Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEGIY (Energi Mega Persada Tbk PT ADR) | NA | 0.00% | -4.08% | -18.07% | -7.20% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEGIY (Energi Mega Persada Tbk PT ADR) | 02/15/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -4.08 | -18.07 | -7.20 | NA | NA | … | … | 0.00 | 0.00 | -11.75 | -58.26 | 0.25 | 0.00 | 0.00 | 0.00 | 28.32 | 0.00 | -58.38 | 23.19 | -32.73 |
| Sharpe Ratio | NA | 0.00 | -0.79 | -0.51 | -0.30 | NA | NA | … | … | 0.00 | 0.00 | -0.98 | -0.68 | 0.90 | 0.00 | 0.00 | 0.00 | 1.11 | 0.00 | -0.94 | 1.20 | -0.47 |
| Standard Deviation(%) | NA | 3.46 | 9.45 | 39.89 | 29.26 | NA | NA | … | … | NA | NA | 16.41 | 87.55 | 0.25 | NA | NA | NA | 24.99 | NA | 62.05 | 19.31 | 77.04 |
| Draw Down(%) | NA | 0.00 | 14.75 | 64.42 | 64.42 | NA | NA | … | … | 0.00 | 0.00 | 14.75 | 58.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 58.38 | 4.69 | 49.79 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.05 | 0.03 | 0.01 | 0.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 02/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGIY (Energi Mega Persada Tbk PT ADR) |
-36.16%
Apr 2013 – Apr 2016 |
-19.70%
Apr 2013 – Apr 2018 |
-19.17%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGIY (Energi Mega Persada Tbk PT ADR) |
8.67%
Aug 2015 – Aug 2018 |
5.17%
Jul 2016 – Jul 2021 |
-7.20%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart