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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BPHLF (Bank of the Philippine Islands) NA 20,052.38% 1,064.45% 494.75% 268.21% NA NA 280.27%
Data as of 02/05/2024, AR inception is 06/28/2013
More Performance Analytics Comparison
Name Start Date End Date
BPHLF (Bank of the Philippine Islands) 06/28/2013 02/05/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 5.98 20,052.38 1,064.45 494.75 268.21 NA NA 280.27 5.98 223,874.21 471.68 4.72 4.33 356.99 -10.07 72.79 279.78 379.52 85.73 67.47
Sharpe Ratio NA 54.12 4.64 2.65 1.61 NA NA 1.55 4.27 446.95 3.45 0.56 0.07 3.22 -0.05 0.68 1.82 3.65 1.35 2.33
Standard Deviation(%) NA 370.46 229.00 185.97 166.16 NA NA 162.33 18.82 532.78 137.50 8.36 61.41 110.41 233.27 106.25 153.22 104.07 63.43 75.65
Draw Down(%) NA 12.84 20.74 38.29 81.06 NA NA 81.06 0.00 12.84 20.74 4.40 35.71 8.57 78.84 44.87 68.67 16.90 18.98 2.26
Yield(%) 0.00 173.85 107.51 83.69 79.51 46.23 34.67 69.34 0.00 227.52 117.98 2.35 2.38 104.00 1.02 45.06 98.20 123.09 43.12 40.70
Data as of 02/05/2024, AR inception is 06/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BPHLF (Bank of the Philippine Islands) 54.17%
Apr 2018 - Apr 2021
49.81%
Dec 2016 - Dec 2021
204.18%
Jul 2013 - Jul 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BPHLF (Bank of the Philippine Islands) 1,042.13%
Dec 2020 - Dec 2023
518.81%
Nov 2018 - Nov 2023
278.93%
Nov 2013 - Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart