Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRUHY (Truly International Holdings Ltd ADR) | NA | -47.44% | 11.04% | -15.89% | 4.51% | -4.68% | NA | -0.89% |
Data as of 01/19/2023, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRUHY (Truly International Holdings Ltd ADR) | 12/27/2006 | 01/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.30 | -47.44 | 11.04 | -15.89 | 4.51 | -4.68 | NA | -0.89 | 10.30 | -49.70 | 256.35 | -31.95 | 13.19 | -72.35 | 3.41 | 76.02 | -39.82 | -27.41 | 288.73 | -15.12 | -48.42 | 77.18 | 109.68 | -78.84 | 117.04 | 0.00 |
| Sharpe Ratio | NA | -1.25 | 0.20 | -0.29 | 0.05 | NA | NA | -0.01 | 15.14 | -1.45 | 5.40 | -1.30 | 0.35 | -1.33 | 0.06 | 2.48 | -0.69 | -0.67 | 2.44 | -0.52 | -0.43 | 2.28 | 2.91 | -0.93 | 1.57 | 0.00 |
| Standard Deviation(%) | NA | 36.76 | 61.06 | 55.57 | 61.29 | NA | NA | 64.26 | 44.92 | 35.35 | 111.88 | 24.66 | 33.53 | 55.47 | 46.08 | 30.40 | 57.79 | 40.76 | 118.48 | 29.42 | 111.95 | 33.88 | 37.65 | 85.19 | 73.09 | NA |
| Draw Down(%) | NA | 52.56 | 52.56 | 79.08 | 87.92 | NA | NA | 90.24 | 0.00 | 52.56 | 29.01 | 31.95 | 17.13 | 72.83 | 24.80 | 11.14 | 60.71 | 48.20 | 31.44 | 32.00 | 64.98 | 10.38 | 0.33 | 83.62 | 40.41 | 0.00 |
| Yield(%) | 0.00 | 5.74 | 6.52 | 1.20 | 7.45 | 2.90 | 4.20 | 5.25 | 0.00 | 5.74 | 7.18 | 0.00 | 0.00 | 0.00 | 0.97 | 5.57 | 3.99 | 5.33 | 12.73 | 4.63 | 2.55 | 3.10 | 4.73 | 3.25 | 6.52 | 0.00 |
Data as of 01/19/2023, AR inception is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRUHY (Truly International Holdings Ltd ADR) |
-41.82%
Nov 2017 - Nov 2020 |
-31.50%
Oct 2007 - Oct 2012 |
-12.86%
Dec 2010 - Dec 2020 |
-9.72%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRUHY (Truly International Holdings Ltd ADR) |
81.46%
Sep 2011 - Sep 2014 |
47.16%
Nov 2008 - Nov 2013 |
14.26%
Sep 2011 - Sep 2021 |
4.15%
Jan 2007 - Jan 2022 |
Annualized Rolling Returns Comparison Chart