Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBMY (Sembcorp Marine Ltd ADR) | NA | 30.44% | 5.56% | 15.10% | -12.07% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBMY (Sembcorp Marine Ltd ADR) | 03/15/2012 | 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 | 30.44 | 5.56 | 15.10 | -12.07 | NA | NA | … | … | 12.31 | -11.06 | -13.02 | 68.69 | 208.93 | -89.07 | -18.32 | -20.11 | 42.77 | -17.36 | -46.94 | -28.00 | -7.10 | -4.27 |
| Sharpe Ratio | NA | 0.36 | 0.02 | 0.11 | -0.12 | NA | NA | … | … | 0.24 | -0.12 | -0.24 | 0.83 | 1.12 | -0.37 | -1.19 | -0.51 | 1.63 | -0.45 | -1.03 | -1.23 | -0.41 | -0.18 |
| Standard Deviation(%) | NA | 75.35 | 91.46 | 118.19 | 113.57 | NA | NA | … | … | 58.89 | 127.10 | 71.13 | 81.64 | 186.02 | 240.26 | 16.59 | 42.54 | 25.93 | 39.26 | 45.61 | 22.82 | 17.25 | 30.67 |
| Draw Down(%) | NA | 35.03 | 56.18 | 72.06 | 96.91 | NA | NA | … | … | 35.03 | 44.81 | 33.40 | 34.00 | 63.06 | 89.64 | 21.28 | 44.71 | 4.06 | 28.32 | 46.94 | 33.69 | 17.11 | 22.76 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.38 | 0.65 | 0.74 | 0.55 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 49.04 | 2.34 | 0.00 | 0.49 | 1.38 | 2.07 | 3.56 | 1.60 | 1.36 | 3.56 |
Data as of 09/26/2025, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBMY (Sembcorp Marine Ltd ADR) |
-61.53%
Aug 2018 – Aug 2021 |
-43.32%
Nov 2015 – Nov 2020 |
-21.57%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBMY (Sembcorp Marine Ltd ADR) |
65.50%
Dec 2020 – Dec 2023 |
25.87%
Aug 2020 – Aug 2025 |
-11.79%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart