Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCPHY (Holcim Philippines Inc) | NA | 0.00% | 0.00% | 0.63% | NA | NA | NA | … | … |
Data as of 12/09/2024, Common starting date is 03/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCPHY (Holcim Philippines Inc) | 03/01/2018 | 12/09/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.00 | 0.63 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 3.19 | 0.00 | 74.07 | -8.64 |
| Sharpe Ratio | NA | 0.00 | 0.00 | -0.80 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 1.00 | 0.00 | 1.49 | -0.53 |
| Standard Deviation(%) | NA | NA | 1.82 | 1.41 | NA | NA | NA | … | … | NA | NA | NA | 3.18 | NA | 48.78 | 22.31 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.85 | 17.35 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.62 | 1.25 | 0.84 | 0.63 | … | … | 0.00 | 0.00 | 0.00 | 3.09 | 0.00 | 0.00 | 8.07 |
Data as of 12/09/2024, Common starting date is 03/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCPHY (Holcim Philippines Inc) |
0.00%
Jun 2021 – Jun 2024 |
0.63%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCPHY (Holcim Philippines Inc) |
24.38%
May 2018 – May 2021 |
14.70%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart