Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBNGY (Bukit Asam Tbk PT ADR) | -5.88% | 0.00% | 3.47% | 23.35% | 13.50% | NA | NA | 2.88% |
Data as of 07/01/2025, AR inception is 02/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBNGY (Bukit Asam Tbk PT ADR) | 02/23/2011 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.76 | 0.00 | 3.47 | 23.35 | 13.50 | NA | NA | 2.88 | -5.88 | 11.81 | 23.67 | 49.05 | -8.18 | 49.79 | -38.39 | 71.00 | 15.00 | 184.64 | -65.25 | 22.54 | -43.06 | -29.76 | -4.97 |
| Sharpe Ratio | NA | -0.07 | 0.00 | 0.29 | 0.19 | NA | NA | 0.03 | -0.30 | 0.14 | 0.22 | 0.71 | -0.13 | 0.58 | -0.92 | 2.59 | 1.39 | 2.81 | -0.78 | 0.62 | -0.77 | -0.61 | -0.70 |
| Standard Deviation(%) | NA | 47.84 | 68.53 | 73.13 | 65.26 | NA | NA | 58.96 | 50.08 | 59.15 | 90.07 | 67.14 | 64.99 | 85.59 | 43.20 | 27.01 | 10.39 | 65.56 | 84.05 | 36.38 | 56.01 | 49.09 | 8.32 |
| Draw Down(%) | NA | 34.00 | 40.47 | 44.26 | 64.20 | NA | NA | 85.04 | 22.35 | 24.63 | 34.32 | 31.02 | 41.58 | 26.80 | 41.84 | 0.00 | 1.75 | 21.73 | 66.71 | 14.71 | 49.20 | 40.93 | 7.60 |
| Yield(%) | 0.00 | 0.00 | 11.58 | 22.68 | 13.16 | 3.78 | 2.83 | 4.05 | 0.00 | 14.89 | 30.56 | 25.17 | 2.62 | 13.48 | 7.58 | 11.03 | 2.38 | 6.83 | 2.51 | 4.85 | 4.26 | 3.20 | 2.62 |
Data as of 07/01/2025, AR inception is 02/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBNGY (Bukit Asam Tbk PT ADR) |
-39.77%
Jan 2013 - Jan 2016 |
-30.47%
Mar 2011 - Mar 2016 |
-4.83%
Jun 2011 - Jun 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBNGY (Bukit Asam Tbk PT ADR) |
82.02%
Jan 2016 - Jan 2019 |
38.88%
Dec 2015 - Dec 2020 |
16.17%
Mar 2014 - Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart