Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLKBY (Kuala Lumpur Kepong Berhad) | NA | 27.31% | 9.43% | 3.55% | 1.07% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLKBY (Kuala Lumpur Kepong Berhad) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.31 | 9.43 | 3.55 | 1.07 | NA | NA | … | … | 25.92 | -2.07 | 5.10 | -2.43 | -14.13 | 3.98 | 1.06 | 12.21 | 5.79 | -18.78 | 2.37 | -2.98 | 5.33 | -4.32 |
| Sharpe Ratio | NA | 1.47 | 0.35 | 0.05 | -0.03 | NA | NA | … | … | 1.87 | -0.38 | 0.20 | -0.45 | -0.34 | 0.36 | -0.21 | 1.18 | 1.74 | -0.84 | 1.28 | -0.24 | 0.41 | -0.76 |
| Standard Deviation(%) | NA | 15.56 | 16.14 | 23.00 | 18.13 | NA | NA | … | … | 18.12 | 22.84 | 4.19 | 8.59 | 41.80 | 10.39 | 1.66 | 9.29 | 2.98 | 22.55 | 1.83 | 12.68 | 12.85 | 10.69 |
| Draw Down(%) | NA | 1.72 | 16.70 | 34.82 | 34.82 | NA | NA | … | … | 1.72 | 16.70 | 0.00 | 7.22 | 34.82 | 6.14 | 0.87 | 0.00 | 0.00 | 20.16 | 0.00 | 12.84 | 10.71 | 8.90 |
| Yield(%) | 0.00 | 3.20 | 3.60 | 3.20 | 2.35 | 1.98 | 1.49 | … | … | 3.20 | 2.82 | 4.94 | 4.85 | 2.30 | 2.07 | 1.91 | 2.48 | 3.69 | 1.71 | 2.33 | 2.35 | 3.16 | 0.71 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLKBY (Kuala Lumpur Kepong Berhad) |
-9.03%
May 2014 – May 2017 |
-4.52%
Sep 2016 – Sep 2021 |
-2.49%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLKBY (Kuala Lumpur Kepong Berhad) |
9.43%
Aug 2022 – Aug 2025 |
3.55%
Aug 2020 – Aug 2025 |
1.07%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart