Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHIXF (Philippine Metals Inc) | NA | 35.00% | 88.67% | 44.27% | 17.04% | NA | NA | … | … |
Data as of 07/25/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHIXF (Philippine Metals Inc) | 06/19/2012 | 07/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 35.00 | 88.67 | 44.27 | 17.04 | NA | NA | … | … | -15.63 | 255.56 | 65.75 | 171.50 | -48.85 | -55.21 | 1,355.00 | 42.86 | -85.42 | -38.72 | -70.92 | -37.85 |
| Sharpe Ratio | NA | 0.07 | 0.28 | 0.11 | 0.05 | NA | NA | … | … | -0.05 | 1.49 | 0.77 | 0.31 | -0.11 | -0.13 | 6.93 | 0.13 | -0.62 | -0.32 | -0.27 | -0.46 |
| Standard Deviation(%) | NA | 481.02 | 308.93 | 409.31 | 347.04 | NA | NA | … | … | 643.97 | 171.59 | 85.87 | 547.60 | 476.29 | 446.00 | 197.73 | 327.87 | 138.64 | 122.95 | 258.77 | 129.97 |
| Draw Down(%) | NA | 96.88 | 97.06 | 99.45 | 99.62 | NA | NA | … | … | 96.88 | 41.18 | 29.17 | 98.00 | 97.52 | 96.98 | 49.41 | 91.61 | 85.42 | 69.68 | 80.20 | 42.86 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIXF (Philippine Metals Inc) |
-74.93%
Jan 2017 – Jan 2020 |
-57.49%
Jan 2015 – Jan 2020 |
-23.82%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIXF (Philippine Metals Inc) |
828.32%
Mar 2020 – Mar 2023 |
143.37%
Jun 2018 – Jun 2023 |
12.52%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart