PortfoliosLab logoPortfoliosLab logo
ISIN
US9879101064
IPO Date
Apr 30, 2025

Highlights

EPS (TTM)
CN¥158.91
PE Ratio
0.64
Total Revenue (TTM)
CN¥4.09B
Gross Profit (TTM)
CN¥3.91B
EBITDA (TTM)
CN¥1.24B
Year Range
$12.01 - $31.00
ROA (TTM)
27.12%
ROE (TTM)
37.73%

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Yuanbao Inc. ADR

Performance

YB Performance Chart

Yuanbao Inc. ADR (YB) is down 25.4% since the beginning of the year. At $15 per share, YB is trading 51.2% below its 52-week high of $31.


Loading charts...

S&P 500 Index

Returns By Period

Yuanbao Inc. ADR (YB) has returned -25.37% so far this year and -25.95% over the past 12 months.


Yuanbao Inc. ADR

1D
-0.40%
1M
19.06%
YTD
-25.37%
6M
-25.37%
1Y
-25.95%
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)

YB Monthly Returns History

Based on dividend-adjusted daily data since Apr 30, 2025, YB's average daily return is -0.03%, while the average monthly return is -1.08%.

Historically, 40% of months were positive and 60% were negative. The best month was Jun 2025 with a return of +39.2%, while the worst month was Apr 2025 at -26.3%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 3 months.

On a daily basis, YB closed higher 46% of trading days. The best single day was Jul 8, 2025 with a return of +17.7%, while the worst single day was Apr 30, 2025 at -26.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-4.15%0.62%-9.72%-6.46%-10.00%1.82%-25.37%
2025-26.32%-5.39%39.21%28.45%-13.30%-16.10%16.29%-12.31%1.15%-6.46%

Benchmark Metrics

Yuanbao Inc. ADR has an annualized alpha of -23.94%, beta of 0.78, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since April 30, 2025.

  • This stock participated in 89.14% of S&P 500 Index downside but only -54.76% 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
-23.94%
Beta
0.78
0.02
Upside Capture
-54.76%
Downside Capture
89.14%

Return for Risk

Risk / Return Rank

YB ranks 27 for risk / return — below 27% 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.


YB Risk / Return Rank: 2727
Overall Rank
YB Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
YB Sortino Ratio Rank: 2626
Sortino Ratio Rank
YB Omega Ratio Rank: 2727
Omega Ratio Rank
YB Calmar Ratio Rank: 2727
Calmar Ratio Rank
YB 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 Yuanbao Inc. ADR (YB) 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.


YBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.43

Sortino ratioReturn per unit of downside risk

-2.96

Omega ratioGain probability vs. loss probability

0.98

1.37

-0.39

Calmar ratioReturn relative to maximum drawdown

-0.43

2.78

-3.22

Martin ratioReturn relative to average drawdown

-0.75

12.44

-13.19

Dividends

Dividend History


Yuanbao Inc. ADR 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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Yuanbao Inc. ADR. 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 Yuanbao Inc. ADR was 59.90%, occurring on May 26, 2026. The portfolio has not yet recovered.

The current Yuanbao Inc. ADR drawdown is 50.99%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-59.90%May 2026
10mo 20d
11mo 18dJul 2025 - now
2025 selloff2025
-34.35%May 2025
13d1mo 6d
1mo 19dApr 2025 - Jun 2025
2025 selloff2025
-5.99%Jun 2025
0s7d
7dJun 2025 - Jun 2025
2025 pullback2025
-4.88%Jul 2025
2d1d
3dJun 2025 - Jul 2025

Drawdown Indicators


YBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-59.90%

-56.78%

-3.12%

Max Drawdown (1Y)

Largest decline over 1 year

-59.90%

-9.10%

-50.80%

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

-50.99%

-1.80%

-49.19%

Average Drawdown

Average peak-to-trough decline

-31.07%

-10.71%

-20.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.44%

2.03%

+32.41%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Yuanbao Inc. ADR 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 Yuanbao Inc. ADR is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for YB, comparing it with other companies in the Software - Application industry. Currently, YB has a P/E ratio of 0.6. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for YB relative to other companies in the Software - Application industry. Currently, YB has a P/S ratio of 0.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

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

Build a portfolio with YB

Add Yuanbao Inc. ADR to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with YB