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ISIN
VGG941841014
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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Wah Fu Education Group Limited

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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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202616.72%-7.71%-7.74%5.29%3.55%-3.75%4.30%
20259.52%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%
202314.60%-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%
202156.23%-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
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.


WAFU Risk / Return Rank: 5050
Overall Rank
WAFU Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
WAFU Sortino Ratio Rank: 4949
Sortino Ratio Rank
WAFU Omega Ratio Rank: 4848
Omega Ratio Rank
WAFU Calmar Ratio Rank: 5353
Calmar Ratio Rank
WAFU Martin Ratio Rank: 5151
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 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.


WAFUBenchmarkDifference
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


Wah Fu Education Group Limited 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 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 24d6mo 24d
1y 1moApr 2019 - Jun 2020
2020 bear market2020
-64.74%Sep 2020
3mo 9d4mo 13d
7mo 22dJun 2020 - Feb 2021
2021 bear market2021
-53.72%Mar 2021
27d22d
1mo 19dFeb 2021 - Mar 2021
2020 bear market2020
-33.71%Jun 2020
3d1d
4dJun 2020 - Jun 2020

Drawdown Indicators


WAFUBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-87.15%

-1.80%

-85.35%

Average Drawdown

Average peak-to-trough decline

-70.22%

-10.71%

-59.51%

Ulcer Index

Depth 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.


Annual
Quarterly

0.0

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

Values in undefined except per share items
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