Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTNDY (Vale Indonesia Tbk PT ADR) | 39.69% | 56.04% | -7.72% | 0.92% | 11.32% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTNDY (Vale Indonesia Tbk PT ADR) | 08/06/2012 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 56.04 | -7.72 | 0.92 | 11.32 | NA | NA | … | … | 39.69 | 3.25 | -17.39 | -35.23 | 33.39 | -2.37 | 40.36 | 0.66 | 2.35 | 14.93 | 74.45 | -59.58 | 53.60 | -18.21 | -3.78 |
| Sharpe Ratio | NA | 0.86 | -0.15 | -0.03 | 0.14 | NA | NA | … | … | 1.31 | 0.01 | -0.41 | -0.50 | 0.56 | -0.03 | 0.33 | -0.03 | 0.05 | 0.28 | 1.09 | -0.90 | 1.66 | -0.34 | -0.16 |
| Standard Deviation(%) | NA | 62.07 | 71.17 | 64.19 | 67.77 | NA | NA | … | … | 87.95 | 62.89 | 50.76 | 78.07 | 57.36 | 77.05 | 122.20 | 28.49 | 21.24 | 51.90 | 68.05 | 66.14 | 32.26 | 54.37 | 59.40 |
| Draw Down(%) | NA | 21.64 | 67.66 | 74.11 | 74.11 | NA | NA | … | … | 21.64 | 37.13 | 31.76 | 45.21 | 43.66 | 43.15 | 64.41 | 15.32 | 12.85 | 31.60 | 22.16 | 66.85 | 25.96 | 43.93 | 24.66 |
| Yield(%) | 0.00 | 0.00 | 0.52 | 0.78 | 1.35 | 0.87 | 0.65 | … | … | 0.00 | 1.41 | 1.19 | 1.36 | 0.00 | 0.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.04 | 2.10 | 1.00 |
Data as of 06/11/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTNDY (Vale Indonesia Tbk PT ADR) |
-32.50%
Apr 2022 – Apr 2025 |
-14.76%
Mar 2015 – Mar 2020 |
-5.46%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTNDY (Vale Indonesia Tbk PT ADR) |
54.93%
Mar 2020 – Mar 2023 |
34.88%
Feb 2016 – Feb 2021 |
16.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart