Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSCFY (TISCO Financial Group PCL ADR) | 24.34% | 29.40% | 16.28% | 16.29% | 18.02% | NA | NA | 15.27% |
Data as of 07/30/2025, AR inception is 07/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSCFY (TISCO Financial Group PCL ADR) | 07/15/2013 | 07/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.40 | 16.28 | 16.29 | 18.02 | NA | NA | 15.27 | 24.34 | 3.94 | 21.65 | -7.82 | 14.60 | -10.63 | 121.71 | 10.02 | 6.33 | 66.84 | -9.70 | 7.30 | -11.55 |
| Sharpe Ratio | NA | 0.90 | 0.52 | 0.55 | 0.56 | NA | NA | 0.50 | 1.77 | 0.01 | 0.61 | -0.69 | 0.81 | -0.21 | 2.37 | 0.91 | 0.93 | 2.46 | -0.45 | 0.27 | -2.15 |
| Standard Deviation(%) | NA | 29.04 | 24.91 | 25.88 | 29.66 | NA | NA | 28.27 | 25.11 | 25.15 | 29.70 | 13.46 | 17.97 | 50.59 | 50.69 | 9.57 | 6.15 | 27.13 | 21.56 | 26.75 | 10.73 |
| Draw Down(%) | NA | 13.65 | 13.65 | 13.96 | 39.12 | NA | NA | 39.12 | 4.78 | 13.65 | 11.40 | 13.96 | 11.98 | 39.12 | 3.40 | 0.00 | 0.00 | 8.51 | 18.38 | 15.81 | 11.55 |
| Yield(%) | 0.00 | 9.15 | 9.15 | 10.22 | 14.19 | 9.58 | 7.18 | 11.97 | 6.64 | 8.11 | 11.56 | 7.17 | 7.35 | 7.32 | 12.89 | 9.11 | 5.96 | 6.26 | 4.76 | 5.03 | 0.00 |
Data as of 07/30/2025, AR inception is 07/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCFY (TISCO Financial Group PCL ADR) |
-1.90%
Sep 2019 - Sep 2022 |
2.80%
Aug 2019 - Aug 2024 |
14.73%
Feb 2014 - Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCFY (TISCO Financial Group PCL ADR) |
45.27%
May 2016 - May 2019 |
32.05%
Apr 2015 - Apr 2020 |
18.64%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart