Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PKSGY (PARKSON Retail Group Ltd ADR) 0.00% 33.33% 2.89% -11.99% -20.54% NA NA
Data as of 06/11/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
Name Start Date End Date
PKSGY (PARKSON Retail Group Ltd ADR) 03/15/2012 06/11/2026
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
Annualized Return (%) 0.00 33.33 2.89 -11.99 -20.54 NA NA 0.00 9.80 -5.49 -3.11 -45.83 -13.51 -58.58 5.51 -43.74 -13.35 0.82 -32.89 -2.98 -69.08 -15.05
Sharpe Ratio NA 1.06 -0.01 -0.30 -0.37 NA NA 0.00 0.13 -0.20 -0.17 -1.00 -0.24 -0.42 0.19 -0.78 -0.64 0.74 -1.03 -0.22 -1.05 -1.51
Standard Deviation(%) NA 28.83 44.79 48.61 59.93 NA NA NA 54.93 44.64 40.04 47.48 55.99 139.86 21.55 58.27 22.13 0.82 31.81 13.85 65.54 12.37
Draw Down(%) NA 0.00 35.78 66.71 92.59 NA NA 0.00 32.04 22.02 20.35 45.83 23.26 66.08 15.35 53.99 19.18 0.00 35.13 7.17 69.08 17.38
Yield(%) 0.00 25.00 13.67 3.98 0.74 0.42 0.32 0.00 20.59 18.48 8.04 0.00 0.00 0.00 0.00 2.75 1.56 0.82 2.72 2.65 1.89 2.28
Data as of 06/11/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PKSGY (PARKSON Retail Group Ltd ADR) -44.83%
Apr 2020 – Apr 2023
-36.95%
Apr 2018 – Apr 2023
-32.29%
Dec 2012 – Dec 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PKSGY (PARKSON Retail Group Ltd ADR) 5.13%
Apr 2023 – Apr 2026
-11.71%
Jul 2015 – Jul 2020
-20.47%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return