Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMAF (Bursa Malaysia Bhd Ord) | NA | 7.94% | 3.75% | -0.34% | 3.18% | 4.65% | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/27/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMAF (Bursa Malaysia Bhd Ord) | 10/27/2009 | 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.94 | 3.75 | -0.34 | 3.18 | 4.65 | NA | … | … | 7.94 | -0.73 | 4.23 | 2.52 | -14.16 | 3.62 | -11.14 | 15.79 | 10.86 | 17.67 | 18.10 | 11.80 | 4.55 | 2.44 | 2.23 | -1.73 | 0.00 |
| Sharpe Ratio | NA | 0.86 | 0.05 | -0.22 | 0.14 | NA | NA | … | … | 1.20 | -0.40 | 0.20 | 0.24 | -0.64 | 1.30 | -0.61 | 1.50 | 1.24 | 1.52 | 0.70 | 0.37 | 1.31 | 1.41 | 1.40 | -0.23 | 0.00 |
| Standard Deviation(%) | NA | 5.70 | 7.25 | 11.63 | 11.87 | NA | NA | … | … | 6.64 | 10.79 | 2.96 | 4.63 | 22.28 | 2.57 | 20.79 | 9.65 | 8.26 | 11.49 | 25.77 | 31.46 | 3.44 | 1.71 | 1.57 | 7.83 | NA |
| Draw Down(%) | NA | 0.00 | 9.03 | 21.74 | 23.10 | NA | NA | … | … | 0.00 | 9.03 | 0.00 | 2.70 | 19.57 | 0.00 | 17.86 | 0.00 | 0.00 | 0.00 | 12.16 | 18.87 | 0.00 | 0.00 | 0.00 | 6.38 | 0.00 |
| Yield(%) | 0.00 | 7.48 | 6.60 | 5.18 | 7.03 | 7.12 | 5.23 | … | … | 7.48 | 8.40 | 4.59 | 5.02 | 6.40 | 3.53 | 6.28 | 14.21 | 9.98 | 15.62 | 14.50 | 10.49 | 4.39 | 2.40 | 2.20 | 4.77 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/27/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMAF (Bursa Malaysia Bhd Ord) |
-8.38%
Jan 2019 – Jan 2022 |
-3.32%
Aug 2018 – Aug 2023 |
2.33%
Aug 2014 – Aug 2024 |
3.99%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMAF (Bursa Malaysia Bhd Ord) |
19.40%
Mar 2015 – Mar 2018 |
14.81%
Aug 2013 – Aug 2018 |
7.70%
Aug 2011 – Aug 2021 |
4.65%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart