Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNADF (PETRONAS Dagangan Berhad) | NA | 3.86% | 4.43% | -0.06% | -1.41% | NA | NA | … | … |
Data as of 06/04/2024, Common starting date is 11/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNADF (PETRONAS Dagangan Berhad) | 11/07/2012 | 06/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.86 | 4.43 | -0.06 | -1.41 | NA | NA | … | … | 1.30 | 4.63 | 3.19 | -7.81 | -3.09 | 3.18 | 4.32 | -1.29 | 5.29 | -21.37 | -7.06 | 6.82 | 8.63 |
| Sharpe Ratio | NA | 0.02 | 0.83 | -0.24 | -0.30 | NA | NA | … | … | -0.29 | 0.15 | 1.00 | -0.59 | -0.55 | 0.33 | 1.21 | -0.51 | 0.83 | -1.09 | -0.74 | 2.11 | 3.35 |
| Standard Deviation(%) | NA | 1.94 | 2.44 | 7.09 | 8.34 | NA | NA | … | … | 1.99 | 2.50 | 1.82 | 13.31 | 5.98 | 5.40 | 2.49 | 3.77 | 6.11 | 19.59 | 9.54 | 3.22 | 23.39 |
| Draw Down(%) | NA | 0.00 | 0.00 | 17.27 | 25.80 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 12.16 | 5.56 | 3.57 | 0.00 | 3.40 | 2.61 | 22.70 | 9.03 | 0.00 | 3.45 |
| Yield(%) | 0.00 | 3.83 | 4.31 | 3.22 | 2.30 | 1.98 | 1.48 | … | … | 1.29 | 4.52 | 3.13 | 4.31 | 2.59 | 3.15 | 4.26 | 2.32 | 2.57 | 1.70 | 2.06 | 4.11 | 0.86 |
Data as of 06/04/2024, Common starting date is 11/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNADF (PETRONAS Dagangan Berhad) |
-8.72%
Jan 2013 – Jan 2016 |
-4.69%
Nov 2013 – Nov 2018 |
-2.44%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNADF (PETRONAS Dagangan Berhad) |
4.43%
May 2021 – May 2024 |
1.63%
Dec 2015 – Dec 2020 |
-1.41%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart