Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPBMF (United Plantations Berhad) | NA | 41.26% | -8.66% | -0.17% | NA | NA | NA | … | … |
Data as of 03/02/2022, Common starting date is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPBMF (United Plantations Berhad) | 12/18/2015 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 41.26 | -8.66 | -0.17 | NA | NA | NA | … | … | 0.00 | 8.66 | -50.00 | 0.00 | 0.00 | 10.43 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 1.03 | -0.47 | -0.33 | NA | NA | NA | … | … | 0.00 | 1.31 | -0.72 | 0.00 | 0.00 | 0.99 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 8.37 | 40.50 | 31.67 | NA | NA | NA | … | … | NA | 10.56 | 69.31 | NA | NA | 9.95 | NA | NA |
| Draw Down(%) | NA | 0.00 | 50.00 | 50.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 50.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 25.20 | 5.85 | 7.26 | 4.15 | 2.77 | 2.08 | … | … | 0.00 | 25.20 | 2.57 | 2.36 | 8.66 | 7.39 | 5.22 | 0.00 |
Data as of 03/02/2022, Common starting date is 12/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPBMF (United Plantations Berhad) |
-16.12%
Aug 2017 – Aug 2020 |
-5.84%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPBMF (United Plantations Berhad) |
11.12%
Jan 2016 – Jan 2019 |
0.01%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart