Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITAYY (Indo Tambangraya Megah Tbk PT ADR) | -9.88% | -13.12% | 1.49% | 22.95% | 28.63% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITAYY (Indo Tambangraya Megah Tbk PT ADR) | 10/12/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -19.72 | -13.12 | 1.49 | 22.95 | 28.63 | NA | NA | … | … | -9.88 | -10.53 | 5.40 | -11.38 | 136.36 | 42.08 | 40.91 | -32.82 | 18.64 | 50.66 | 189.66 | -55.61 | -68.61 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.31 | -0.04 | 0.36 | 0.50 | NA | NA | … | … | -0.37 | -0.29 | 0.04 | -0.21 | 2.42 | 1.03 | 0.52 | -0.98 | 1.42 | 1.73 | 2.57 | -0.51 | -0.86 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 51.37 | 49.23 | 56.25 | 54.38 | NA | NA | … | … | 65.51 | 46.50 | 43.75 | 72.77 | 56.06 | 40.94 | 77.11 | 35.01 | 12.24 | 29.07 | 73.69 | 109.53 | 79.80 | NA | 21.21 | NA |
| Draw Down(%) | NA | 36.53 | 36.53 | 50.80 | 62.98 | NA | NA | … | … | 36.53 | 25.71 | 18.92 | 50.80 | 14.31 | 16.90 | 31.08 | 46.29 | 0.00 | 0.00 | 0.95 | 74.72 | 68.61 | 0.00 | 10.00 | 0.00 |
| Yield(%) | 0.00 | 7.13 | 12.61 | 35.56 | 49.54 | 4.20 | 3.15 | … | … | 4.27 | 10.71 | 10.82 | 23.75 | 35.47 | 9.68 | 7.82 | 14.18 | 16.36 | 17.22 | 61.90 | 4.57 | 3.33 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/12/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITAYY (Indo Tambangraya Megah Tbk PT ADR) |
-49.94%
Nov 2012 – Nov 2015 |
-16.59%
Nov 2011 – Nov 2016 |
-0.30%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITAYY (Indo Tambangraya Megah Tbk PT ADR) |
85.87%
Aug 2020 – Aug 2023 |
45.16%
Sep 2016 – Sep 2021 |
33.64%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart