Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPMDF (Lippo Malls Indonesia Retail Trust) | 0.00% | 0.00% | -20.63% | -26.97% | -24.33% | -17.57% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPMDF (Lippo Malls Indonesia Retail Trust) | 10/26/2010 | 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 (%) | 0.00 | 0.00 | -20.63 | -26.97 | -24.33 | -17.57 | NA | … | … | 0.00 | 0.00 | 0.00 | -49.24 | -48.72 | -18.54 | -69.03 | 34.22 | -53.35 | 24.17 | 29.24 | -8.49 | -18.81 | -16.41 | 60.01 | -33.84 | -7.06 |
| Sharpe Ratio | NA | -0.04 | -0.24 | -0.36 | -0.39 | NA | NA | … | … | -0.02 | 0.00 | -0.07 | -0.44 | -1.01 | -0.40 | -0.98 | 0.94 | -1.25 | 0.94 | 0.87 | -0.18 | -0.38 | -0.42 | 1.30 | -0.53 | -0.41 |
| Standard Deviation(%) | NA | 72.53 | 98.98 | 82.38 | 66.05 | NA | NA | … | … | 114.11 | NA | 98.22 | 122.51 | 49.80 | 46.17 | 70.82 | 35.02 | 43.96 | 25.22 | 33.44 | 46.99 | 49.05 | 38.83 | 46.70 | 63.92 | 80.84 |
| Draw Down(%) | NA | 40.00 | 70.00 | 87.54 | 97.56 | NA | NA | … | … | 40.00 | 0.00 | 50.00 | 56.52 | 50.00 | 27.14 | 69.03 | 22.44 | 56.41 | 16.42 | 13.91 | 33.17 | 31.77 | 30.63 | 18.38 | 56.08 | 22.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.48 | 2.21 | 1.99 | 1.55 | … | … | 0.00 | 0.00 | 0.00 | 1.50 | 0.00 | 4.13 | 3.31 | 8.36 | 3.50 | 6.59 | 7.33 | 4.54 | 4.84 | 5.26 | 5.63 | 1.54 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPMDF (Lippo Malls Indonesia Retail Trust) |
-53.02%
Jun 2020 – Jun 2023 |
-43.65%
Jul 2018 – Jul 2023 |
-26.44%
Sep 2013 – Sep 2023 |
-18.05%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPMDF (Lippo Malls Indonesia Retail Trust) |
16.35%
Jan 2015 – Jan 2018 |
5.21%
Dec 2011 – Dec 2016 |
-10.33%
Nov 2010 – Nov 2020 |
-16.97%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart