Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABZPY (Aboitiz Power Corp ADR) | 0.00% | 14.08% | -1.47% | 10.15% | -0.11% | NA | NA | … | … |
Data as of 03/13/2026, Common starting date is 08/20/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABZPY (Aboitiz Power Corp ADR) | 08/20/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.08 | -1.47 | 10.15 | -0.11 | NA | NA | … | … | 0.00 | 19.58 | -9.21 | 2.23 | 14.25 | 13.47 | -24.04 | 3.71 | -2.26 | -11.67 | 1.03 | 9.56 | 1.41 |
| Sharpe Ratio | NA | 0.30 | -0.11 | 0.17 | -0.04 | NA | NA | … | … | 0.00 | 0.35 | -0.47 | -0.02 | 0.65 | 0.24 | -0.28 | 0.61 | -0.33 | -0.95 | 0.80 | 1.20 | 0.34 |
| Standard Deviation(%) | NA | 37.48 | 43.68 | 44.84 | 42.37 | NA | NA | … | … | NA | 47.84 | 27.30 | 61.73 | 19.83 | 56.15 | 85.45 | 3.64 | 10.97 | 13.09 | 1.03 | 7.92 | 11.40 |
| Draw Down(%) | NA | 13.88 | 30.65 | 30.65 | 48.22 | NA | NA | … | … | 0.00 | 15.24 | 19.34 | 30.65 | 8.74 | 21.73 | 38.12 | 0.00 | 9.17 | 14.15 | 0.00 | 0.00 | 4.16 |
| Yield(%) | 0.00 | 6.72 | 4.80 | 6.30 | 2.85 | 2.17 | 1.63 | … | … | 0.00 | 7.05 | 6.02 | 4.91 | 4.41 | 3.03 | 2.95 | 3.57 | 3.20 | 2.82 | 1.02 | 1.31 | 0.00 |
Data as of 03/13/2026, Common starting date is 08/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABZPY (Aboitiz Power Corp ADR) |
-11.87%
May 2017 – May 2020 |
-9.73%
Jun 2016 – Jun 2021 |
-0.98%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABZPY (Aboitiz Power Corp ADR) |
20.89%
May 2020 – May 2023 |
11.19%
May 2020 – May 2025 |
0.38%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart