Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INDFY (Indofood Agri Resources Ltd ADR) | 3.11% | 22.07% | 7.43% | 5.77% | -5.11% | NA | NA | … | … |
Data as of 05/08/2026, Common starting date is 09/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INDFY (Indofood Agri Resources Ltd ADR) | 09/13/2011 | 05/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.11 | 22.07 | 7.43 | 5.77 | -5.11 | NA | NA | … | … | 3.11 | 22.64 | 3.09 | 1.38 | -0.11 | 12.73 | -14.27 | 71.63 | -49.03 | -17.32 | -35.44 | 3.66 | -27.85 | -39.64 | 21.59 | -10.80 |
| Sharpe Ratio | NA | 0.89 | 0.12 | 0.04 | -0.17 | NA | NA | … | … | 1.26 | 0.81 | -0.01 | -0.10 | -0.03 | 0.23 | -0.29 | 2.65 | -1.89 | -1.15 | -0.80 | 0.86 | -1.28 | -0.77 | 2.47 | -1.94 |
| Standard Deviation(%) | NA | 21.76 | 35.58 | 42.71 | 39.58 | NA | NA | … | … | 5.19 | 24.65 | 53.48 | 23.33 | 48.46 | 55.86 | 50.48 | 26.45 | 26.78 | 15.69 | 44.43 | 4.20 | 21.81 | 51.46 | 8.79 | 16.28 |
| Draw Down(%) | NA | 4.11 | 13.61 | 28.13 | 74.02 | NA | NA | … | … | 0.00 | 7.68 | 12.17 | 7.56 | 28.03 | 23.13 | 25.58 | 9.14 | 54.37 | 25.34 | 35.87 | 1.11 | 28.21 | 47.05 | 0.00 | 11.74 |
| Yield(%) | 0.00 | 3.47 | 1.94 | 2.21 | 0.69 | 0.35 | 0.26 | … | … | 3.02 | 3.47 | 2.65 | 2.67 | 2.52 | 0.00 | 0.00 | 1.29 | 1.86 | 1.36 | 0.67 | 0.72 | 0.57 | 0.57 | 0.23 | 0.00 |
Data as of 05/08/2026, Common starting date is 09/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDFY (Indofood Agri Resources Ltd ADR) |
-36.05%
Sep 2015 – Sep 2018 |
-31.17%
Aug 2013 – Aug 2018 |
-14.76%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDFY (Indofood Agri Resources Ltd ADR) |
20.05%
Aug 2018 – Aug 2021 |
11.56%
Sep 2018 – Sep 2023 |
-5.34%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart