Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSLYF (Nestlé (Malaysia) Berhad) | NA | -36.74% | -11.79% | -5.70% | 5.09% | NA | NA | … | … |
Data as of 05/15/2025, Common starting date is 02/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSLYF (Nestlé (Malaysia) Berhad) | 02/15/2013 | 05/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -36.74 | -11.79 | -5.70 | 5.09 | NA | NA | … | … | -28.89 | -8.44 | 4.65 | -7.22 | 3.53 | 4.56 | 2.90 | 74.30 | 19.07 | 26.02 | -2.22 | 5.01 | 22.49 |
| Sharpe Ratio | NA | -0.86 | -0.68 | -0.44 | 0.18 | NA | NA | … | … | -1.83 | -0.77 | 0.06 | -0.82 | 0.44 | 0.23 | 0.25 | 1.85 | 2.05 | 1.65 | -0.12 | 0.36 | 1.46 |
| Standard Deviation(%) | NA | 46.66 | 22.23 | 17.54 | 20.13 | NA | NA | … | … | 26.19 | 18.53 | 15.93 | 10.59 | 8.00 | 18.95 | 5.60 | 39.52 | 9.01 | 15.62 | 18.19 | 13.72 | 17.87 |
| Draw Down(%) | NA | 36.74 | 40.46 | 40.46 | 40.46 | NA | NA | … | … | 28.89 | 11.04 | 10.95 | 14.05 | 6.31 | 14.77 | 3.12 | 0.00 | 2.05 | 0.26 | 14.29 | 6.28 | 6.86 |
| Yield(%) | 0.00 | 0.00 | 5.63 | 5.80 | 8.43 | 7.92 | 5.94 | … | … | 0.00 | 1.14 | 9.42 | 7.19 | 6.87 | 5.04 | 6.40 | 3.27 | 8.92 | 9.70 | 15.25 | 10.93 | 11.05 |
Data as of 05/15/2025, Common starting date is 02/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSLYF (Nestlé (Malaysia) Berhad) |
-9.51%
Jan 2022 – Jan 2025 |
-4.31%
Jan 2020 – Jan 2025 |
7.76%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSLYF (Nestlé (Malaysia) Berhad) |
37.78%
Nov 2015 – Nov 2018 |
23.88%
Apr 2016 – Apr 2021 |
14.55%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart