Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPXCY (Singapore Exchange Ltd ADR) | 29.58% | 59.64% | 37.31% | 20.25% | 16.80% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPXCY (Singapore Exchange Ltd ADR) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.45 | 59.64 | 37.31 | 20.25 | 16.80 | NA | NA | … | … | 29.58 | 44.92 | 29.70 | 15.65 | 0.17 | 1.52 | 17.50 | 30.64 | -1.13 | 13.82 | -4.04 | -4.77 | 6.65 | 6.15 | 9.56 |
| Sharpe Ratio | NA | 2.52 | 1.67 | 0.90 | 0.69 | NA | NA | … | … | 3.03 | 1.70 | 1.48 | 0.85 | -0.07 | 0.08 | 0.54 | 1.62 | -0.11 | 0.81 | -0.16 | -0.18 | 0.76 | 0.61 | 1.49 |
| Standard Deviation(%) | NA | 20.66 | 20.75 | 19.44 | 20.98 | NA | NA | … | … | 24.28 | 24.85 | 17.64 | 14.29 | 17.02 | 18.48 | 31.95 | 18.06 | 22.14 | 16.29 | 26.16 | 27.08 | 8.77 | 10.01 | 17.27 |
| Draw Down(%) | NA | 8.61 | 14.90 | 32.68 | 32.68 | NA | NA | … | … | 8.61 | 14.90 | 11.26 | 9.05 | 21.33 | 25.74 | 20.32 | 9.64 | 23.78 | 6.06 | 16.87 | 25.54 | 5.46 | 8.88 | 4.54 |
| Yield(%) | 0.00 | 3.13 | 2.10 | 2.34 | 4.60 | 4.19 | 3.14 | … | … | 1.32 | 3.29 | 3.55 | 3.70 | 3.33 | 3.24 | 10.09 | 4.16 | 4.26 | 4.06 | 3.91 | 3.50 | 3.76 | 3.92 | 2.85 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| SPXCY (Singapore Exchange Ltd ADR) |
-2.61%
Jan 2013 – Jan 2016 |
0.53%
Oct 2013 – Oct 2018 |
5.08%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXCY (Singapore Exchange Ltd ADR) |
39.77%
May 2023 – May 2026 |
21.28%
Jul 2020 – Jul 2025 |
16.53%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
