Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOIOF (IOI Corporation Berhad) | NA | 6.83% | 0.54% | -0.60% | -3.35% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOIOF (IOI Corporation Berhad) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.83 | 0.54 | -0.60 | -3.35 | NA | NA | … | … | 6.83 | 3.01 | -7.65 | 5.23 | -9.24 | -28.93 | 0.00 | 0.00 | 0.00 | 3.05 | 6.20 | 6.42 | 1.61 | 4.40 |
| Sharpe Ratio | NA | 1.18 | -0.42 | -0.35 | -0.37 | NA | NA | … | … | 1.72 | -0.34 | -0.99 | 1.26 | -0.74 | -0.77 | 0.00 | 0.00 | 0.00 | 0.94 | 1.45 | 0.26 | 0.08 | 0.87 |
| Standard Deviation(%) | NA | 3.22 | 6.94 | 7.88 | 13.22 | NA | NA | … | … | 3.74 | 1.83 | 11.46 | 3.03 | 12.58 | 37.67 | NA | NA | NA | 3.01 | 4.25 | 24.34 | 19.66 | 9.75 |
| Draw Down(%) | NA | 0.00 | 10.59 | 15.40 | 38.28 | NA | NA | … | … | 0.00 | 0.00 | 10.59 | 0.00 | 11.58 | 37.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.90 | 13.95 | 3.59 |
| Yield(%) | 0.00 | 6.64 | 4.45 | 3.60 | 1.63 | 3.07 | 2.30 | … | … | 6.64 | 4.67 | 3.24 | 3.92 | 2.60 | 0.70 | 0.00 | 0.00 | 0.00 | 2.96 | 5.93 | 13.51 | 9.94 | 5.52 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOIOF (IOI Corporation Berhad) |
-14.63%
Apr 2017 – Apr 2020 |
-9.20%
Jun 2018 – Jun 2023 |
-4.89%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOIOF (IOI Corporation Berhad) |
8.49%
Jan 2014 – Jan 2017 |
5.01%
Jan 2014 – Jan 2019 |
-2.17%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart