Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTBRY (Bank Negara Indonesia Persero Tbk PT ADR) | -22.78% | -30.84% | -8.35% | 5.64% | 3.23% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 07/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBRY (Bank Negara Indonesia Persero Tbk PT ADR) | 07/10/2014 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.38 | -30.84 | -8.35 | 5.64 | 3.23 | NA | NA | … | … | -22.78 | 0.24 | -18.78 | 19.70 | 23.41 | 10.71 | -18.45 | -6.46 | -13.64 | 88.53 | 29.03 | -33.28 | 11.95 |
| Sharpe Ratio | NA | -0.47 | -0.14 | 0.00 | 0.01 | NA | NA | … | … | -0.85 | -0.03 | -0.19 | 0.38 | 0.45 | 0.11 | -0.16 | -0.25 | -0.37 | 1.80 | 1.23 | -0.78 | 2.41 |
| Standard Deviation(%) | NA | 80.60 | 94.34 | 82.83 | 75.09 | NA | NA | … | … | 62.70 | 100.02 | 117.12 | 42.78 | 48.99 | 93.32 | 114.43 | 31.60 | 40.94 | 49.19 | 23.50 | 42.80 | 10.98 |
| Draw Down(%) | NA | 47.62 | 57.53 | 57.53 | 66.93 | NA | NA | … | … | 44.06 | 33.15 | 46.83 | 18.84 | 26.44 | 32.07 | 61.16 | 22.57 | 31.64 | 22.18 | 0.20 | 34.77 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 4.44 | 6.24 | 4.50 | 3.08 | 2.31 | … | … | 0.00 | 7.73 | 5.26 | 4.74 | 2.08 | 0.68 | 2.27 | 2.30 | 2.54 | 3.99 | 2.93 | 2.29 | 0.00 |
Data as of 06/12/2026, Common starting date is 07/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBRY (Bank Negara Indonesia Persero Tbk PT ADR) |
-18.55%
Mar 2017 – Mar 2020 |
-10.25%
Apr 2015 – Apr 2020 |
2.99%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBRY (Bank Negara Indonesia Persero Tbk PT ADR) |
40.13%
Apr 2020 – Apr 2023 |
20.73%
May 2020 – May 2025 |
9.37%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart