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WORLD BOND
Performance Analytics (From 06/04/2013 To 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/04/2013 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 0.5 | 2.0 | 4.1 | 0.3 | 1.7 | 2.3 | 2.9 | 3.6 | 8.8 | -12.8 | -2.3 | 4.7 | 7.9 | 2.8 | 2.4 | 4.6 | 1.2 | 8.7 | -0.5 |
| Sharpe Ratio | NA | -0.31 | -0.18 | 0.21 | -0.45 | 0.01 | 0.27 | -0.01 | -0.02 | 0.91 | -2.09 | -0.72 | 0.96 | 2.33 | 0.76 | 0.75 | 1.4 | 0.32 | 3.91 | -0.25 |
| Draw Down(%) | NA | 2.9 | 2.9 | 2.9 | 15.9 | 16.2 | 16.2 | 2.2 | 1.7 | 3.1 | 14.2 | 3.1 | 5.9 | 2.2 | 1.3 | 1.5 | 3.4 | 3.9 | 0.8 | 2.7 |
| Standard Deviation(%) | NA | 4.4 | 3.4 | 4.0 | 4.9 | 4.1 | 3.9 | 3.2 | 3.8 | 5.7 | 6.8 | 3.2 | 4.6 | 2.7 | 1.9 | 2.3 | 3.1 | 3.6 | 2.2 | 3.5 |
| Treynor Ratio | NA | -0.01 | -0.01 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.05 | -0.14 | -0.02 | 0.04 | 0.06 | 0.01 | 0.02 | 0.04 | 0.01 | 0.09 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 1.1 | 4.4 | 4.5 | 3.3 | 2.9 | N/A | 4.3 | 4.2 | 4.6 | 1.3 | 3.5 | 1.1 | 3.5 | 3.0 | 2.2 | 1.9 | 1.6 | 1.6 | 0.9 |
| Dividend Growth(%) | N/A | -74.1 | 1.8 | 85.9 | 48.5 | N/A | N/A | 3.7 | -6.1 | 203.6 | -65.1 | 216.9 | -66.2 | 18.0 | 34.7 | 18.0 | 19.4 | 5.3 | 90.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2013
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