Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDPNF (Sime Darby Plantation Berhad) | NA | 40.68% | 3.32% | 2.05% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/23/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDPNF (Sime Darby Plantation Berhad) | 08/23/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.68 | 3.32 | 2.05 | NA | NA | NA | … | … | -8.50 | 30.64 | 1.71 | 21.60 | -31.08 | -3.38 | 22.86 |
| Sharpe Ratio | NA | 1.00 | -0.04 | -0.02 | NA | NA | NA | … | … | -0.70 | 0.83 | -0.21 | 0.62 | -0.73 | -0.08 | 2.28 |
| Standard Deviation(%) | NA | 33.92 | 27.30 | 30.72 | NA | NA | NA | … | … | 20.50 | 32.64 | 9.58 | 33.07 | 42.48 | 43.32 | 34.24 |
| Draw Down(%) | NA | 15.25 | 23.26 | 32.07 | NA | NA | NA | … | … | 15.25 | 13.98 | 5.26 | 19.09 | 32.07 | 30.23 | 10.16 |
| Yield(%) | 0.00 | 8.51 | 4.36 | 3.61 | 2.03 | 1.35 | 1.01 | … | … | 4.79 | 2.87 | 3.93 | 6.41 | 2.95 | 0.26 | 0.00 |
Data as of 09/26/2025, Common starting date is 08/23/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDPNF (Sime Darby Plantation Berhad) |
-9.80%
Jun 2021 – Jun 2024 |
-1.83%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDPNF (Sime Darby Plantation Berhad) |
11.05%
Feb 2022 – Feb 2025 |
6.68%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart