Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCBFY (Standard Chartered PLC) | -1.37% | 58.39% | 45.81% | 30.75% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCBFY (Standard Chartered PLC) | 10/09/2019 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.71 | 58.39 | 45.81 | 30.75 | NA | NA | NA | … | … | -1.37 | 103.24 | 52.51 | 15.76 | 23.47 | -2.06 | -31.35 | 21.20 |
| Sharpe Ratio | NA | 2.12 | 1.44 | 0.85 | NA | NA | NA | … | … | 0.38 | 3.16 | 1.61 | 0.35 | 0.49 | -0.06 | -0.56 | 3.48 |
| Standard Deviation(%) | NA | 32.58 | 32.70 | 36.19 | NA | NA | NA | … | … | 40.96 | 31.97 | 30.46 | 35.12 | 45.39 | 35.51 | 56.49 | 38.21 |
| Draw Down(%) | NA | 21.98 | 28.20 | 28.20 | NA | NA | NA | … | … | 21.98 | 28.20 | 14.83 | 23.75 | 27.51 | 26.59 | 54.16 | 10.39 |
| Yield(%) | 0.00 | 3.95 | 4.98 | 4.39 | 2.33 | 1.56 | 1.17 | … | … | 1.94 | 3.27 | 3.59 | 2.56 | 2.10 | 1.87 | 2.08 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBFY (Standard Chartered PLC) |
-6.02%
Dec 2019 – Dec 2022 |
7.95%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBFY (Standard Chartered PLC) |
55.81%
Oct 2022 – Oct 2025 |
37.98%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart