- ISIN
- VGG941841014
- Sector
- Consumer Defensive
- Industry
- Education & Training Services
- IPO Date
- Apr 30, 2019
Highlights
- EPS (TTM)
- -$0.27
- Total Revenue (TTM)
- $12.82M
- Gross Profit (TTM)
- $5.33M
- EBITDA (TTM)
- -$476.67K
- Year Range
- $1.30 - $3.39
Share Price Chart
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Performance
WAFU Performance Chart
Wah Fu Education Group Limited (WAFU) is up 4.3% since the beginning of the year. At $2 per share, WAFU is trading 52.0% below its 52-week high of $3. Investors who bought $1,000 worth of WAFU shares 5 years ago would now be looking at an investment worth $195.
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Returns By Period
Wah Fu Education Group Limited (WAFU) has returned 4.30% so far this year and 12.18% over the past 12 months.
Wah Fu Education Group Limited
- 1D
- -0.21%
- 1M
- -0.21%
- YTD
- 4.30%
- 6M
- 2.95%
- 1Y
- 12.18%
- 3Y*
- -11.42%
- 5Y*
- -27.89%
- 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%
WAFU Monthly Returns History
Based on dividend-adjusted daily data since Apr 30, 2019, WAFU's average daily return is +0.26%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.
Historically, 46% of months were positive and 54% were negative. The best month was Mar 2021 with a return of +136.3%, while the worst month was Apr 2021 at -34.6%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.
On a daily basis, WAFU closed higher 45% of trading days. The best single day was Jun 11, 2020 with a return of +222.1%, while the worst single day was Mar 9, 2020 at -45.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 16.72% | -7.71% | -7.74% | 5.29% | 3.55% | -3.75% | 4.30% | ||||||
| 2025 | 9.52% | 16.30% | -25.23% | -12.50% | 2.86% | -2.78% | 2.14% | 2.10% | 26.03% | -4.89% | -7.43% | -3.73% | -7.17% |
| 2024 | -7.22% | -2.92% | -0.51% | -4.12% | 2.69% | 4.71% | -3.58% | -2.52% | 6.39% | -16.00% | 0.60% | -0.59% | -22.40% |
| 2023 | 14.60% | -12.31% | -16.35% | 10.53% | 2.86% | 3.02% | 3.31% | -16.05% | 6.22% | -22.44% | 13.84% | 19.61% | -4.20% |
| 2022 | -24.56% | 9.38% | -2.20% | -22.05% | -6.77% | 10.26% | -1.55% | 11.02% | -27.66% | 0.74% | 3.64% | 6.11% | -43.36% |
| 2021 | 56.23% | -13.84% | 136.29% | -34.64% | -13.46% | 22.35% | -29.48% | 18.03% | -12.64% | -4.45% | -21.88% | -15.02% | 1.53% |
Benchmark Metrics
Wah Fu Education Group Limited has an annualized alpha of 83.86%, beta of 0.31, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 30, 2019.
- This stock participated in 138.24% of S&P 500 Index downside but only 31.83% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.31 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.00 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
- 83.86%
- Beta
- 0.31
- R²
- 0.00
- Upside Capture
- 31.83%
- Downside Capture
- 138.24%
Return for Risk
Risk / Return Rank
WAFU ranks 50 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Wah Fu Education Group Limited (WAFU) 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.
| WAFU | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.79 | ||
| Sortino ratioReturn per unit of downside risk | -2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.37 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.47 | 2.78 | -2.32 |
| Martin ratioReturn relative to average drawdown | 0.74 | 12.44 | -11.70 |
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 Wah Fu Education Group Limited. 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 Wah Fu Education Group Limited was 89.89%, occurring on Apr 16, 2025. The portfolio has not yet recovered.
The current Wah Fu Education Group Limited drawdown is 87.15%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -89.89%Apr 2025 | 4y 19d | — | 5y 2moMar 2021 - now |
2019 bear market2019 | -75.77%Nov 2019 | 6mo 24d | 6mo 24d | 1y 1moApr 2019 - Jun 2020 |
2020 bear market2020 | -64.74%Sep 2020 | 3mo 9d | 4mo 13d | 7mo 22dJun 2020 - Feb 2021 |
2021 bear market2021 | -53.72%Mar 2021 | 27d | 22d | 1mo 19dFeb 2021 - Mar 2021 |
2020 bear market2020 | -33.71%Jun 2020 | 3d | 1d | 4dJun 2020 - Jun 2020 |
Drawdown Indicators
| WAFU | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.89% | -56.78% | -33.11% |
Max Drawdown (1Y)Largest decline over 1 year | -26.09% | -9.10% | -16.99% |
Max Drawdown (3Y)Largest decline over 3 years | -55.09% | -18.90% | -36.19% |
Max Drawdown (5Y)Largest decline over 5 years | -85.20% | -25.43% | -59.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -87.15% | -1.80% | -85.35% |
Average DrawdownAverage peak-to-trough decline | -70.22% | -10.71% | -59.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.56% | 2.03% | +14.53% |
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 Wah Fu Education Group Limited 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 Wah Fu Education Group Limited is priced in the market compared to other companies in the Education & Training Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WAFU relative to other companies in the Education & Training Services industry. Currently, WAFU has a P/S ratio of 0.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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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