Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWTCF (Manila Water Company Inc) | 7.91% | 45.26% | 37.36% | nan% | nan% | nan% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWTCF (Manila Water Company Inc) | 04/27/2010 | 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 | 45.26 | 37.36 | nan | nan | nan | NA | … | … | 7.91 | 59.09 | 40.00 | 2.94 | -28.50 | -1,468.98 | -19.51 | -22.64 | -3.64 | 3.77 | 1.92 | -17.46 | 3.28 | -17.57 | 72.09 | -4.44 | 36.36 |
| Sharpe Ratio | NA | 1.84 | 0.90 | NA | NA | NA | NA | … | … | 1.42 | 2.08 | 0.69 | -0.05 | -0.54 | NA | -0.11 | -1.28 | -0.06 | 0.12 | 0.06 | -0.49 | 0.17 | -0.50 | 2.47 | -0.23 | 1.77 |
| Standard Deviation(%) | NA | 23.21 | 34.75 | NA | NA | NA | NA | … | … | 12.64 | 27.64 | 48.40 | 24.38 | 55.48 | NA | 175.53 | 18.72 | 85.15 | 25.98 | 30.57 | 35.62 | 19.11 | 35.44 | 29.51 | 19.23 | 32.12 |
| Draw Down(%) | NA | 0.00 | 9.09 | 1,762.49 | 1,460.22 | NA | NA | … | … | 0.00 | 0.00 | 3.03 | 6.42 | 23.26 | 936.60 | 73.17 | 22.64 | 43.64 | 16.67 | 18.46 | 44.74 | 10.14 | 39.60 | 11.94 | 11.11 | 11.11 |
| Yield(%) | 0.00 | 6.75 | 8.80 | 38.67 | 11.42 | 12.83 | 12.40 | … | … | 5.01 | 7.27 | 6.06 | 3.03 | 2.08 | 160.91 | 0.00 | 3.77 | 3.64 | 3.77 | 3.85 | 3.17 | 3.28 | 2.70 | 4.65 | 4.44 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTCF (Manila Water Company Inc) |
-32.49%
Apr 2017 – Apr 2020 |
-20.51%
Mar 2015 – Mar 2020 |
-4.59%
May 2010 – May 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTCF (Manila Water Company Inc) |
48.33%
Sep 2022 – Sep 2025 |
13.02%
May 2010 – May 2015 |
0.44%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart