Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADOOY (Adaro Energy Tbk PT ADR) | 31.56% | 20.93% | 10.82% | 25.39% | 20.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADOOY (Adaro Energy Tbk PT ADR) | 02/01/2012 | 06/04/2026 |
| 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 (%) | 4.00 | 20.93 | 10.82 | 25.39 | 20.74 | NA | NA | … | … | 31.56 | -17.78 | 14.79 | -23.09 | 69.78 | 55.05 | 13.77 | 32.13 | -28.70 | 11.59 | 256.66 | -52.36 | -7.98 | -45.08 | -14.54 |
| Sharpe Ratio | NA | 0.16 | 0.15 | 0.33 | 0.32 | NA | NA | … | … | 1.32 | -0.40 | 0.10 | -0.53 | 1.07 | 0.90 | 0.13 | 0.77 | -0.62 | 0.34 | 4.41 | -1.10 | -0.14 | -0.96 | -0.28 |
| Standard Deviation(%) | NA | 56.71 | 75.45 | 70.75 | 65.52 | NA | NA | … | … | 59.66 | 51.96 | 108.01 | 50.64 | 63.92 | 60.99 | 101.89 | 39.75 | 48.70 | 32.74 | 58.10 | 47.50 | 58.67 | 47.18 | 56.27 |
| Draw Down(%) | NA | 22.98 | 67.04 | 67.04 | 75.46 | NA | NA | … | … | 18.74 | 34.59 | 51.42 | 40.28 | 26.20 | 29.29 | 64.44 | 20.67 | 50.19 | 22.33 | 14.95 | 56.45 | 35.91 | 64.71 | 38.61 |
| Yield(%) | 0.00 | 17.51 | 12.96 | 25.17 | 24.55 | 5.19 | 3.89 | … | … | 11.84 | 10.74 | 16.00 | 14.27 | 12.75 | 4.13 | 11.07 | 6.70 | 3.41 | 3.52 | 8.79 | 2.99 | 2.25 | 1.31 | 3.93 |
Data as of 06/04/2026, Common starting date is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADOOY (Adaro Energy Tbk PT ADR) |
-39.72%
Jan 2013 – Jan 2016 |
-5.67%
Mar 2012 – Mar 2017 |
4.75%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADOOY (Adaro Energy Tbk PT ADR) |
75.89%
Mar 2020 – Mar 2023 |
46.32%
Sep 2019 – Sep 2024 |
27.57%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart