Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APNHY (Aspen Pharmacare Holdings Ltd ADR) | 33.59% | 31.33% | 0.85% | -4.48% | -6.53% | -10.46% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APNHY (Aspen Pharmacare Holdings Ltd ADR) | 04/06/2010 | 06/03/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.78 | 31.33 | 0.85 | -4.48 | -6.53 | -10.46 | NA | … | … | 33.59 | -23.03 | -20.02 | 41.87 | -41.68 | 66.66 | 2.46 | -11.19 | -56.54 | 9.49 | 0.41 | -41.46 | 29.65 | 38.63 | -65.80 | 15.09 | -4.55 |
| Sharpe Ratio | NA | 0.69 | -0.02 | -0.15 | -0.19 | NA | NA | … | … | 2.44 | -0.44 | -0.65 | 1.00 | -0.91 | 1.80 | 0.04 | -0.22 | -1.11 | 0.31 | 0.01 | -1.41 | 1.00 | 1.14 | -0.40 | 0.64 | -0.37 |
| Standard Deviation(%) | NA | 42.22 | 46.04 | 45.01 | 45.81 | NA | NA | … | … | 41.14 | 59.25 | 36.43 | 38.63 | 47.27 | 36.94 | 52.08 | 58.02 | 52.54 | 28.54 | 38.03 | 29.52 | 29.68 | 33.86 | 165.23 | 23.67 | 16.53 |
| Draw Down(%) | NA | 25.04 | 61.44 | 69.29 | 84.97 | NA | NA | … | … | 15.58 | 47.55 | 35.71 | 23.51 | 49.78 | 28.03 | 41.15 | 63.44 | 63.32 | 16.88 | 33.84 | 45.85 | 20.41 | 13.70 | 80.57 | 10.86 | 12.21 |
| Yield(%) | 0.00 | 1.77 | 1.85 | 1.43 | 0.74 | 1.38 | 1.09 | … | … | 0.00 | 1.46 | 1.85 | 2.28 | 1.30 | 2.14 | 0.00 | 0.00 | 0.97 | 1.02 | 0.84 | 0.46 | 0.63 | 0.81 | 1.63 | 1.27 | 0.92 |
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APNHY (Aspen Pharmacare Holdings Ltd ADR) |
-40.40%
Aug 2016 – Aug 2019 |
-30.17%
Mar 2015 – Mar 2020 |
-18.91%
Jun 2012 – Jun 2022 |
-13.17%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APNHY (Aspen Pharmacare Holdings Ltd ADR) |
28.90%
Mar 2019 – Mar 2022 |
22.65%
Aug 2019 – Aug 2024 |
-4.50%
Jul 2012 – Jul 2022 |
-10.46%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart