Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBMF (Sembcorp Marine Ltd) | -2.59% | 12.89% | -1.55% | -10.56% | -22.55% | -22.33% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBMF (Sembcorp Marine Ltd) | 09/09/2009 | 06/03/2026 |
| 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.63 | 12.89 | -1.55 | -10.56 | -22.55 | -22.33 | NA | … | … | -2.59 | 31.57 | -16.25 | -27.27 | 83.33 | -42.86 | -89.50 | -15.11 | -17.56 | 43.28 | -13.67 | -49.08 | -27.10 | -8.50 | 28.86 | -25.16 | 62.50 | 21.50 |
| Sharpe Ratio | NA | -0.11 | -0.03 | -0.06 | -0.15 | NA | NA | … | … | -0.22 | 0.25 | -0.05 | -0.29 | 1.00 | -0.41 | -0.43 | -0.62 | -0.52 | 1.14 | -0.55 | -1.25 | -0.97 | -0.55 | 0.94 | -0.56 | 1.62 | 3.49 |
| Standard Deviation(%) | NA | 130.10 | 267.93 | 215.44 | 168.68 | NA | NA | … | … | 135.33 | 116.82 | 432.79 | 108.48 | 82.37 | 103.34 | 208.25 | 26.59 | 36.82 | 37.45 | 25.47 | 39.34 | 28.08 | 15.46 | 30.77 | 44.79 | 38.43 | 24.65 |
| Draw Down(%) | NA | 51.52 | 96.52 | 96.52 | 97.76 | NA | NA | … | … | 35.21 | 51.52 | 96.52 | 45.45 | 41.67 | 64.11 | 89.98 | 25.61 | 33.95 | 16.54 | 22.21 | 49.08 | 35.15 | 15.58 | 23.12 | 48.81 | 21.56 | 5.29 |
| Yield(%) | 0.00 | 1.57 | 13.04 | 4.69 | 0.55 | 0.58 | 1.34 | … | … | 1.31 | 0.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 1.27 | 1.79 | 3.02 | 1.30 | 1.16 | 3.45 | 4.09 | 2.36 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBMF (Sembcorp Marine Ltd) |
-65.49%
Sep 2018 – Sep 2021 |
-47.26%
Aug 2019 – Aug 2024 |
-34.02%
Feb 2012 – Feb 2022 |
-22.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBMF (Sembcorp Marine Ltd) |
20.12%
Oct 2009 – Oct 2012 |
5.44%
Oct 2009 – Oct 2014 |
-6.33%
Oct 2009 – Oct 2019 |
-19.10%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart