Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DBSDY (DBS Group Holdings Ltd ADR) | 14.56% | 47.16% | 40.58% | 25.50% | 22.49% | 15.61% | 14.09% | … | … |
Data as of 06/05/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBSDY (DBS Group Holdings Ltd ADR) | 11/18/1996 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 47.16 | 40.58 | 25.50 | 22.49 | 15.61 | 14.09 | … | … | 14.56 | 45.27 | 47.39 | 7.13 | 9.90 | 32.33 | 1.79 | 17.06 | -0.87 | 61.24 | 6.39 | -22.77 | 18.55 | 14.22 | 44.05 | -17.24 | 4.19 | 101.82 | -50.50 | 1.42 | 55.11 | 4.65 | 16.80 | 42.26 | -14.13 | -33.82 | -31.01 | 81.69 | 2.90 | -36.11 | 4.35 |
| Sharpe Ratio | NA | 2.73 | 2.07 | 1.23 | 0.96 | NA | NA | … | … | 1.95 | 2.25 | 2.39 | 0.20 | 0.38 | 1.71 | 0.04 | 0.86 | -0.10 | 3.68 | 0.27 | -1.07 | 1.34 | 0.73 | 2.34 | -0.58 | 0.18 | 2.21 | -0.93 | -0.05 | 2.26 | 0.13 | 0.66 | 1.06 | -0.37 | -0.80 | -0.77 | 1.59 | -0.01 | -0.77 | 1.46 |
| Standard Deviation(%) | NA | 16.33 | 18.06 | 18.97 | 21.81 | NA | NA | … | … | 17.88 | 18.93 | 18.29 | 17.14 | 22.61 | 18.93 | 37.23 | 18.20 | 23.47 | 16.55 | 22.72 | 21.32 | 13.85 | 19.49 | 18.99 | 29.98 | 22.85 | 46.07 | 54.97 | 32.22 | 22.99 | 17.85 | 23.82 | 39.15 | 41.08 | 46.19 | 45.95 | 49.22 | 83.50 | 51.73 | 28.11 |
| Draw Down(%) | NA | 9.46 | 18.74 | 22.01 | 44.43 | NA | NA | … | … | 9.46 | 18.74 | 12.79 | 14.92 | 22.01 | 9.09 | 40.95 | 13.90 | 25.78 | 7.49 | 19.87 | 28.53 | 11.30 | 18.36 | 11.04 | 33.80 | 17.19 | 37.09 | 61.50 | 21.89 | 14.61 | 14.99 | 16.83 | 30.22 | 26.83 | 57.73 | 40.58 | 31.77 | 67.01 | 44.16 | 5.12 |
| Yield(%) | 0.00 | 6.55 | 8.20 | 7.35 | 10.53 | 8.11 | 8.16 | … | … | 2.88 | 6.49 | 6.44 | 6.78 | 5.46 | 3.97 | 2.56 | 6.33 | 6.66 | 3.79 | 3.88 | 2.84 | 3.46 | 3.65 | 4.96 | 5.07 | 1.84 | 18.23 | 3.97 | 4.90 | 4.28 | 3.91 | 2.27 | 2.77 | 0.00 | 0.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBSDY (DBS Group Holdings Ltd ADR) |
-28.38%
Apr 2000 – Apr 2003 |
-12.31%
Jul 1997 – Jul 2002 |
-0.76%
Apr 1999 – Apr 2009 |
0.66%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBSDY (DBS Group Holdings Ltd ADR) |
41.37%
May 2023 – May 2026 |
31.88%
Oct 2020 – Oct 2025 |
23.79%
Jan 2016 – Jan 2026 |
16.29%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart