Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPAFY (First Pacific Company Ltd) | -11.71% | 6.10% | 29.88% | 21.08% | 5.33% | 2.48% | 6.51% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPAFY (First Pacific Company Ltd) | 11/18/1996 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.02 | 6.10 | 29.88 | 21.08 | 5.33 | 2.48 | 6.51 | … | … | -11.71 | 45.22 | 54.65 | 42.81 | -13.86 | 17.65 | 4.22 | -10.60 | -40.67 | -0.45 | 7.10 | -29.66 | -12.86 | 6.30 | 10.69 | 17.05 | 55.01 | 85.45 | -53.06 | 46.88 | 36.75 | 34.77 | 27.27 | 182.05 | -29.09 | -58.10 | -63.79 | 61.11 | -5.26 | -64.02 | -0.75 |
| Sharpe Ratio | NA | -0.07 | 0.77 | 0.56 | 0.12 | NA | NA | … | … | -1.31 | 1.18 | 1.54 | 1.18 | -0.41 | 0.40 | 0.06 | -0.46 | -1.40 | -0.06 | 0.27 | -1.32 | -0.61 | 0.19 | 0.37 | 0.52 | 1.78 | 1.66 | -0.64 | 0.90 | 0.87 | 0.76 | 0.49 | 0.68 | -0.11 | -0.24 | -0.69 | 0.65 | -0.08 | -0.88 | -0.21 |
| Standard Deviation(%) | NA | 28.29 | 33.54 | 35.15 | 36.84 | NA | NA | … | … | 24.04 | 35.96 | 33.05 | 33.45 | 37.55 | 43.97 | 65.36 | 26.06 | 30.07 | 20.02 | 25.60 | 22.45 | 21.19 | 33.32 | 29.10 | 32.46 | 30.92 | 51.31 | 84.00 | 48.99 | 38.46 | 42.69 | 53.63 | 267.18 | 265.56 | 259.95 | 99.24 | 88.79 | 109.31 | 76.87 | 47.14 |
| Draw Down(%) | NA | 23.97 | 23.97 | 37.08 | 80.23 | NA | NA | … | … | 23.04 | 16.62 | 11.06 | 18.18 | 37.08 | 18.00 | 58.43 | 25.36 | 50.56 | 16.87 | 19.02 | 40.70 | 22.39 | 33.42 | 18.91 | 20.11 | 17.14 | 24.65 | 66.83 | 31.17 | 24.58 | 17.60 | 23.88 | 85.45 | 92.73 | 94.34 | 76.59 | 44.44 | 58.33 | 71.48 | 16.08 |
| Yield(%) | 2.63 | 7.37 | 9.64 | 8.64 | 3.50 | 2.72 | 5.44 | … | … | 2.39 | 5.66 | 8.18 | 9.66 | 7.16 | 7.21 | 2.69 | 3.92 | 2.46 | 2.44 | 2.67 | 2.76 | 2.46 | 2.92 | 2.72 | 2.96 | 3.36 | 8.14 | 1.89 | 1.58 | 1.00 | 0.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPAFY (First Pacific Company Ltd) |
-63.58%
Apr 2000 – Apr 2003 |
-49.76%
Apr 1998 – Apr 2003 |
-10.51%
Mar 2013 – Mar 2023 |
-3.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPAFY (First Pacific Company Ltd) |
192.76%
Apr 2003 – Apr 2006 |
115.14%
Apr 2003 – Apr 2008 |
59.10%
Apr 2003 – Apr 2013 |
28.87%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart