Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIHLF (Adcock Ingram Holdings Limited) | NA | 55.03% | 13.81% | 3.40% | 5.24% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIHLF (Adcock Ingram Holdings Limited) | 06/12/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 55.03 | 13.81 | 3.40 | 5.24 | NA | NA | … | … | 55.03 | 9.85 | -13.44 | 6.30 | -24.57 | 1.42 | 1.64 | 3.18 | 2.51 | 29.33 | 5.10 | 0.00 |
| Sharpe Ratio | NA | 1.44 | 0.40 | 0.05 | 0.21 | NA | NA | … | … | 1.87 | 1.15 | -0.68 | 1.39 | -0.77 | 0.83 | 0.10 | 0.81 | 1.06 | 1.60 | 0.20 | 0.00 |
| Standard Deviation(%) | NA | 36.09 | 25.66 | 24.49 | 18.27 | NA | NA | … | … | 42.05 | 5.43 | 25.49 | 3.53 | 31.75 | 1.41 | 1.62 | 2.22 | 1.76 | 18.16 | 24.99 | NA |
| Draw Down(%) | NA | 0.00 | 21.97 | 36.74 | 36.74 | NA | NA | … | … | 0.00 | 0.00 | 21.97 | 0.00 | 27.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 14.65 | 0.00 |
| Yield(%) | 2.70 | 9.22 | 7.80 | 4.98 | 5.76 | 4.35 | 3.26 | … | … | 9.22 | 9.25 | 8.99 | 6.04 | 3.45 | 1.40 | 1.61 | 3.10 | 2.46 | 24.13 | 16.04 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIHLF (Adcock Ingram Holdings Limited) |
-13.16%
Aug 2020 – Aug 2023 |
-7.30%
Aug 2018 – Aug 2023 |
0.87%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIHLF (Adcock Ingram Holdings Limited) |
18.42%
Mar 2015 – Mar 2018 |
11.67%
Mar 2015 – Mar 2020 |
7.16%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart