- Sector
- Financial Services
- Industry
- Insurance Brokers
- 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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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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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%
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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
- R²
- 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.
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.
| AIFU | Benchmark | Difference | |
|---|---|---|---|
| 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
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 | 7d | 19d | 26dMay 2025 - Jun 2025 |
2025 bear market2025 | -23.63%Jul 2025 | 1d | 7d | 8dJul 2025 - Jul 2025 |
2025 selloff2025 | -20.91%Jun 2025 | 1d | 5d | 6dJun 2025 - Jul 2025 |
2025 pullback2025 | -8.63%Jul 2025 | 3d | 2d | 5dJul 2025 - Jul 2025 |
Drawdown Indicators
| AIFU | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -75.52% | -1.80% | -73.72% |
Average DrawdownAverage peak-to-trough decline | -54.92% | -10.71% | -44.21% |
Ulcer IndexDepth 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.
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 | — |
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