Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASX (ASE Technology Holding Co., Ltd.) | 111.37% | 266.08% | 69.83% | 38.94% | 25.44% | 17.41% | 17.22% | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASX (ASE Technology Holding Co., Ltd.) | 10/02/2000 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.26 | 266.08 | 69.83 | 38.94 | 25.44 | 17.41 | 17.22 | … | … | 111.37 | 56.11 | 13.09 | 60.84 | -12.74 | 38.22 | 8.13 | 53.95 | -37.08 | 33.29 | -7.42 | -1.74 | 32.33 | 22.16 | 1.17 | -22.71 | 42.91 | 157.41 | -60.57 | 21.92 | 25.84 | 19.98 | -25.54 | 72.95 | -33.49 | 43.35 | -49.48 |
| Sharpe Ratio | NA | 7.27 | 1.86 | 1.04 | 0.66 | NA | NA | … | … | 14.61 | 1.27 | 0.18 | 1.89 | -0.32 | 0.93 | 0.16 | 1.72 | -0.96 | 1.45 | -0.24 | -0.05 | 1.21 | 0.80 | 0.03 | -0.52 | 1.14 | 2.50 | -1.02 | 0.50 | 0.52 | 0.48 | -0.60 | 1.50 | -0.51 | 0.53 | -1.44 |
| Standard Deviation(%) | NA | 43.30 | 39.79 | 39.56 | 38.13 | NA | NA | … | … | 50.22 | 42.87 | 36.05 | 30.33 | 44.50 | 41.15 | 48.93 | 30.56 | 39.88 | 22.57 | 32.38 | 35.33 | 26.73 | 27.51 | 34.31 | 44.06 | 37.43 | 63.04 | 60.11 | 37.82 | 43.27 | 36.82 | 44.06 | 48.06 | 68.04 | 78.95 | 68.20 |
| Draw Down(%) | NA | 16.81 | 40.64 | 45.99 | 52.51 | NA | NA | … | … | 16.81 | 34.68 | 31.20 | 15.43 | 37.29 | 28.22 | 42.27 | 25.83 | 48.28 | 10.61 | 24.87 | 36.85 | 12.81 | 15.55 | 31.12 | 36.95 | 26.97 | 22.78 | 71.15 | 26.58 | 33.50 | 29.65 | 46.55 | 24.15 | 60.11 | 71.07 | 54.63 |
| Yield(%) | 0.00 | 3.70 | 5.24 | 4.81 | 5.87 | 4.75 | 5.87 | … | … | 0.00 | 3.55 | 3.55 | 9.12 | 6.09 | 5.06 | 2.45 | 4.35 | 8.04 | 4.54 | 4.54 | 5.37 | 4.69 | 7.74 | 2.17 | 1.77 | 1.10 | 4.14 | 5.89 | 3.95 | 0.00 | 0.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/02/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASX (ASE Technology Holding Co., Ltd.) |
-18.15%
Jan 2006 – Jan 2009 |
-15.69%
Jan 2004 – Jan 2009 |
3.40%
Mar 2010 – Mar 2020 |
3.89%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASX (ASE Technology Holding Co., Ltd.) |
79.17%
May 2023 – May 2026 |
43.76%
May 2021 – May 2026 |
27.06%
May 2016 – May 2026 |
18.43%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart