Tearsheet

Yunhong Green CTI (YHGJ)


Market Price (6/9/2026): $3.72 | Market Cap: $9.7 MilSector: Materials | Industry: Metal, Glass & Plastic Containers

Yunhong Green CTI (YHGJ)


Market Price (6/9/2026): $3.72
Market Cap: $9.7 Mil
Sector: Materials
Industry: Metal, Glass & Plastic Containers

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Weak multi-year price returns
2Y Excs Rtn is -110%, 3Y Excs Rtn is -169%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -2.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -9.4%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 112%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -4.3%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.7%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -30%

High stock price volatility
Vol 12M is 1076%

Key risks
YHGJ key risks include [1] substantial doubt about its ability to continue as a going concern due to consistent losses and liquidity challenges, Show more.

0 Weak multi-year price returns
2Y Excs Rtn is -110%, 3Y Excs Rtn is -169%
1 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -2.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -9.4%
2 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 112%
3 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -4.3%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.7%
4 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -30%
5 High stock price volatility
Vol 12M is 1076%
6 Key risks
YHGJ key risks include [1] substantial doubt about its ability to continue as a going concern due to consistent losses and liquidity challenges, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

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Updated on 6/8/2026

Yunhong Green CTI (YHGJ) stock has gained about 45% since 2/28/2026 because of the following key factors:

1. Improved financial performance in fiscal Q1 2026. Yunhong Green CTI reported a significant increase in net sales for fiscal Q1 2026, which ended March 31, 2026. Net sales rose to $6.2 million, a 28% increase compared to $4.8 million in the prior year's first quarter. Additionally, the company narrowed its net loss to $341,000 from $416,000 year-over-year and achieved positive operating cash flow of $236,000. These improvements likely contributed to positive investor sentiment during the period.

2. Strategic management appointments. The company announced key leadership changes during the period, including the appointment of Fred Chak as Board Chairman on April 28, 2026, and his addition to the board on March 31, 2026. Such appointments can signal a strategic shift or a renewed focus on corporate governance and future growth, positively influencing investor confidence.

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Stock Movement Drivers

Fundamental Drivers

The 44.7% change in YHGJ stock from 2/28/2026 to 6/8/2026 was primarily driven by a 26.6% change in the company's P/S Multiple.
(LTM values as of)22820266082026Change
Stock Price ($)2.533.6644.7%
Change Contribution By: 
Total Revenues ($ Mil)19218.7%
P/S Multiple0.40.526.6%
Shares Outstanding (Mil)335.1%
Cumulative Contribution44.7%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/8/2026
ReturnCorrelation
YHGJ44.7% 
Market (SPY)8.1%22.3%
Sector (XLB)-6.0%3.4%

Fundamental Drivers

The -25.5% change in YHGJ stock from 11/30/2025 to 6/8/2026 was primarily driven by a -34.8% change in the company's P/S Multiple.
(LTM values as of)113020256082026Change
Stock Price ($)4.923.66-25.5%
Change Contribution By: 
Total Revenues ($ Mil)19218.7%
P/S Multiple0.70.5-34.8%
Shares Outstanding (Mil)335.1%
Cumulative Contribution-25.5%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/8/2026
ReturnCorrelation
YHGJ-25.5% 
Market (SPY)8.8%19.2%
Sector (XLB)12.8%6.2%

Fundamental Drivers

The -55.5% change in YHGJ stock from 5/31/2025 to 6/8/2026 was primarily driven by a -62.2% change in the company's P/S Multiple.
(LTM values as of)53120256082026Change
Stock Price ($)8.223.66-55.5%
Change Contribution By: 
Total Revenues ($ Mil)182117.9%
P/S Multiple1.20.5-62.2%
Shares Outstanding (Mil)330.0%
Cumulative Contribution-55.5%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/8/2026
ReturnCorrelation
YHGJ-55.5% 
Market (SPY)26.9%1.9%
Sector (XLB)18.0%-6.6%

Fundamental Drivers

The -93.8% change in YHGJ stock from 5/31/2023 to 6/8/2026 was primarily driven by a -92.6% change in the company's P/S Multiple.
(LTM values as of)53120236082026Change
Stock Price ($)59.503.66-93.8%
Change Contribution By: 
Total Revenues ($ Mil)172121.7%
P/S Multiple6.10.5-92.6%
Shares Outstanding (Mil)23-32.0%
Cumulative Contribution-93.8%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/8/2026
ReturnCorrelation
YHGJ-93.8% 
Market (SPY)83.8%0.5%
Sector (XLB)41.3%-4.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
YHGJ Return0%0%-64%-74%-34%-8%-94%
Peers Return9%4%3%1%1%-13%4%
S&P 500 Return27%-19%24%23%16%8%97%

Monthly Win Rates [3]
YHGJ Win Rate0%0%8%33%33%50% 
Peers Win Rate55%48%48%55%50%40% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
YHGJ Max Drawdown0%0%-65%-79%-96%-47% 
Peers Max Drawdown-24%-28%-25%-22%-27%-28% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: SLGN, GEF, OI, BALL, ATR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/8/2026 (YTD)

How Low Can It Go

EventYHGJS&P 500
2024 Yen Carry Trade Unwind
  % Loss-31.7%-7.8%
  % Gain to Breakeven46.5%8.5%
  Time to Breakeven12 days18 days
2008-2009 Global Financial Crisis
  % Loss-54.1%-53.4%
  % Gain to Breakeven117.8%114.4%
  Time to Breakeven491 days1085 days
Summer 2007 Credit Crunch
  % Loss-28.0%-8.6%
  % Gain to Breakeven38.9%9.5%
  Time to Breakeven5 days47 days

Compare to SLGN, GEF, OI, BALL, ATR

In The Past

Yunhong Green CTI's stock fell -7.7% during the 2025 US Tariff Shock. Such a loss loss requires a 8.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventYHGJS&P 500
2024 Yen Carry Trade Unwind
  % Loss-31.7%-7.8%
  % Gain to Breakeven46.5%8.5%
  Time to Breakeven12 days18 days
2008-2009 Global Financial Crisis
  % Loss-54.1%-53.4%
  % Gain to Breakeven117.8%114.4%
  Time to Breakeven491 days1085 days
Summer 2007 Credit Crunch
  % Loss-28.0%-8.6%
  % Gain to Breakeven38.9%9.5%
  Time to Breakeven5 days47 days

Compare to SLGN, GEF, OI, BALL, ATR

In The Past

Yunhong Green CTI's stock fell -7.7% during the 2025 US Tariff Shock. Such a loss loss requires a 8.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Yunhong Green CTI (YHGJ)

Yunhong CTI Ltd. develops, produces, distributes, and sells consumer products in the United States and internationally. It offers novelty products, including foil balloons; latex balloons under the Partyloons name; and toy balloon products, which include punch balls, water bombs, and Animal Twisties, as well as other inflatable toy items. The company also offers packaging films and custom film products for food, and other commercial and packaging applications; and container products, as well as assembles and sells Candy Blossom product line. It primarily serves various retail outlets, including general merchandise stores, discount and drugstore chains, grocery chains, card and gift shops, and party goods stores, as well as florists and balloon decorators. The company sells its products directly, as well as through a network of distributors and wholesalers, retail chains, and independent sales representatives. The company was formerly known as CTI Industries Corporation and changed its name to Yunhong CTI Ltd. in January 2020. Yunhong CTI Ltd. was founded in 1975 and is headquartered in Lake Barrington, Illinois.

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It's like the company that manufactures and supplies many of the balloons and party novelties you find at stores like Party City or Walmart.

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  • Foil Balloons: Novelty products offered by the company.
  • Latex Balloons: Sold under the Partyloons brand name.
  • Toy Balloon Products: Include items such as punch balls, water bombs, Animal Twisties, and other inflatable toy items.
  • Packaging Films and Custom Film Products: Designed for food and other commercial and packaging applications.
  • Container Products: General container items manufactured and sold.
  • Candy Blossom Product Line: Assembled and sold by the company.

AI Analysis | Feedback

Yunhong Green CTI (YHGJ) sells its products primarily to other companies (B2B). Based on the provided background information, specific names of major customer companies are not explicitly listed. However, the company serves the following categories of businesses:

  • General merchandise stores
  • Discount and drugstore chains
  • Grocery chains
  • Card and gift shops
  • Party goods stores
  • Florists
  • Balloon decorators
  • Distributors
  • Wholesalers

As specific customer company names are not provided in the description, no public company symbols can be listed.

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Jana M. Schwan, Chief Executive Officer, Chief Operating Officer, and Director

Jana M. Schwan was appointed Chief Executive Officer in November 2024.

Sree Kommana, Principal Financial Officer

Sree Kommana serves as the Principal Financial Officer.

Gerald (J.D.) Roberts, Jr., Interim Chairman of the Board

Gerald (J.D.) Roberts, Jr. was elected Interim Chairman of the Board on February 17, 2026, following the resignation of Mr. Yubao Li.

Yubao Li, Former Chairman of the Board

Mr. Li served as Chairman of the Board until his resignation on February 17, 2026. He was also Chairman of the Yunhong Group, which successfully acquired CTI Industries Corporation (the company's former name) on January 3, 2020, leading to its renaming to Yunhong CTI Ltd. This acquisition involved the purchase of convertible preferred shares for US $5 million.

Iris Chan, Independent Director and Chair of the Audit Committee

Iris Chan was elected as an independent director and chair of the audit committee in January 2026.

AI Analysis | Feedback

The key risks to Yunhong Green CTI's (YHGJ) business include its reliance on discretionary consumer spending, volatility in raw material prices and supply chain disruptions, and evolving consumer preferences influenced by environmental concerns.

  1. Dependence on Discretionary Consumer Spending: Yunhong Green CTI's product portfolio, which includes foil and latex balloons, other inflatable toy items, and the Candy Blossom line, largely consists of novelty and party goods. These items are typically considered discretionary purchases. The demand for such products is highly sensitive to economic conditions and consumer sentiment. Economic downturns, inflation, or decreased consumer confidence can lead to a reduction in spending on non-essential goods and services, directly impacting the company's sales and profitability.

  2. Raw Material Price Volatility and Supply Chain Disruptions: The manufacturing of balloons and packaging films requires specific raw materials, such as latex, plastics, and helium. The prices of these commodities can be volatile due to various factors, including geopolitical events, natural disasters, and global supply-demand imbalances. For instance, the balloon industry has historically faced challenges with helium shortages and fluctuating prices. Disruptions in the supply chain or significant increases in raw material costs can lead to higher production expenses, reduced profit margins, and potential delays in product availability, making it difficult for the company to pass on these increased costs to consumers.

  3. Evolving Consumer Preferences and Environmental Concerns: There is an increasing global focus on sustainability and the environmental impact of products, particularly single-use plastics. Products like balloons, especially those made from traditional materials, are facing growing scrutiny and potential regulatory pressures. Consumers are increasingly seeking eco-friendly and biodegradable alternatives, which could shift demand away from some of Yunhong Green CTI's conventional offerings. While the company is reportedly developing compostable material solutions, a rapid shift in consumer preferences or stricter environmental regulations could necessitate significant investment in new materials and production methods, or otherwise impact demand for its existing product lines.

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The increasing global focus on environmental sustainability, including growing regulatory pressures and shifting consumer preferences away from single-use plastics and non-biodegradable products, poses a significant emerging threat to Yunhong CTI. This trend directly impacts their core businesses of manufacturing foil and latex balloons, which are increasingly subject to bans and public backlash due to environmental litter, and their production of packaging films, as industries pivot towards more sustainable and biodegradable packaging alternatives.

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Yunhong Green CTI (YHGJ) operates in two primary addressable markets: flexible packaging and party balloons.

Flexible Packaging Market

The global flexible packaging market was valued at approximately USD 270.83 billion in 2025 and is projected to grow to USD 463.56 billion by 2034, exhibiting a compound annual growth rate (CAGR) of 6.29% from 2026 to 2034. Another estimate placed the global market size at USD 293.92 billion in 2025, with a projection to reach USD 440.88 billion by 2033, growing at a CAGR of 5.3% from 2026 to 2033.

In the United States, the flexible packaging market was valued at USD 63.46 billion in 2023 and is expected to reach USD 83.51 billion by 2030, with a projected CAGR of 4% from 2024 to 2030. Another source indicates the U.S. flexible packaging market size was USD 63.85 billion in 2023 and is projected to reach approximately USD 97.28 billion by 2033, growing at a CAGR of 4.3% during the forecast period from 2024 to 2033.

Party Balloon Market

The global party balloon market, which includes foil and latex balloons, is estimated at USD 2.9 billion in 2025 and is projected to reach approximately USD 5.4 billion by 2033, growing at a CAGR of 8.1% during the period of 2025–2033. Another projection shows the global market growing from USD 2.03 billion in 2025 to USD 2.73 billion by 2031 at a 5.06% CAGR.

For the United States, the party balloon market was valued at USD 470.11 million in 2024 and is forecasted to reach USD 720.05 million by 2033, with a CAGR of 4.84% during the period 2026–2033. The United States typically accounts for a significant portion of global balloon consumption, estimated at around 20%–25% in 2021.

