Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBMRY (Bumi Resources Tbk PT ADR) | -8.98% | 102.73% | 11.70% | 21.28% | 15.90% | -21.08% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBMRY (Bumi Resources Tbk PT ADR) | 04/22/2010 | 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 (%) | 0.00 | 102.73 | 11.70 | 21.28 | 15.90 | -21.08 | NA | … | … | -8.98 | 128.97 | -25.69 | -33.33 | 176.92 | -28.44 | 19.78 | -62.40 | -39.04 | -6.59 | 608.33 | -52.38 | -76.23 | -55.80 | -74.84 | -29.87 | 33.14 |
| Sharpe Ratio | NA | 0.54 | 0.08 | 0.18 | 0.15 | NA | NA | … | … | -0.13 | 0.85 | -0.87 | -1.30 | 1.61 | -0.36 | 0.36 | -1.04 | -0.58 | -0.14 | 4.48 | -0.81 | -0.82 | -0.76 | -1.07 | -0.61 | 1.54 |
| Standard Deviation(%) | NA | 186.62 | 109.93 | 102.58 | 93.71 | NA | NA | … | … | 171.68 | 152.62 | 37.26 | 29.14 | 109.74 | 78.50 | 54.39 | 61.63 | 69.43 | 53.59 | 135.65 | 64.96 | 93.01 | 73.83 | 70.52 | 48.87 | 32.88 |
| Draw Down(%) | NA | 63.12 | 63.12 | 63.12 | 90.16 | NA | NA | … | … | 58.63 | 63.12 | 30.56 | 33.33 | 9.48 | 59.68 | 30.77 | 62.40 | 52.08 | 38.59 | 15.00 | 62.50 | 84.32 | 73.87 | 78.50 | 56.07 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.18 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.61 | 1.40 | 1.16 |
Data as of 06/05/2026, Common starting date is 04/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMRY (Bumi Resources Tbk PT ADR) |
-70.21%
Dec 2011 – Dec 2014 |
-63.19%
May 2011 – May 2016 |
-36.15%
May 2011 – May 2021 |
-22.63%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMRY (Bumi Resources Tbk PT ADR) |
70.38%
Jun 2015 – Jun 2018 |
44.35%
Feb 2021 – Feb 2026 |
24.55%
Jan 2016 – Jan 2026 |
-15.55%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart