Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABTZY (Aboitiz Equity Ventures Inc ADR) | 21.88% | -2.16% | -24.83% | -5.35% | -7.30% | NA | NA | … | … |
Data as of 03/13/2026, Common starting date is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABTZY (Aboitiz Equity Ventures Inc ADR) | 10/22/2013 | 03/13/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.16 | -24.83 | -5.35 | -7.30 | NA | NA | … | … | 21.88 | -30.11 | -30.73 | -2.22 | -4.68 | 4.72 | -4.76 | 15.01 | -29.73 | -11.84 | 37.09 | 2.06 | 2.09 | 6.52 |
| Sharpe Ratio | NA | -0.09 | -0.47 | -0.22 | -0.16 | NA | NA | … | … | 3.76 | -0.63 | -0.55 | -0.08 | -0.17 | 0.07 | -0.05 | 0.38 | -0.58 | -0.86 | 1.48 | 1.00 | 0.08 | 2.71 |
| Standard Deviation(%) | NA | 54.09 | 60.21 | 57.76 | 56.37 | NA | NA | … | … | 44.86 | 52.34 | 62.04 | 77.37 | 35.67 | 64.46 | 92.62 | 35.88 | 54.16 | 14.64 | 24.99 | 2.04 | 24.69 | 14.48 |
| Draw Down(%) | NA | 41.49 | 69.15 | 69.15 | 73.29 | NA | NA | … | … | 0.00 | 41.49 | 35.96 | 34.43 | 26.33 | 29.95 | 47.19 | 23.37 | 47.12 | 11.84 | 7.86 | 0.00 | 17.94 | 0.00 |
| Yield(%) | 0.00 | 4.92 | 1.98 | 3.30 | 1.82 | 1.85 | 1.39 | … | … | 0.00 | 4.28 | 2.67 | 2.77 | 2.97 | 1.92 | 2.31 | 2.57 | 1.73 | 1.84 | 1.88 | 2.06 | 3.35 | 0.00 |
Data as of 03/13/2026, Common starting date is 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABTZY (Aboitiz Equity Ventures Inc ADR) |
-24.83%
Jan 2023 – Jan 2026 |
-13.92%
Dec 2020 – Dec 2025 |
-8.82%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABTZY (Aboitiz Equity Ventures Inc ADR) |
24.25%
Mar 2020 – Mar 2023 |
5.88%
Oct 2018 – Oct 2023 |
0.08%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart