Performance analysis of Yuanbao (YB)
Annual Return
Since Apr 30, 2025, YB has had an average annual return of -4.04%, underperforming the benchmark SPY, which returned +29.19% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -25.10% | +26.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.14% | +0.62% | -9.72% | -6.47% | -9.99% | +2.62% | -0.43% | -25.10% | |||||
| 2025 | +0% | -5.39% | +39.20% | +28.45% | -13.29% | -16.10% | +16.29% | -12.31% | +1.16% | +26.94% |
Drawdown analysis of Yuanbao (YB)
The maximum drawdown for the YB was -59.90%, occurring on May 26, 2026. This drawdown has not yet recovered.
The current YB drawdown is -50.81%.
Since Apr 30, 2025 YB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.90% | Jul 9, 2025 | 221 | May 26, 2026 | Ongoing | Ongoing | Ongoing |
| -10.90% | Apr 30, 2025 | 9 | May 13, 2025 | 18 | Jun 9, 2025 | 27 |
| -6.14% | Jun 9, 2025 | 2 | Jun 11, 2025 | 1 | Jun 12, 2025 | 3 |
| -5.99% | Jun 18, 2025 | 1 | Jun 20, 2025 | 5 | Jun 27, 2025 | 6 |
| -4.88% | Jun 27, 2025 | 3 | Jul 2, 2025 | 1 | Jul 3, 2025 | 4 |
| -1.48% | Jun 12, 2025 | 1 | Jun 13, 2025 | 1 | Jun 16, 2025 | 2 |