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Here are 3-5 expected drivers of future revenue growth for Yunhong Green CTI (YHGJ) over the next 2-3 years:
  1. Stabilization and Reduction in Helium Pricing: A reduction in helium pricing was expected to generate increased balloon sales in the latter part of 2023 compared to 2022. If this trend continues or helium prices remain favorable, it could support sustained growth in the company's core balloon product lines.
  2. Enhanced Operational Efficiencies through Automation: Yunhong Green CTI is investing in robotic technology to improve operational efficiencies. A second manufacturing line installation was expected to be completed imminently (as of August 2023), with a third line anticipated by the end of the first quarter of 2024. These improvements could lead to cost savings, potentially allowing for more competitive pricing or increased production capacity to drive revenue.
  3. Expansion into New Product Categories with Compostable Materials: The company is engaged in the ongoing prototype development of Yunhong Biotech's compostable material solutions. This initiative could open new revenue streams by addressing the growing demand for environmentally friendly products.
  4. Growth in Balloon-Inspired Gift Items: Orders for balloon-inspired gift items have shown growth, a trend that the company expects to continue. This indicates a specific product segment with anticipated sustained positive momentum that can contribute to overall revenue.
  5. Strategic Expansion into the Chinese Market: The formation of a new China-based subsidiary, Yunhong Technology Industry (Hubei) Co., Ltd, announced in January 2024, suggests a strategic move to potentially expand market reach or optimize manufacturing, which could drive future revenue.

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Capital Allocation Decisions for Yunhong Green CTI (YHGJ)

Share Repurchases

  • Yunhong Green CTI's latest trailing twelve months (TTM) Buyback Yield AVG 3YRS was 0%, suggesting no significant share repurchases in the most recent period.
  • Over the past five years, the company's average Buyback Yield AVG 3YRS was 0.24%, with the highest recorded at 9.75% and the lowest at -12.11%.

Share Issuance

  • A one-for-ten reverse stock split of common stock became effective on October 1, 2025, reducing the outstanding share count from approximately 27,738,626 to 2,773,862 shares. This action aimed to adjust the per-share price and capital structure without altering proportional ownership.

Outbound Investments

  • In January 2024, Yunhong Green CTI announced the formation of a new China-based subsidiary, Yunhong Technology Industry (Hubei) Co., Ltd.

Capital Expenditures

  • Over the last five years, Yunhong Green CTI's average Capital Expenditure (AVG 5YRS) was -$273.47K.
  • The highest Capital Expenditure (AVG 5YRS) recorded during the past five years was $481.21K.
  • The latest trailing twelve months (TTM) Capital Expenditure (AVG 5YRS) stood at -$469.87K.

Better Bets vs. Yunhong Green CTI (YHGJ)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1null10/17/2025
Title
0ARTICLES

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

YHGJSLGNGEFOIBALLATRMedian
NameYunhong .Silgan Greif O-I GlassBall AptarGro. 
Mkt Price3.6636.6663.347.9452.62111.9444.64
Mkt Cap0.03.93.61.214.07.23.7
Rev LTM216,5784,5886,39913,6673,8735,494
Op Inc LTM-26533595321,422504518
FCF LTM-130726538596324286
FCF 3Y Avg-1318-7306311306
CFO LTM-16144264771,150606541
CFO 3Y Avg-0589-602913603602

Growth & Margins

YHGJSLGNGEFOIBALLATRMedian
NameYunhong .Silgan Greif O-I GlassBall AptarGro. 
Rev Chg LTM17.9%9.6%-0.6%-1.6%13.7%8.9%9.2%
Rev Chg 3Y Avg7.0%1.2%-5.6%-2.9%3.0%5.1%2.1%
Rev Chg Q28.2%6.4%-0.5%-1.7%16.3%10.8%8.6%
QoQ Delta Rev Chg LTM6.9%1.5%-0.1%-0.4%3.8%2.5%2.0%
Op Inc Chg LTM-349.8%10.0%5.6%12.5%10.1%-1.1%7.8%
Op Inc Chg 3Y Avg-92.4%-0.3%-12.6%-8.8%10.5%10.0%-4.6%
Op Mgn LTM-9.4%9.9%7.8%8.3%10.4%13.0%9.1%
Op Mgn 3Y Avg-5.4%10.0%7.5%8.4%10.1%13.5%9.2%
QoQ Delta Op Mgn LTM1.0%-0.2%-0.7%-1.0%-0.2%-0.5%-0.4%
CFO/Rev LTM-4.3%9.3%9.3%7.5%8.4%15.6%8.9%
CFO/Rev 3Y Avg-1.7%9.6%-9.1%7.2%16.5%9.1%
FCF/Rev LTM-4.7%4.7%5.8%0.6%4.4%8.4%4.5%
FCF/Rev 3Y Avg-2.8%5.2%-0.1%2.3%8.5%2.3%

Valuation

YHGJSLGNGEFOIBALLATRMedian
NameYunhong .Silgan Greif O-I GlassBall AptarGro. 
Mkt Cap0.03.93.61.214.07.23.7
P/S0.50.60.80.21.01.90.7
P/Op Inc-4.85.910.02.39.814.27.9
P/EBIT-6.16.57.65.59.513.37.1
P/E-3.913.712.1-6.514.918.512.9
P/CFO-10.56.38.52.512.211.87.4
Total Yield-25.8%9.6%11.8%-15.3%8.3%7.1%7.7%
Dividend Yield0.0%2.2%3.5%0.0%1.6%1.7%1.6%
FCF Yield 3Y Avg-10.6%6.6%-0.9%2.0%3.4%2.0%
D/E1.11.20.34.10.60.20.8
Net D/E1.11.10.33.80.50.20.8

Returns

YHGJSLGNGEFOIBALLATRMedian
NameYunhong .Silgan Greif O-I GlassBall AptarGro. 
1M Rtn4.6%-8.4%-6.9%-14.5%-9.8%-7.5%-8.0%
3M Rtn31.7%-16.1%-8.4%-31.6%-15.3%-16.0%-15.7%
6M Rtn-27.1%-3.5%-1.3%-43.8%11.0%-6.0%-4.8%
12M Rtn-53.1%-31.0%-1.4%-41.7%-0.6%-25.9%-28.5%
3Y Rtn-93.8%-17.7%-2.1%-62.0%4.3%1.4%-9.9%
1M Excs Rtn3.6%-9.4%-7.8%-12.8%-10.5%-11.5%-9.9%
3M Excs Rtn22.7%-25.1%-17.3%-40.6%-24.3%-24.9%-24.6%
6M Excs Rtn-33.3%-11.9%-9.4%-50.8%0.4%-15.5%-13.7%
12M Excs Rtn-81.6%-54.9%-21.8%-64.8%-24.9%-50.2%-52.5%
3Y Excs Rtn-169.3%-88.6%-58.4%-137.3%-69.2%-72.4%-80.5%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Foil Balloons1212111817
Other65533
Film Products11221
Latex Balloons    0
Total1818182421


Price Behavior

Price Behavior
Market Price$3.66 
Market Cap ($ Bil)0.0 
First Trading Date12/29/2006 
Distance from 52W High-60.7% 
   50 Days200 Days
DMA Price$3.11$4.12
DMA Trenddownup
Distance from DMA17.7%-11.2%
 3M1YR
Volatility83.5%1,095.2%
Downside Capture286.68559.90
Upside Capture232.62327.60
Correlation (SPY)25.5%2.0%
YHGJ Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta2.581.941.061.241.410.14
Up Beta5.070.02-0.351.70-9.99-1.32
Down Beta2.572.380.340.72-4.90-1.36
Up Capture345%275%259%56%708%1%
Bmk +ve Days13283667141432
Stock +ve Days12233053102282
Down Capture-104%433%138%160%217%108%
Bmk -ve Days7132757109318
Stock -ve Days7162965138356

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with YHGJ
YHGJ-59.5%1,106.5%0.88-
Sector ETF (XLB)16.4%16.9%0.73-6.5%
Equity (SPY)26.2%12.1%1.632.1%
Gold (GLD)28.6%26.9%0.911.2%
Commodities (DBC)37.4%19.0%1.54-2.8%
Real Estate (VNQ)11.0%13.4%0.530.8%
Bitcoin (BTCUSD)-40.1%42.4%-1.099.8%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with YHGJ
YHGJ-33.7%670.5%0.49-
Sector ETF (XLB)4.5%18.9%0.14-3.9%
Equity (SPY)13.5%17.1%0.620.5%
Gold (GLD)17.4%18.1%0.781.3%
Commodities (DBC)9.3%19.4%0.37-1.3%
Real Estate (VNQ)2.6%18.8%0.04-0.3%
Bitcoin (BTCUSD)10.7%54.6%0.394.7%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with YHGJ
YHGJ-18.6%670.5%0.49-
Sector ETF (XLB)10.0%20.6%0.43-3.9%
Equity (SPY)15.3%17.9%0.730.5%
Gold (GLD)13.1%16.0%0.681.3%
Commodities (DBC)7.1%18.0%0.32-1.3%
Real Estate (VNQ)5.4%20.7%0.23-0.3%
Bitcoin (BTCUSD)62.6%66.9%1.024.7%

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Short Interest

Short Interest: As Of Date5152026
Short Interest: Shares Quantity0.0 Mil
Short Interest: % Change Since 43020265.2%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity2.6 Mil
Short % of Basic Shares0.2%

Earnings Returns History

Updated 6/2/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/13/202610-Q
12/31/202503/23/202610-K
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