Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNLRY (Unilever Indonesia Tbk PT ADR) | NA | 44.38% | -15.93% | -19.44% | -9.09% | NA | NA | … | … |
Data as of 12/15/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNLRY (Unilever Indonesia Tbk PT ADR) | 08/06/2012 | 12/15/2025 |
| 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | 44.38 | -15.93 | -19.44 | -9.09 | NA | NA | … | … | 42.57 | -47.16 | -19.54 | 5.68 | -47.01 | -3.31 | 0.20 | -16.81 | 26.81 | 11.11 | 6.92 | 12.55 | 10.89 | -9.00 |
| Sharpe Ratio | NA | 0.44 | -0.30 | -0.37 | -0.20 | NA | NA | … | … | 0.50 | -0.77 | -0.56 | 0.09 | -0.96 | -0.04 | -0.06 | -1.18 | 1.15 | 0.42 | 0.30 | 0.66 | 0.27 | -0.39 |
| Standard Deviation(%) | NA | 82.57 | 65.35 | 59.08 | 52.30 | NA | NA | … | … | 83.99 | 65.70 | 41.68 | 46.41 | 49.14 | 89.84 | 22.18 | 15.46 | 22.83 | 25.80 | 23.31 | 19.07 | 39.79 | 54.84 |
| Draw Down(%) | NA | 48.35 | 79.29 | 87.39 | 90.90 | NA | NA | … | … | 47.01 | 51.56 | 35.02 | 24.92 | 51.55 | 44.01 | 13.97 | 25.57 | 6.46 | 14.32 | 18.29 | 8.04 | 29.62 | 27.90 |
| Yield(%) | 0.00 | 2.54 | 2.10 | 1.44 | 1.97 | 2.03 | 1.52 | … | … | 2.51 | 3.11 | 2.99 | 3.37 | 2.07 | 2.24 | 2.79 | 1.67 | 2.17 | 2.18 | 2.10 | 2.51 | 2.63 | 1.22 |
Data as of 12/15/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNLRY (Unilever Indonesia Tbk PT ADR) |
-35.53%
Feb 2022 – Feb 2025 |
-32.98%
Feb 2020 – Feb 2025 |
-17.66%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNLRY (Unilever Indonesia Tbk PT ADR) |
16.68%
Sep 2014 – Sep 2017 |
16.01%
Jan 2013 – Jan 2018 |
-0.92%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart