Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HINKF (Heineken N.V) | 3.36% | -8.46% | -6.09% | -6.23% | -0.07% | 3.59% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HINKF (Heineken N.V) | 02/23/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.25 | -8.46 | -6.09 | -6.23 | -0.07 | 3.59 | NA | … | … | 3.36 | 9.42 | -26.58 | 9.72 | -16.23 | 2.55 | 5.02 | 24.68 | -14.38 | 41.43 | -12.60 | 24.24 | 7.29 | 2.96 | 44.46 | -3.85 | 4.27 |
| Sharpe Ratio | NA | -0.20 | -0.27 | -0.24 | -0.03 | NA | NA | … | … | 0.74 | 0.18 | -1.09 | 0.18 | -0.55 | 0.09 | 0.14 | 1.23 | -0.88 | 3.26 | -0.67 | 1.22 | 0.36 | 0.14 | 2.00 | -0.14 | 0.20 |
| Standard Deviation(%) | NA | 32.81 | 34.10 | 31.97 | 27.91 | NA | NA | … | … | 33.25 | 36.73 | 27.60 | 33.45 | 32.09 | 28.50 | 35.14 | 18.79 | 17.94 | 12.56 | 19.01 | 19.91 | 19.99 | 21.50 | 22.46 | 27.96 | 24.88 |
| Draw Down(%) | NA | 23.80 | 38.50 | 43.11 | 43.11 | NA | NA | … | … | 23.80 | 18.06 | 33.46 | 26.47 | 30.52 | 20.04 | 33.71 | 12.05 | 23.59 | 8.89 | 23.06 | 8.66 | 11.05 | 17.34 | 14.99 | 28.86 | 19.54 |
| Yield(%) | 0.00 | 2.53 | 2.03 | 1.58 | 1.81 | 2.54 | 2.48 | … | … | 1.69 | 3.02 | 1.87 | 2.22 | 1.37 | 1.06 | 1.06 | 2.02 | 1.77 | 2.05 | 1.76 | 1.86 | 1.80 | 1.39 | 1.85 | 1.63 | 1.38 |
Data as of 06/03/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HINKF (Heineken N.V) |
-12.29%
Dec 2021 – Dec 2024 |
-6.88%
Jan 2020 – Jan 2025 |
-0.48%
Mar 2016 – Mar 2026 |
3.36%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HINKF (Heineken N.V) |
22.41%
Nov 2011 – Nov 2014 |
17.52%
May 2012 – May 2017 |
10.91%
Dec 2011 – Dec 2021 |
6.79%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart