Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BGLAF (Bangkok Life Assurance Public Company Limited) NA -4.21% 10.04% 0.28% 12.21% NA NA
Data as of 09/26/2025, Common starting date is 05/29/2013
More Performance Analytics Comparison
Name Start Date End Date
BGLAF (Bangkok Life Assurance Public Company Limited) 05/29/2013 09/26/2025
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 2014 2013
Annualized Return (%) 0.00 -4.21 10.04 0.28 12.21 NA NA 17.49 10.84 2.33 -8.12 -5.99 49.35 28.23 21.26 11.03 -1.91 41.07 -17.39 1.79
Sharpe Ratio NA -0.39 0.33 -0.07 0.37 NA NA 1.62 0.26 -0.08 -0.33 -0.19 1.34 0.71 0.59 0.83 -0.07 2.06 -0.39 0.29
Standard Deviation(%) NA 18.53 19.99 26.75 28.63 NA NA 13.31 27.96 16.91 29.18 30.86 36.41 37.80 33.64 12.57 31.99 19.93 44.87 10.22
Draw Down(%) NA 18.47 22.18 34.16 34.16 NA NA 0.00 22.18 18.57 17.06 20.74 20.86 17.90 28.83 6.08 28.29 4.13 34.78 5.17
Yield(%) 0.00 6.05 7.91 1.15 6.59 5.08 3.81 7.42 13.69 3.05 2.11 0.60 0.97 16.62 25.02 0.00 5.63 5.84 10.35 0.00
Data as of 09/26/2025, Common starting date is 05/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGLAF (Bangkok Life Assurance Public Company Limited) -11.05%
Sep 2020 – Sep 2023
1.70%
Aug 2020 – Aug 2025
8.42%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGLAF (Bangkok Life Assurance Public Company Limited) 38.35%
Jun 2016 – Jun 2019
25.29%
Jun 2016 – Jun 2021
15.67%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return