Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSGTY (Semen Indonesia Persero Tbk PT) | -41.20% | -31.09% | -34.85% | -31.79% | -15.96% | -12.91% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGTY (Semen Indonesia Persero Tbk PT) | 04/27/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -20.43 | -31.09 | -34.85 | -31.79 | -15.96 | -12.91 | NA | … | … | -41.20 | -8.15 | -52.71 | -0.47 | -15.63 | -41.42 | 3.55 | 9.12 | 5.92 | 17.74 | -15.47 | -34.40 | 13.21 | -25.45 | 32.31 | 19.00 | 20.19 |
| Sharpe Ratio | NA | -0.50 | -0.58 | -0.54 | -0.30 | NA | NA | … | … | -1.33 | -0.16 | -0.86 | -0.08 | -0.41 | -0.91 | 0.05 | 0.19 | 0.10 | 0.58 | -0.39 | -0.74 | 0.37 | -0.57 | 0.77 | 0.46 | 0.72 |
| Standard Deviation(%) | NA | 34.84 | 60.51 | 55.78 | 51.38 | NA | NA | … | … | 42.47 | 68.07 | 65.29 | 54.52 | 41.57 | 45.69 | 68.06 | 39.43 | 47.37 | 29.47 | 39.79 | 46.63 | 35.65 | 44.68 | 42.32 | 40.83 | 42.81 |
| Draw Down(%) | NA | 32.80 | 74.01 | 82.41 | 86.40 | NA | NA | … | … | 28.61 | 35.68 | 52.71 | 22.63 | 20.75 | 43.32 | 61.46 | 29.16 | 46.01 | 17.83 | 31.96 | 59.44 | 19.58 | 46.57 | 25.20 | 28.38 | 13.68 |
| Yield(%) | 0.00 | 4.74 | 1.10 | 1.10 | 1.53 | 1.74 | 1.76 | … | … | 0.60 | 3.19 | 1.32 | 3.95 | 2.36 | 1.44 | 0.31 | 1.80 | 1.27 | 3.37 | 2.95 | 2.22 | 2.98 | 2.31 | 2.82 | 2.58 | 3.68 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PSGTY (Semen Indonesia Persero Tbk PT) |
-34.56%
Mar 2022 – Mar 2025 |
-28.62%
Apr 2021 – Apr 2026 |
-17.57%
Mar 2015 – Mar 2025 |
-11.66%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGTY (Semen Indonesia Persero Tbk PT) |
31.00%
May 2010 – May 2013 |
5.68%
May 2010 – May 2015 |
0.82%
Jan 2011 – Jan 2021 |
-8.62%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart