Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STTSY (Straits Trading Company Ltd ADR) | NA | 3.17% | 3.06% | 12.35% | 7.36% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STTSY (Straits Trading Company Ltd ADR) | 05/30/2014 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.17 | 3.06 | 12.35 | 7.36 | NA | NA | … | … | 3.17 | 2.96 | 3.07 | 58.91 | 2.90 | -16.54 | 26.42 | 2.90 | 2.74 | 1.89 | -34.12 | -18.99 |
| Sharpe Ratio | NA | 0.04 | -0.12 | 0.51 | 0.35 | NA | NA | … | … | 0.37 | -0.23 | -0.20 | 1.31 | 1.01 | -0.80 | 1.20 | 0.53 | 0.77 | 0.89 | -1.01 | -1.18 |
| Standard Deviation(%) | NA | 3.15 | 3.04 | 19.87 | 16.93 | NA | NA | … | … | 3.67 | 2.94 | 3.03 | 44.03 | 2.86 | 20.92 | 20.83 | 2.86 | 2.71 | 1.88 | 33.98 | 25.40 |
| Draw Down(%) | NA | 0.01 | 0.01 | 0.25 | 18.76 | NA | NA | … | … | 0.01 | 0.01 | 0.01 | 0.25 | 0.00 | 18.76 | 0.00 | 0.00 | 0.00 | 0.00 | 34.12 | 19.23 |
| Yield(%) | 0.00 | 3.07 | 2.52 | 3.67 | 3.14 | 1.17 | 0.88 | … | … | 3.07 | 2.88 | 2.96 | 3.71 | 2.90 | 2.22 | 2.83 | 2.90 | 2.74 | 1.89 | 1.26 | 0.00 |
Data as of 09/26/2025, Common starting date is 05/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STTSY (Straits Trading Company Ltd ADR) |
-17.64%
Jun 2014 – Jun 2017 |
-9.98%
Jun 2014 – Jun 2019 |
0.51%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STTSY (Straits Trading Company Ltd ADR) |
19.07%
Feb 2019 – Feb 2022 |
12.35%
May 2020 – May 2025 |
3.96%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart