Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMGBY (San Miguel Corp ADR) | NA | -22.00% | -16.00% | -7.97% | -2.68% | 3.97% | 3.94% | … | … |
Data as of 01/30/2023, Common starting date is 04/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMGBY (San Miguel Corp ADR) | 04/27/1999 | 01/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.00 | -16.00 | -7.97 | -2.68 | 3.97 | 3.94 | … | … | 4.56 | -25.87 | -7.99 | -22.47 | 14.37 | 29.71 | 18.95 | 73.72 | -34.13 | 7.45 | -41.03 | -0.98 | -32.18 | 153.20 | 74.71 | -40.14 | -12.62 | -1.52 | 25.00 | 16.81 | -6.84 | 21.30 | 3.53 | -22.73 | -36.42 |
| Sharpe Ratio | NA | -0.86 | -0.29 | -0.19 | -0.06 | NA | NA | … | … | 3.28 | -1.07 | -0.22 | -0.29 | 0.56 | 1.06 | 0.48 | 1.61 | -0.92 | 0.09 | -1.17 | -0.05 | -0.68 | 3.46 | 1.65 | -0.71 | -0.34 | -0.17 | 1.01 | 0.85 | -0.30 | 0.55 | 0.00 | -0.73 | -1.06 |
| Standard Deviation(%) | NA | 25.63 | 55.73 | 45.21 | 48.53 | NA | NA | … | … | 23.63 | 25.59 | 49.27 | 77.84 | 23.34 | 26.81 | 38.19 | 45.40 | 37.17 | 83.67 | 35.16 | 22.48 | 47.09 | 44.22 | 45.25 | 57.42 | 46.60 | 28.73 | 22.67 | 18.57 | 24.80 | 36.83 | 319.85 | 36.85 | 48.89 |
| Draw Down(%) | NA | 25.66 | 50.02 | 58.56 | 66.26 | NA | NA | … | … | 3.03 | 27.19 | 23.09 | 54.11 | 17.84 | 18.18 | 22.87 | 18.57 | 47.44 | 48.19 | 55.45 | 12.24 | 41.54 | 23.30 | 21.95 | 46.55 | 43.24 | 24.71 | 14.48 | 11.03 | 16.54 | 24.31 | 90.70 | 35.59 | 49.00 |
| Yield(%) | 0.00 | 1.18 | 0.84 | 0.96 | 1.24 | 3.10 | 3.03 | … | … | 0.37 | 0.90 | 0.84 | 0.87 | 0.99 | 1.29 | 1.42 | 3.32 | 1.88 | 4.73 | 0.98 | 1.56 | 1.37 | 10.17 | 2.47 | 1.62 | 2.01 | 1.27 | 1.89 | 1.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/30/2023, Common starting date is 04/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGBY (San Miguel Corp ADR) |
-27.18%
Feb 2011 – Feb 2014 |
-20.70%
Dec 2010 – Dec 2015 |
-5.91%
May 1999 – May 2009 |
0.47%
May 1999 – May 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGBY (San Miguel Corp ADR) |
60.99%
Mar 2008 – Mar 2011 |
27.57%
Mar 2008 – Mar 2013 |
18.01%
Nov 2008 – Nov 2018 |
9.85%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison Chart