Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASBRF (Asahi Group Holdings Ltd) | -12.67% | -29.73% | -6.97% | -7.30% | 2.53% | 53.45% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASBRF (Asahi Group Holdings Ltd) | 01/03/2011 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.45 | -29.73 | -6.97 | -7.30 | 2.53 | 53.45 | NA | … | … | -12.67 | 9.89 | -13.23 | 23.11 | -19.71 | -7.24 | 0.08 | 23.56 | -22.81 | 68.98 | -3.71 | -0.50 | 14.94 | 774.69 | 671.48 | 584.03 |
| Sharpe Ratio | NA | -0.67 | -0.09 | -0.11 | 0.01 | NA | NA | … | … | -0.87 | 0.12 | -0.09 | 1.07 | -0.73 | -0.27 | 0.00 | 1.34 | -1.10 | 3.52 | -0.21 | -0.02 | 1.01 | 4.08 | 4.66 | 4.44 |
| Standard Deviation(%) | NA | 48.53 | 110.71 | 86.00 | 63.55 | NA | NA | … | … | 33.95 | 61.16 | 194.55 | 18.28 | 29.25 | 26.62 | 47.82 | 16.53 | 21.99 | 19.53 | 18.92 | 24.54 | 14.76 | 189.99 | 146.87 | 132.73 |
| Draw Down(%) | NA | 36.06 | 69.33 | 72.76 | 72.86 | NA | NA | … | … | 20.26 | 31.12 | 68.51 | 14.78 | 34.18 | 25.09 | 41.36 | 11.60 | 29.26 | 5.17 | 19.99 | 14.58 | 10.24 | 12.52 | 11.05 | 20.47 |
| Yield(%) | 0.00 | 2.54 | 2.24 | 2.19 | 3.33 | 28.91 | 22.03 | … | … | 0.00 | 3.47 | 2.81 | 4.09 | 3.29 | 3.69 | 3.29 | 2.43 | 1.64 | 2.03 | 1.55 | 1.21 | 1.44 | 101.83 | 128.74 | 129.20 |
Data as of 06/08/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASBRF (Asahi Group Holdings Ltd) |
-14.72%
Oct 2019 – Oct 2022 |
-6.60%
Dec 2017 – Dec 2022 |
2.09%
Dec 2014 – Dec 2024 |
54.06%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASBRF (Asahi Group Holdings Ltd) |
700.28%
Apr 2011 – Apr 2014 |
254.95%
Apr 2011 – Apr 2016 |
98.29%
Mar 2011 – Mar 2021 |
55.80%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart