Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGAWY (Megaworld Corp ADR) | -8.10% | -2.76% | -2.58% | -12.34% | -9.27% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGAWY (Megaworld Corp ADR) | 07/29/2014 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.08 | -2.76 | -2.58 | -12.34 | -9.27 | NA | NA | … | … | -8.10 | -8.43 | -3.30 | 2.50 | -40.12 | -26.33 | 10.81 | -11.27 | -12.64 | 0.57 | -6.17 | 11.16 | 0.00 |
| Sharpe Ratio | NA | -0.08 | -0.18 | -0.45 | -0.28 | NA | NA | … | … | -0.58 | -0.34 | -0.33 | -0.06 | -1.14 | -0.64 | 0.19 | -0.32 | -0.38 | 0.00 | -0.14 | 0.27 | 0.00 |
| Standard Deviation(%) | NA | 33.99 | 29.64 | 32.95 | 38.75 | NA | NA | … | … | 26.27 | 33.53 | 29.79 | 31.50 | 36.54 | 41.12 | 55.64 | 39.80 | 36.78 | 50.76 | 45.32 | 40.66 | NA |
| Draw Down(%) | NA | 22.32 | 25.78 | 54.06 | 74.14 | NA | NA | … | … | 22.32 | 19.13 | 20.48 | 20.70 | 50.19 | 40.07 | 57.57 | 36.79 | 25.80 | 30.13 | 31.60 | 24.28 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.09 | 0.92 | 0.89 | 0.65 | 0.49 | … | … | 0.00 | 0.00 | 0.00 | 3.16 | 1.69 | 0.98 | 0.99 | 1.64 | 1.12 | 1.02 | 0.94 | 1.33 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGAWY (Megaworld Corp ADR) |
-29.84%
Jun 2019 – Jun 2022 |
-22.05%
Jul 2019 – Jul 2024 |
-11.11%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGAWY (Megaworld Corp ADR) |
13.63%
Mar 2016 – Mar 2019 |
2.07%
Jan 2016 – Jan 2021 |
-5.06%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart