Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDB (HDFC Bank Limited) | -34.24% | -34.08% | -6.75% | -6.33% | 5.65% | 9.03% | 13.11% | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDB (HDFC Bank Limited) | 07/20/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | -34.08 | -6.75 | -6.33 | 5.65 | 9.03 | 13.11 | … | … | -34.24 | 17.85 | -0.49 | 2.01 | 7.45 | -9.30 | 14.03 | 23.20 | 2.44 | 68.54 | -0.84 | 22.13 | 50.55 | -14.72 | 56.17 | -20.83 | 29.23 | 83.36 | -44.98 | 73.99 | 49.15 | 12.96 | 49.66 | 129.50 | -6.52 | -0.75 |
| Sharpe Ratio | NA | -1.52 | -0.40 | -0.33 | 0.14 | NA | NA | … | … | -2.14 | 0.72 | -0.14 | -0.07 | 0.18 | -0.33 | 0.26 | 0.96 | 0.04 | 3.57 | -0.05 | 0.89 | 2.00 | -0.43 | 2.00 | -0.55 | 0.82 | 1.36 | -0.57 | 1.45 | 1.21 | 0.33 | 1.21 | 3.50 | -0.26 | -0.06 |
| Standard Deviation(%) | NA | 24.50 | 25.46 | 26.93 | 29.17 | NA | NA | … | … | 31.53 | 20.89 | 28.39 | 23.34 | 33.57 | 28.23 | 52.70 | 22.61 | 23.65 | 19.11 | 21.16 | 24.82 | 25.26 | 34.27 | 28.31 | 37.83 | 35.32 | 61.02 | 81.05 | 49.09 | 38.05 | 32.56 | 40.25 | 36.77 | 29.59 | 59.58 |
| Draw Down(%) | NA | 39.34 | 39.34 | 39.34 | 54.28 | NA | NA | … | … | 35.25 | 13.35 | 21.98 | 19.20 | 29.32 | 25.47 | 52.97 | 21.75 | 22.68 | 10.53 | 18.95 | 13.51 | 12.94 | 36.23 | 22.89 | 32.21 | 20.05 | 40.11 | 67.57 | 22.04 | 29.43 | 22.43 | 32.88 | 14.26 | 27.92 | 27.34 |
| Yield(%) | 0.00 | 2.93 | 3.16 | 2.36 | 3.13 | 4.61 | 11.13 | … | … | 0.00 | 3.44 | 3.88 | 3.77 | 1.79 | 0.75 | 0.00 | 0.83 | 0.56 | 0.87 | 0.71 | 0.72 | 2.99 | 0.74 | 0.90 | 0.66 | 0.61 | 0.78 | 0.50 | 0.68 | 0.70 | 0.60 | 0.75 | 1.40 | 1.05 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDB (HDFC Bank Limited) |
-10.22%
Feb 2021 – Feb 2024 |
-6.45%
May 2021 – May 2026 |
5.74%
May 2016 – May 2026 |
8.93%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDB (HDFC Bank Limited) |
60.75%
Nov 2002 – Nov 2005 |
62.72%
Nov 2002 – Nov 2007 |
33.84%
Nov 2002 – Nov 2012 |
28.82%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart