Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVCHF (Oversea-Chinese Banking Corporation Limited) | 30.57% | 46.56% | 30.85% | 19.89% | 16.52% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVCHF (Oversea-Chinese Banking Corporation Limited) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13.92 | 46.56 | 30.85 | 19.89 | 16.52 | NA | NA | … | … | 30.57 | 15.64 | 34.59 | 23.95 | 3.68 | 16.78 | -1.08 | 4.88 | -8.61 | 50.53 | 7.71 | -20.44 | 9.48 | 4.21 | 7.34 |
| Sharpe Ratio | NA | 0.81 | 0.71 | 0.51 | 0.49 | NA | NA | … | … | 0.80 | 0.40 | 1.08 | 1.07 | 0.09 | 0.81 | -0.03 | 0.18 | -0.52 | 2.11 | 0.28 | -0.91 | 0.57 | 0.25 | 1.25 |
| Standard Deviation(%) | NA | 32.14 | 30.93 | 27.85 | 27.10 | NA | NA | … | … | 46.26 | 31.81 | 28.75 | 19.18 | 24.79 | 20.70 | 43.70 | 18.45 | 19.15 | 23.77 | 26.93 | 22.58 | 16.57 | 16.42 | 15.55 |
| Draw Down(%) | NA | 13.19 | 19.74 | 19.74 | 46.21 | NA | NA | … | … | 13.19 | 19.74 | 9.98 | 6.65 | 16.59 | 9.80 | 33.75 | 10.52 | 25.59 | 4.47 | 13.72 | 23.57 | 11.11 | 12.27 | 7.38 |
| Yield(%) | 0.00 | 3.58 | 5.12 | 5.02 | 6.35 | 4.55 | 3.41 | … | … | 3.17 | 0.00 | 6.62 | 6.81 | 4.73 | 4.56 | 3.95 | 4.40 | 3.12 | 4.19 | 5.12 | 3.43 | 3.65 | 4.42 | 1.78 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVCHF (Oversea-Chinese Banking Corporation Limited) |
-9.11%
Mar 2013 – Mar 2016 |
-2.23%
Apr 2015 – Apr 2020 |
5.11%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVCHF (Oversea-Chinese Banking Corporation Limited) |
25.49%
Jan 2023 – Jan 2026 |
23.35%
Apr 2020 – Apr 2025 |
17.42%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart