Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNEVY (Fraser and Neave Ltd ADR) | 0.00% | 7.81% | 6.26% | 4.19% | -1.75% | NA | NA | … | … |
Data as of 01/30/2026, Common starting date is 01/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNEVY (Fraser and Neave Ltd ADR) | 01/23/2012 | 01/30/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.81 | 6.26 | 4.19 | -1.75 | NA | NA | … | … | 0.00 | 11.71 | 12.01 | -1.16 | -19.31 | 26.74 | -29.79 | 2.48 | -19.04 | 12.08 | 1.51 | -22.01 | 576.64 | -7.18 | 57.51 |
| Sharpe Ratio | NA | 0.10 | 0.05 | 0.04 | -0.07 | NA | NA | … | … | 0.00 | 0.16 | 0.10 | -0.14 | -0.92 | 0.33 | -0.44 | 0.54 | -1.17 | 1.21 | 0.06 | -0.90 | 2.17 | -0.09 | 1.80 |
| Standard Deviation(%) | NA | 47.98 | 54.13 | 50.28 | 45.21 | NA | NA | … | … | NA | 55.39 | 71.43 | 34.89 | 22.75 | 81.89 | 67.98 | 1.85 | 17.53 | 9.48 | 21.85 | 24.50 | 265.21 | 76.09 | 34.58 |
| Draw Down(%) | NA | 16.29 | 17.89 | 28.06 | 52.54 | NA | NA | … | … | 0.00 | 16.29 | 17.89 | 21.90 | 21.84 | 23.04 | 42.10 | 0.00 | 21.81 | 0.00 | 12.94 | 22.87 | 43.41 | 43.73 | 10.81 |
| Yield(%) | 0.00 | 1.36 | 3.66 | 3.73 | 2.41 | 7.99 | 5.99 | … | … | 0.00 | 4.86 | 5.03 | 4.34 | 3.31 | 4.25 | 2.89 | 2.43 | 2.05 | 2.50 | 2.22 | 1.80 | 61.88 | 34.56 | 1.98 |
Data as of 01/30/2026, Common starting date is 01/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNEVY (Fraser and Neave Ltd ADR) |
-18.43%
Mar 2017 – Mar 2020 |
-15.04%
Mar 2015 – Mar 2020 |
-8.80%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNEVY (Fraser and Neave Ltd ADR) |
114.82%
May 2012 – May 2015 |
54.54%
May 2012 – May 2017 |
20.04%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart