Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UOVEY (United Overseas Bank Ltd ADR) | 11.36% | 10.89% | 18.08% | 13.95% | 13.39% | 9.13% | 10.62% | … | … |
Data as of 06/12/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UOVEY (United Overseas Bank Ltd ADR) | 11/19/1996 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 10.89 | 18.08 | 13.95 | 13.39 | 9.13 | 10.62 | … | … | 11.36 | 6.25 | 30.56 | -0.13 | 19.26 | 21.71 | -8.28 | 14.05 | -5.10 | 45.19 | 8.16 | -21.68 | 13.77 | 5.74 | 43.77 | -12.12 | 4.80 | 61.86 | -33.20 | 14.52 | 52.33 | 8.76 | 13.77 | 19.18 | 5.35 | -8.41 | -18.84 | 54.18 | 14.94 | -52.20 | 10.30 |
| Sharpe Ratio | NA | 0.54 | 0.89 | 0.63 | 0.56 | NA | NA | … | … | 1.35 | 0.20 | 1.67 | -0.23 | 0.82 | 1.32 | -0.24 | 0.71 | -0.28 | 2.90 | 0.36 | -0.99 | 0.83 | 0.29 | 2.02 | -0.41 | 0.18 | 1.34 | -0.58 | 0.34 | 2.45 | 0.34 | 0.55 | 0.56 | 0.11 | -0.25 | -0.28 | 0.87 | 0.13 | -0.89 | 4.20 |
| Standard Deviation(%) | NA | 15.28 | 16.61 | 17.85 | 20.65 | NA | NA | … | … | 18.04 | 17.14 | 16.08 | 16.78 | 21.90 | 16.38 | 35.58 | 17.61 | 23.10 | 15.43 | 21.92 | 21.97 | 16.61 | 19.70 | 21.87 | 30.01 | 26.16 | 46.06 | 58.71 | 33.81 | 20.04 | 18.87 | 23.21 | 33.02 | 38.72 | 44.89 | 83.71 | 58.32 | 90.28 | 62.36 | 32.84 |
| Draw Down(%) | NA | 11.72 | 19.21 | 23.15 | 43.84 | NA | NA | … | … | 9.80 | 19.21 | 8.91 | 11.71 | 23.15 | 9.83 | 40.30 | 14.56 | 24.02 | 4.97 | 13.58 | 29.56 | 11.36 | 16.10 | 13.91 | 34.35 | 15.26 | 45.32 | 54.16 | 18.92 | 11.68 | 10.73 | 13.26 | 20.98 | 23.77 | 36.99 | 51.35 | 30.09 | 58.33 | 58.59 | 5.71 |
| Yield(%) | 0.00 | 2.72 | 5.71 | 5.57 | 6.97 | 5.37 | 8.10 | … | … | 2.01 | 4.07 | 6.03 | 5.30 | 4.39 | 4.32 | 4.09 | 5.04 | 4.29 | 3.57 | 5.73 | 4.39 | 3.61 | 3.42 | 3.90 | 5.95 | 3.10 | 4.29 | 3.53 | 4.85 | 5.56 | 5.75 | 4.49 | 4.91 | 3.15 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UOVEY (United Overseas Bank Ltd ADR) |
-16.80%
May 1997 – May 2000 |
-8.83%
Dec 1996 – Dec 2001 |
3.52%
Jan 1997 – Jan 2007 |
3.60%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UOVEY (United Overseas Bank Ltd ADR) |
38.34%
Aug 1998 – Aug 2001 |
27.93%
Sep 1998 – Sep 2003 |
21.90%
Aug 1998 – Aug 2008 |
17.51%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison Chart