Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDOUY (BDO Unibank Inc ADR) | -11.76% | -26.48% | -3.94% | 4.61% | 4.29% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDOUY (BDO Unibank Inc ADR) | 11/07/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.88 | -26.48 | -3.94 | 4.61 | 4.29 | NA | NA | … | … | -11.76 | -4.96 | 8.34 | 58.83 | -18.42 | 7.56 | -29.89 | 27.82 | -19.57 | 64.88 | -8.51 | -8.34 | 5.48 |
| Sharpe Ratio | NA | -1.05 | -0.27 | 0.06 | 0.04 | NA | NA | … | … | -1.15 | -0.23 | 0.15 | 1.53 | -0.57 | 0.24 | -0.44 | 0.56 | -0.47 | 0.75 | -0.84 | -0.57 | 3.21 |
| Standard Deviation(%) | NA | 34.13 | 31.66 | 34.10 | 47.27 | NA | NA | … | … | 33.81 | 34.95 | 31.19 | 36.39 | 35.20 | 31.19 | 67.61 | 46.83 | 44.98 | 86.12 | 10.39 | 14.75 | 14.11 |
| Draw Down(%) | NA | 34.59 | 36.55 | 36.55 | 53.02 | NA | NA | … | … | 23.33 | 31.87 | 23.09 | 18.60 | 30.14 | 17.13 | 51.83 | 14.23 | 40.87 | 19.72 | 9.84 | 13.78 | 0.00 |
| Yield(%) | 0.00 | 3.14 | 2.87 | 6.61 | 4.27 | 2.57 | 1.93 | … | … | 0.81 | 3.48 | 2.86 | 26.34 | 1.76 | 1.12 | 0.80 | 0.98 | 0.73 | 1.18 | 1.33 | 1.72 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDOUY (BDO Unibank Inc ADR) |
-16.61%
Sep 2017 – Sep 2020 |
-8.82%
Sep 2017 – Sep 2022 |
3.03%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDOUY (BDO Unibank Inc ADR) |
24.25%
Jul 2020 – Jul 2023 |
15.97%
May 2020 – May 2025 |
6.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart