Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMCHY (DMCI Holdings Inc ADR) | 2.51% | 29.51% | 13.44% | 26.20% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMCHY (DMCI Holdings Inc ADR) | 07/26/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.51 | 13.44 | 26.20 | NA | NA | NA | … | … | 2.51 | 4.87 | 44.05 | 15.12 | 18.04 | 67.75 | -30.27 | -41.08 | -1.54 | 21.92 | -8.24 |
| Sharpe Ratio | NA | 0.72 | 0.22 | 0.53 | NA | NA | NA | … | … | 0.96 | 0.03 | 1.05 | 0.20 | 1.15 | 1.07 | -0.32 | -1.09 | -0.03 | 0.62 | -0.27 |
| Standard Deviation(%) | NA | 37.15 | 46.29 | 44.86 | NA | NA | NA | … | … | 3.89 | 57.18 | 41.62 | 59.10 | 14.46 | 63.39 | 95.43 | 38.96 | 94.48 | 34.67 | 68.18 |
| Draw Down(%) | NA | 19.05 | 29.73 | 29.86 | NA | NA | NA | … | … | 0.00 | 23.12 | 14.89 | 29.86 | 6.67 | 23.81 | 64.14 | 42.11 | 57.96 | 16.94 | 28.57 |
| Yield(%) | 0.00 | 7.89 | 9.24 | 17.60 | 4.92 | 3.28 | 2.46 | … | … | 2.45 | 11.43 | 8.06 | 16.77 | 14.36 | 18.54 | 5.72 | 1.41 | 5.23 | 1.57 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMCHY (DMCI Holdings Inc ADR) |
-40.75%
Oct 2017 – Oct 2020 |
-12.48%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMCHY (DMCI Holdings Inc ADR) |
61.41%
Oct 2020 – Oct 2023 |
46.27%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart