Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXXTF (Axiata Group Berhad) | NA | 5.45% | 9.40% | 3.91% | -1.18% | NA | NA | … | … |
Data as of 07/29/2025, Common starting date is 02/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXXTF (Axiata Group Berhad) | 02/10/2015 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.45 | 9.40 | 3.91 | -1.18 | NA | NA | … | … | 5.65 | 32.13 | -9.44 | -20.02 | 7.55 | -5.97 | 14.94 | -21.09 | 115.82 | -52.96 | -11.76 |
| Sharpe Ratio | NA | 0.03 | 0.14 | 0.04 | -0.03 | NA | NA | … | … | 0.01 | 0.87 | -0.42 | -0.49 | 0.31 | -0.17 | 0.15 | -0.42 | 1.03 | -0.31 | -0.22 |
| Standard Deviation(%) | NA | 77.89 | 42.98 | 40.45 | 82.31 | NA | NA | … | … | 295.37 | 39.28 | 32.81 | 43.77 | 24.09 | 36.72 | 90.16 | 53.29 | 112.49 | 169.77 | 60.08 |
| Draw Down(%) | NA | 30.89 | 41.36 | 41.36 | 71.72 | NA | NA | … | … | 30.76 | 20.82 | 22.73 | 35.23 | 11.83 | 30.17 | 46.24 | 42.33 | 35.87 | 58.37 | 46.86 |
| Yield(%) | 0.00 | 0.00 | 9.90 | 8.57 | 4.66 | 3.19 | 2.39 | … | … | 0.00 | 10.64 | 16.13 | 11.24 | 9.89 | 2.98 | 6.45 | 1.67 | 10.00 | 11.72 | 11.70 |
Data as of 07/29/2025, Common starting date is 02/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXXTF (Axiata Group Berhad) |
-20.94%
Feb 2016 – Feb 2019 |
-9.79%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXXTF (Axiata Group Berhad) |
28.33%
Jan 2019 – Jan 2022 |
14.63%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart