Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTXKY (XL Axiata Tbk PT ADR) | -37.08% | 7.89% | 4.44% | -2.12% | -5.07% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTXKY (XL Axiata 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 (%) | -10.26 | 7.89 | 4.44 | -2.12 | -5.07 | NA | NA | … | … | -37.08 | 76.63 | 8.29 | -3.37 | -37.13 | 16.28 | -13.39 | 73.18 | -37.11 | 19.25 | -34.83 | -31.36 | -2.54 | -30.45 | -9.48 |
| Sharpe Ratio | NA | 0.12 | 0.05 | -0.08 | -0.10 | NA | NA | … | … | -0.75 | 1.28 | 0.10 | -0.18 | -0.88 | 0.43 | -0.18 | 1.28 | -0.52 | 0.28 | -0.50 | -0.50 | -0.06 | -0.50 | -0.30 |
| Standard Deviation(%) | NA | 79.62 | 56.71 | 50.97 | 59.71 | NA | NA | … | … | 88.98 | 57.72 | 46.58 | 38.74 | 43.95 | 38.13 | 73.51 | 56.21 | 74.07 | 65.64 | 70.25 | 62.35 | 41.54 | 60.68 | 73.87 |
| Draw Down(%) | NA | 47.24 | 47.24 | 48.14 | 72.44 | NA | NA | … | … | 47.24 | 21.11 | 26.86 | 27.26 | 43.22 | 32.49 | 65.12 | 18.18 | 52.70 | 35.65 | 51.97 | 62.48 | 37.66 | 45.37 | 35.72 |
| Yield(%) | 0.00 | 6.96 | 4.29 | 2.66 | 0.99 | 0.48 | 0.36 | … | … | 0.00 | 10.51 | 2.36 | 1.82 | 1.60 | 1.08 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.35 | 2.34 | 0.00 |
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 |
|---|---|---|---|---|
| PTXKY (XL Axiata Tbk PT ADR) |
-35.56%
Sep 2012 – Sep 2015 |
-21.33%
May 2013 – May 2018 |
-13.20%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTXKY (XL Axiata Tbk PT ADR) |
22.72%
Dec 2022 – Dec 2025 |
7.88%
Jan 2021 – Jan 2026 |
0.37%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart