Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMEBF (Sime Darby Bhd) | 24.44% | 36.59% | 16.61% | 7.05% | -7.80% | -6.92% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMEBF (Sime Darby Bhd) | 04/08/2008 | 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 36.59 | 16.61 | 7.05 | -7.80 | -6.92 | NA | … | … | 24.44 | -9.07 | 12.68 | 74.07 | -37.89 | -6.62 | 14.94 | 60.99 | -34.10 | -66.47 | -2.65 | -30.27 | -5.73 | -1.75 | 15.29 | 2.53 | 8.27 | 62.95 | -37.21 |
| Sharpe Ratio | NA | 0.78 | 0.38 | 0.06 | -0.10 | NA | NA | … | … | 1.35 | -0.23 | 0.22 | 1.69 | -0.43 | -0.07 | 0.14 | 0.48 | -0.44 | -0.46 | -0.07 | -0.56 | -0.13 | -0.05 | 0.50 | 0.04 | 0.36 | 1.38 | -0.73 |
| Standard Deviation(%) | NA | 49.28 | 35.50 | 70.91 | 91.16 | NA | NA | … | … | 50.52 | 51.93 | 29.85 | 41.87 | 91.14 | 95.27 | 102.25 | 124.20 | 79.96 | 145.97 | 41.68 | 54.34 | 43.06 | 38.13 | 30.66 | 63.64 | 22.57 | 45.64 | 64.98 |
| Draw Down(%) | NA | 15.15 | 29.61 | 58.85 | 85.40 | NA | NA | … | … | 15.15 | 21.92 | 18.03 | 8.70 | 58.33 | 36.25 | 44.44 | 57.14 | 50.58 | 77.52 | 23.47 | 43.47 | 19.35 | 20.70 | 18.03 | 30.88 | 15.84 | 21.88 | 55.53 |
| Yield(%) | 0.00 | 7.63 | 6.40 | 5.21 | 1.49 | 1.61 | 1.80 | … | … | 1.71 | 4.72 | 5.88 | 9.68 | 5.17 | 5.00 | 3.56 | 5.71 | 1.85 | 3.03 | 3.43 | 2.32 | 3.51 | 3.28 | 4.07 | 3.66 | 1.18 | 3.13 | 4.73 |
Data as of 06/03/2026, Common starting date is 04/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEBF (Sime Darby Bhd) |
-42.92%
Apr 2017 – Apr 2020 |
-32.38%
Dec 2013 – Dec 2018 |
-17.77%
Oct 2012 – Oct 2022 |
-9.52%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEBF (Sime Darby Bhd) |
37.08%
Jan 2019 – Jan 2022 |
17.96%
Feb 2009 – Feb 2014 |
-5.39%
May 2016 – May 2026 |
-2.62%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart