Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LKSGF (Luks Group (Vietnam Holdings) Company Limited) | NA | 51.92% | -4.44% | -2.65% | -3.88% | 0.62% | NA | … | … |
Data as of 03/31/2025, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKSGF (Luks Group (Vietnam Holdings) Company Limited) | 06/25/2008 | 03/31/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.92 | -4.44 | -2.65 | -3.88 | 0.62 | NA | … | … | 8.24 | 40.36 | -44.64 | 3.75 | 8.72 | -12.68 | -11.16 | -19.29 | -6.90 | 10.25 | 14.08 | 26.97 | 52.05 | 12.52 | -20.83 | 9.67 | 157.18 | -61.54 |
| Sharpe Ratio | NA | 0.87 | -0.16 | -0.10 | -0.13 | NA | NA | … | … | 0.66 | 0.91 | -0.70 | 0.09 | 0.15 | -0.44 | -0.39 | -0.65 | -0.47 | 0.20 | 0.46 | 0.73 | 1.05 | 0.27 | -0.36 | 0.14 | 2.06 | -0.63 |
| Standard Deviation(%) | NA | 52.18 | 53.50 | 50.02 | 42.28 | NA | NA | … | … | 39.49 | 40.85 | 70.69 | 27.77 | 57.95 | 29.04 | 32.42 | 31.72 | 16.22 | 50.72 | 30.28 | 36.78 | 49.50 | 47.34 | 58.71 | 67.29 | 76.18 | 134.93 |
| Draw Down(%) | NA | 15.00 | 50.00 | 58.90 | 68.68 | NA | NA | … | … | 0.00 | 15.00 | 50.00 | 20.00 | 33.33 | 27.55 | 16.67 | 28.51 | 14.29 | 31.35 | 16.92 | 16.86 | 24.14 | 27.89 | 46.87 | 31.37 | 29.63 | 68.05 |
| Yield(%) | 0.00 | 16.00 | 7.27 | 6.44 | 4.40 | 5.20 | 5.07 | … | … | 0.00 | 16.00 | 5.86 | 8.87 | 8.43 | 7.11 | 9.71 | 4.10 | 1.88 | 4.03 | 7.73 | 6.68 | 29.55 | 10.86 | 12.12 | 24.39 | 52.50 | 7.69 |
Data as of 03/31/2025, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKSGF (Luks Group (Vietnam Holdings) Company Limited) |
-23.60%
Mar 2021 – Mar 2024 |
-16.12%
Sep 2018 – Sep 2023 |
-7.30%
Feb 2014 – Feb 2024 |
-1.57%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKSGF (Luks Group (Vietnam Holdings) Company Limited) |
49.81%
Jun 2012 – Jun 2015 |
31.48%
Nov 2008 – Nov 2013 |
17.68%
Nov 2008 – Nov 2018 |
5.46%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart