jun 2021 – Jun 2024 |
-17.97%
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 |
|---|---|---|---|---|
| XPEV (Xpeng Inc) |
52.53%
Oct 2022 – Oct 2025 |
3.92%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart