Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMGBF (San Miguel Corporation) | NA | -14.82% | -7.82% | 2.42% | 7.52% | NA | NA | … | … |
Data as of 06/27/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMGBF (San Miguel Corporation) | 08/06/2012 | 06/27/2025 |
| 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 (%) | 0.44 | -14.82 | -7.82 | 2.42 | 7.52 | NA | NA | … | … | -4.03 | -18.91 | 20.27 | -12.44 | -13.52 | 14.95 | 11.79 | 19.01 | 27.21 | 92.53 | -39.93 | 30.81 | -20.05 | 43.58 |
| Sharpe Ratio | NA | -0.24 | -0.23 | 0.01 | 0.15 | NA | NA | … | … | -0.17 | -0.38 | 1.17 | -0.48 | -0.34 | 0.27 | 0.43 | 0.58 | 1.04 | 2.28 | -1.40 | 0.84 | -0.51 | 3.85 |
| Standard Deviation(%) | NA | 74.21 | 47.74 | 45.51 | 40.50 | NA | NA | … | … | 65.74 | 67.35 | 13.82 | 28.60 | 39.85 | 53.58 | 23.88 | 30.54 | 25.78 | 40.53 | 28.55 | 36.64 | 39.66 | 38.67 |
| Draw Down(%) | NA | 43.67 | 44.22 | 44.22 | 50.18 | NA | NA | … | … | 22.51 | 37.89 | 8.08 | 21.79 | 23.27 | 47.40 | 16.31 | 20.02 | 18.92 | 18.26 | 46.81 | 17.45 | 40.36 | 5.09 |
| Yield(%) | 0.00 | 1.04 | 1.74 | 8.67 | 10.38 | 7.78 | 5.84 | … | … | 1.20 | 0.97 | 2.86 | 17.38 | 0.75 | 23.64 | 1.08 | 1.69 | 2.11 | 4.90 | 1.72 | 3.65 | 27.31 | 38.18 |
Data as of 06/27/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGBF (San Miguel Corporation) |
-14.35%
Dec 2012 – Dec 2015 |
-8.14%
Jan 2020 – Jan 2025 |
3.01%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGBF (San Miguel Corporation) |
51.07%
Nov 2015 – Nov 2018 |
30.23%
Dec 2015 – Dec 2020 |
11.44%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart