Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPSTF (Pepsi-Cola Products Philippines Inc) | NA | -88.07% | -37.98% | -5.67% | NA | NA | NA | … | … |
Data as of 08/01/2022, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPSTF (Pepsi-Cola Products Philippines Inc) | 06/01/2016 | 08/01/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -88.07 | -37.98 | -5.67 | NA | NA | NA | … | … | -88.07 | 0.00 | 42.86 | 75.00 | -58.33 | -31.43 | 16.67 |
| Sharpe Ratio | NA | -0.42 | -0.23 | -0.03 | NA | NA | NA | … | … | -0.35 | 0.00 | 0.33 | 0.30 | -0.30 | -0.43 | 0.37 |
| Standard Deviation(%) | NA | 212.65 | 166.09 | 194.04 | NA | NA | NA | … | … | 280.34 | 0.00 | 129.90 | 244.67 | 199.27 | 75.52 | 79.93 |
| Draw Down(%) | NA | 88.07 | 88.07 | 88.07 | NA | NA | NA | … | … | 88.07 | 0.00 | 60.00 | 70.00 | 80.00 | 42.86 | 28.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 27.23 | 15.05 | 10.03 | 7.52 | … | … | 0.00 | 0.00 | 0.00 | 224.50 | 91.67 | 2.00 | 0.00 |
Data as of 08/01/2022, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSTF (Pepsi-Cola Products Philippines Inc) |
-37.98%
Jul 2019 – Jul 2022 |
-5.67%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPSTF (Pepsi-Cola Products Philippines Inc) |
138.87%
Jan 2018 – Jan 2021 |
53.01%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart