Performance analysis of Wah Fu Education Group (WAFU)
Annual Return
Over the past 3 years, WAFU has had an average annual return of -9.74%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, WAFU has had an average annual return of -27.01%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Apr 30, 2019, WAFU has had an average annual return of -12.28%, underperforming the benchmark SPY, which returned +15.37% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.95% | -7.17% | -22.39% | -4.21% | -43.36% | +1.53% | +161.96% | -63.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.72% | -7.70% | -7.76% | +5.29% | +3.57% | -10.07% | +4.61% | +1.95% | |||||
| 2025 | +9.52% | +16.31% | -25.25% | -12.48% | +2.84% | -2.76% | +2.14% | +2.09% | +26.03% | -4.90% | -7.43% | -3.72% | -7.17% |
| 2024 | -7.22% | -2.92% | -0.50% | -4.12% | +2.69% | +4.70% | -3.59% | -2.51% | +6.39% | -15.99% | +0.59% | -0.58% | -22.39% |
| 2023 | +14.60% | -12.30% | -16.35% | +10.53% | +2.85% | +3.04% | +3.30% | -16.05% | +6.22% | -22.44% | +13.85% | +19.59% | -4.21% |
| 2022 | -24.57% | +9.39% | -2.19% | -22.05% | -6.78% | +10.27% | -1.56% | +11.03% | -27.65% | +0.72% | +3.65% | +6.10% | -43.36% |
| 2021 | +56.24% | -13.85% | +136.30% | -34.64% | -13.46% | +22.35% | -29.48% | +18.03% | -12.64% | -4.45% | -21.88% | -15.01% | +1.53% |
| 2020 | +24% | +29.03% | -31.67% | -2.75% | +28.53% | +114.14% | +21.87% | -18.69% | -15.40% | +3.25% | +16.58% | -11.29% | +161.96% |
| 2019 | +0% | -13.41% | -17.47% | +8.19% | -11.03% | +6.38% | -23.33% | -13.92% | -24.23% | -63.41% |
Drawdown analysis of Wah Fu Education Group (WAFU)
The maximum drawdown for the WAFU was -89.89%, occurring on Apr 16, 2025. This drawdown has not yet recovered.
The current WAFU drawdown is -87.44%.
Since Apr 30, 2019 WAFU has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 5 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.89% | Mar 26, 2021 | 1019 | Apr 16, 2025 | Ongoing | Ongoing | Ongoing |
| -72.79% | May 1, 2019 | 142 | Nov 20, 2019 | 139 | Jun 11, 2020 | 281 |
| -64.74% | Jun 16, 2020 | 70 | Sep 24, 2020 | 91 | Feb 4, 2021 | 161 |
| -53.72% | Feb 4, 2021 | 19 | Mar 4, 2021 | 16 | Mar 26, 2021 | 35 |
| -33.71% | Jun 11, 2020 | 2 | Jun 15, 2020 | 1 | Jun 16, 2020 | 3 |