Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASMVY (Asm Pacific Technology Ltd ADR) | 138.47% | 242.46% | 37.51% | 15.82% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASMVY (Asm Pacific Technology Ltd ADR) | 12/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.96 | 242.46 | 37.51 | 15.82 | NA | NA | NA | … | … | 138.47 | 4.67 | 1.80 | 39.63 | -30.31 | -15.74 | 7.06 |
| Sharpe Ratio | NA | 5.46 | 0.88 | 0.32 | NA | NA | NA | … | … | 16.21 | 0.04 | -0.04 | 0.89 | -0.86 | -0.36 | 12.21 |
| Standard Deviation(%) | NA | 49.00 | 49.44 | 44.71 | NA | NA | NA | … | … | 53.35 | 49.79 | 51.70 | 40.87 | 37.23 | 43.24 | 37.44 |
| Draw Down(%) | NA | 24.49 | 61.91 | 61.91 | NA | NA | NA | … | … | 13.63 | 44.37 | 38.10 | 23.34 | 48.28 | 38.45 | 2.80 |
| Yield(%) | 0.00 | 2.56 | 1.57 | 2.09 | 1.31 | 0.87 | 0.65 | … | … | 1.37 | 0.77 | 1.55 | 4.49 | 4.59 | 3.38 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMVY (Asm Pacific Technology Ltd ADR) |
-10.31%
Apr 2022 – Apr 2025 |
1.30%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMVY (Asm Pacific Technology Ltd ADR) |
44.69%
May 2023 – May 2026 |
16.54%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart