Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLKBF (Kuala Lumpur Kepong Berhad) | NA | 4.78% | 3.92% | 4.38% | 3.20% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLKBF (Kuala Lumpur Kepong Berhad) | 05/08/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.78 | 3.92 | 4.38 | 3.20 | NA | NA | … | … | 4.78 | 3.04 | 3.94 | 27.84 | 2.61 | -14.16 | 1.18 | 0.67 | 0.50 | 5.97 | 13.68 | -13.13 | 2.10 |
| Sharpe Ratio | NA | 0.71 | 0.19 | 0.18 | 0.20 | NA | NA | … | … | 1.25 | -0.32 | 0.09 | 1.30 | 1.36 | -0.83 | -0.25 | -1.07 | -0.31 | 1.11 | 1.69 | -0.61 | 1.25 |
| Standard Deviation(%) | NA | 2.46 | 2.55 | 12.18 | 8.78 | NA | NA | … | … | 2.86 | 1.84 | 3.20 | 20.42 | 1.91 | 17.28 | 1.17 | 0.67 | 0.50 | 5.17 | 8.07 | 21.59 | 2.57 |
| Draw Down(%) | NA | 0.00 | 0.00 | 15.83 | 15.83 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.88 | 0.00 |
| Yield(%) | 0.00 | 4.64 | 3.93 | 3.63 | 2.81 | 2.69 | 2.02 | … | … | 4.64 | 3.11 | 4.04 | 4.62 | 2.56 | 1.96 | 1.17 | 0.67 | 0.50 | 5.67 | 9.48 | 6.99 | 2.10 |
Data as of 09/26/2025, Common starting date is 05/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLKBF (Kuala Lumpur Kepong Berhad) |
-4.38%
Nov 2017 – Nov 2020 |
-2.10%
Feb 2016 – Feb 2021 |
1.89%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLKBF (Kuala Lumpur Kepong Berhad) |
12.19%
Jan 2022 – Jan 2025 |
4.38%
Jul 2020 – Jul 2025 |
4.05%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart