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IPO Date
Nov 1, 2007

Highlights

Total Revenue (TTM)
CN¥3.20B
Gross Profit (TTM)
CN¥1.05B
EBITDA (TTM)
CN¥175.32M
Year Range
$20.00 - $188.01
ROA (TTM)
18.35%
ROE (TTM)
58.61%

Share Price Chart


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AIFU Inc.

Performance

AIFU Performance Chart

AIFU Inc. (AIFU) is down 16.0% since the beginning of the year. At $45 per share, AIFU is trading 76.0% below its 52-week high of $188.


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S&P 500 Index

Returns By Period

AIFU Inc. (AIFU) has returned -15.95% so far this year and -47.62% over the past 12 months.


AIFU Inc.

1D
-8.64%
1M
3.80%
YTD
-15.95%
6M
-14.03%
1Y
-47.62%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AIFU Monthly Returns History

Based on dividend-adjusted daily data since May 20, 2025, AIFU's average daily return is +0.16%, while the average monthly return is +5.38%. At this rate, an investment would double in approximately 1.1 years.

Historically, 36% of months were positive and 64% were negative. The best month was Jun 2025 with a return of +155.9%, while the worst month was Nov 2025 at -32.9%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 6 months.

On a daily basis, AIFU closed higher 47% of trading days. The best single day was Jun 24, 2025 with a return of +45.9%, while the worst single day was Jan 20, 2026 at -19.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-23.51%-5.85%-31.61%3.03%67.65%-1.21%-15.95%
2025-26.25%155.93%24.34%-32.76%3.56%-15.99%-32.86%-9.15%-16.25%

Benchmark Metrics

AIFU Inc. has an annualized alpha of 12.87%, beta of 1.28, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since May 20, 2025.

  • This stock participated in 474.42% of S&P 500 Index downside but only 185.96% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.02 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
12.87%
Beta
1.28
0.02
Upside Capture
185.96%
Downside Capture
474.42%

Return for Risk

Risk / Return Rank

AIFU ranks 28 for risk / return — below 28% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


AIFU Risk / Return Rank: 2828
Overall Rank
AIFU Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
AIFU Sortino Ratio Rank: 3333
Sortino Ratio Rank
AIFU Omega Ratio Rank: 3333
Omega Ratio Rank
AIFU Calmar Ratio Rank: 2323
Calmar Ratio Rank
AIFU Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for AIFU Inc. (AIFU) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AIFUBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.43

Sortino ratioReturn per unit of downside risk

-2.69

Omega ratioGain probability vs. loss probability

1.01

1.37

-0.36

Calmar ratioReturn relative to maximum drawdown

-0.54

2.78

-3.33

Martin ratioReturn relative to average drawdown

-0.75

12.44

-13.19

Dividends

Dividend History


AIFU Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the AIFU Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the AIFU Inc. was 87.63%, occurring on Apr 9, 2026. The portfolio has not yet recovered.

The current AIFU Inc. drawdown is 75.52%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-87.63%Apr 2026
8mo 18d
11mo 3dJul 2025 - now
2025 selloff2025
-34.41%May 2025
7d19d
26dMay 2025 - Jun 2025
2025 bear market2025
-23.63%Jul 2025
1d7d
8dJul 2025 - Jul 2025
2025 selloff2025
-20.91%Jun 2025
1d5d
6dJun 2025 - Jul 2025
2025 pullback2025
-8.63%Jul 2025
3d2d
5dJul 2025 - Jul 2025

Drawdown Indicators


AIFUBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-87.63%

-56.78%

-30.85%

Max Drawdown (1Y)

Largest decline over 1 year

-87.63%

-9.10%

-78.53%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-75.52%

-1.80%

-73.72%

Average Drawdown

Average peak-to-trough decline

-54.92%

-10.71%

-44.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

63.63%

2.03%

+61.60%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of AIFU Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how AIFU Inc. is priced in the market compared to other companies in the Insurance Brokers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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