Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SGAPY (Singapore Telecommunications PK) -6.47% 13.87% 28.53% 18.74% 6.42% 6.89% NA
Data as of 06/10/2026, Common starting date is 09/07/2006
More Performance Analytics Comparison
Name Start Date End Date
SGAPY (Singapore Telecommunications PK) 09/07/2006 06/10/2026
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 2010 2009 2008 2007 2006
Annualized Return (%) -1.46 13.87 28.53 18.74 6.42 6.89 NA -6.47 63.85 27.59 2.88 16.36 1.44 -27.27 22.69 -14.64 11.80 1.17 -8.65 5.61 11.67 19.35 9.10 13.52 28.04 -31.59 34.68 36.17
Sharpe Ratio NA 0.50 1.14 0.76 0.22 NA NA -0.73 2.74 1.22 -0.04 0.74 0.08 -0.97 1.28 -0.99 0.96 0.04 -0.43 0.42 0.57 1.12 0.36 0.59 0.75 -0.60 0.91 5.90
Standard Deviation(%) NA 22.83 21.40 20.30 20.00 NA NA 25.06 22.34 19.68 18.46 20.25 18.46 28.37 16.61 16.23 11.62 22.02 20.33 13.37 20.48 17.40 25.42 22.80 37.10 54.44 34.81 27.82
Draw Down(%) NA 18.77 18.77 18.77 44.75 NA NA 18.77 8.07 13.71 13.28 16.58 16.40 40.83 12.06 20.89 8.25 21.91 25.72 9.55 15.02 9.43 13.37 16.27 16.98 56.14 16.53 6.56
Yield(%) 0.00 4.62 6.63 5.67 3.85 4.82 7.12 0.00 6.21 6.76 5.05 5.00 2.92 3.02 6.02 4.80 5.14 5.00 4.39 4.54 4.78 5.16 8.70 4.90 4.94 3.23 6.59 1.81
Data as of 06/10/2026, Common starting date is 09/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGAPY (Singapore Telecommunications PK) -14.49%
Oct 2017 – Oct 2020
-7.92%
Oct 2015 – Oct 2020
-1.14%
Oct 2013 – Oct 2023
1.44%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGAPY (Singapore Telecommunications PK) 38.05%
Feb 2023 – Feb 2026
23.06%
Feb 2021 – Feb 2026
10.33%
Oct 2006 – Oct 2016
8.74%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return