Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIMDF (CIMB Group Holdings Berhad) | NA | 28.40% | 34.78% | 16.33% | 10.33% | NA | NA | … | … |
Data as of 01/26/2024, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIMDF (CIMB Group Holdings Berhad) | 09/17/2012 | 01/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.40 | 34.78 | 16.33 | 10.33 | NA | NA | … | … | 0.00 | 28.40 | 36.01 | 25.91 | -7.69 | 4.98 | 26.72 | 29.01 | 33.19 | -43.41 | -9.22 | -3.97 | 0.00 |
| Sharpe Ratio | NA | 1.35 | 1.78 | 0.37 | 0.27 | NA | NA | … | … | 0.00 | 1.36 | 1.96 | 1.15 | -0.10 | 0.11 | 0.58 | 1.83 | 1.84 | -1.20 | -0.53 | -0.18 | 0.00 |
| Standard Deviation(%) | NA | 17.89 | 18.41 | 40.21 | 34.81 | NA | NA | … | … | NA | 17.93 | 17.74 | 22.46 | 76.99 | 31.82 | 43.70 | 15.62 | 17.90 | 36.32 | 17.42 | 22.36 | NA |
| Draw Down(%) | NA | 0.00 | 3.28 | 48.84 | 52.30 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 10.19 | 48.84 | 28.28 | 25.00 | 0.00 | 3.39 | 45.93 | 13.08 | 13.84 | 0.00 |
| Yield(%) | 0.00 | 23.46 | 24.57 | 13.86 | 8.78 | 5.08 | 3.81 | … | … | 0.00 | 23.46 | 22.03 | 13.89 | 9.30 | 11.72 | 5.04 | 21.93 | 20.39 | 4.19 | 8.67 | 4.00 | 0.00 |
Data as of 01/26/2024, Common starting date is 09/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMDF (CIMB Group Holdings Berhad) |
-20.99%
Dec 2012 – Dec 2015 |
-4.43%
Mar 2015 – Mar 2020 |
5.94%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIMDF (CIMB Group Holdings Berhad) |
53.23%
Nov 2020 – Nov 2023 |
18.74%
Sep 2017 – Sep 2022 |
9.07%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart