Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTCF (PLDT Inc) | NA | 10.66% | nan% | 80.15% | 21.78% | NA | NA | … | … |
Data as of 02/20/2025, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTCF (PLDT Inc) | 04/27/2010 | 02/20/2025 |
| 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.66 | nan | 80.15 | 21.78 | NA | NA | … | … | 2.27 | 8.20 | 15.95 | -524.11 | -361.75 | 33.21 | -8.36 | -26.41 | 24.10 | -30.87 | -29.91 | 10.50 | 2.85 | 63.92 | -13.37 | 159.96 |
| Sharpe Ratio | NA | 0.13 | NA | NA | NA | NA | NA | … | … | NA | 0.07 | 1.35 | NA | NA | 1.17 | -0.60 | -0.63 | 0.88 | -0.84 | -1.25 | 0.31 | 0.15 | 1.24 | -0.17 | 1.77 |
| Standard Deviation(%) | NA | 31.46 | NA | NA | NA | NA | NA | … | … | 0.00 | 28.81 | 8.76 | NA | NA | 28.02 | 16.40 | 44.25 | 26.93 | 37.19 | 23.91 | 33.75 | 18.64 | 51.89 | 80.37 | 170.52 |
| Draw Down(%) | NA | 19.72 | 804.60 | 321.00 | 224.36 | NA | NA | … | … | 0.00 | 19.72 | 0.29 | 816.48 | 321.58 | 16.96 | 19.62 | 32.11 | 20.25 | 36.05 | 39.36 | 22.80 | 17.34 | 12.81 | 28.70 | 50.00 |
| Yield(%) | 0.00 | 7.73 | 42.60 | 95.50 | 15.28 | 39.12 | 29.34 | … | … | 0.00 | 7.73 | 9.38 | 119.82 | 180.29 | 8.00 | 6.21 | 3.82 | 5.60 | 5.54 | 5.45 | 6.99 | 6.78 | 10.00 | 10.12 | 8.39 |
Data as of 02/20/2025, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTCF (PLDT Inc) |
-24.03%
Jul 2015 – Jul 2018 |
-17.78%
Jan 2015 – Jan 2020 |
-2.01%
Jun 2010 – Jun 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTCF (PLDT Inc) |
188.19%
Mar 2019 – Mar 2022 |
81.02%
Oct 2019 – Oct 2024 |
28.34%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart