Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPERY (Bank Mandiri Persero Tbk PT ADR) | -20.85% | -22.37% | -6.07% | 7.61% | 7.75% | 4.83% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPERY (Bank Mandiri Persero Tbk PT ADR) | 08/17/2009 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.29 | -22.37 | -6.07 | 7.61 | 7.75 | 4.83 | NA | … | … | -20.85 | -4.33 | -5.16 | 30.22 | 35.00 | 14.87 | -15.53 | 13.35 | -12.05 | 42.47 | 32.70 | -23.26 | 37.60 | -21.48 | 16.44 | -1.60 | 56.83 | 26.10 |
| Sharpe Ratio | NA | -0.71 | -0.22 | 0.26 | 0.21 | NA | NA | … | … | -0.98 | -0.18 | -0.28 | 0.99 | 1.16 | 0.49 | -0.27 | 0.41 | -0.37 | 1.99 | 0.95 | -0.65 | 1.28 | -0.52 | 0.52 | -0.03 | 1.28 | 1.98 |
| Standard Deviation(%) | NA | 32.42 | 33.38 | 31.91 | 35.25 | NA | NA | … | … | 36.94 | 39.24 | 31.28 | 26.98 | 29.17 | 30.60 | 59.29 | 28.68 | 36.67 | 21.06 | 34.10 | 36.08 | 29.47 | 41.74 | 31.78 | 48.57 | 44.30 | 42.95 |
| Draw Down(%) | NA | 24.92 | 45.47 | 45.47 | 58.97 | NA | NA | … | … | 24.74 | 29.53 | 28.92 | 11.27 | 22.70 | 23.26 | 56.51 | 23.29 | 36.81 | 6.42 | 17.53 | 46.90 | 17.41 | 47.41 | 18.12 | 38.49 | 17.92 | 14.68 |
| Yield(%) | 0.00 | 8.78 | 7.59 | 9.95 | 8.51 | 5.69 | 8.96 | … | … | 9.02 | 7.63 | 5.73 | 5.49 | 5.06 | 3.30 | 4.54 | 3.35 | 2.49 | 2.40 | 3.04 | 2.01 | 3.10 | 2.39 | 1.46 | 2.55 | 2.06 | 5.61 |
Data as of 06/05/2026, Common starting date is 08/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPERY (Bank Mandiri Persero Tbk PT ADR) |
-12.10%
Sep 2012 – Sep 2015 |
-7.49%
Mar 2015 – Mar 2020 |
0.44%
Sep 2010 – Sep 2020 |
5.04%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPERY (Bank Mandiri Persero Tbk PT ADR) |
41.79%
Mar 2020 – Mar 2023 |
23.66%
May 2020 – May 2025 |
13.44%
Aug 2013 – Aug 2023 |
12.89%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart