Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVCHY (Overseas Chinese Banking Corp Ltd ADR) | 23.53% | 53.95% | 34.43% | 21.05% | 16.62% | 10.74% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVCHY (Overseas Chinese Banking Corp Ltd ADR) | 01/21/2010 | 06/05/2026 |
| 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 (%) | 0.76 | 53.95 | 34.43 | 21.05 | 16.62 | 10.74 | NA | … | … | 23.53 | 33.54 | 32.14 | 15.72 | 12.47 | 14.91 | -1.24 | 1.77 | -8.04 | 57.06 | 2.01 | -15.40 | 3.21 | 1.69 | 38.32 | -3.59 | 3.32 |
| Sharpe Ratio | NA | 3.23 | 1.82 | 1.07 | 0.73 | NA | NA | … | … | 3.42 | 1.57 | 1.84 | 0.81 | 0.62 | 0.89 | -0.05 | 0.01 | -0.36 | 2.66 | 0.06 | -0.73 | 0.16 | 0.12 | 2.05 | -0.11 | 0.11 |
| Standard Deviation(%) | NA | 15.22 | 17.19 | 17.11 | 20.74 | NA | NA | … | … | 18.33 | 19.67 | 15.53 | 14.98 | 17.78 | 16.79 | 28.31 | 19.53 | 26.32 | 21.34 | 28.16 | 21.01 | 19.97 | 13.74 | 18.85 | 33.71 | 31.33 |
| Draw Down(%) | NA | 7.28 | 19.47 | 19.47 | 45.10 | NA | NA | … | … | 7.28 | 19.47 | 8.62 | 9.48 | 17.98 | 14.01 | 35.99 | 13.36 | 25.78 | 5.64 | 17.15 | 21.97 | 12.06 | 11.09 | 10.96 | 27.60 | 23.53 |
| Yield(%) | 0.00 | 6.08 | 7.84 | 6.46 | 7.06 | 5.16 | 4.97 | … | … | 2.93 | 6.20 | 6.61 | 6.53 | 4.88 | 4.00 | 3.84 | 4.25 | 3.03 | 4.29 | 4.48 | 3.39 | 5.98 | 3.39 | 3.98 | 3.84 | 3.29 |
Data as of 06/05/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVCHY (Overseas Chinese Banking Corp Ltd ADR) |
-8.05%
Jan 2013 – Jan 2016 |
-1.55%
Jul 2011 – Jul 2016 |
3.23%
Mar 2010 – Mar 2020 |
9.11%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVCHY (Overseas Chinese Banking Corp Ltd ADR) |
34.48%
May 2023 – May 2026 |
22.97%
Jan 2021 – Jan 2026 |
17.13%
Jan 2016 – Jan 2026 |
11.38%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart