Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VEMLY (Venture Corporation Ltd ADR) | 0.31% | -5.70% | -4.27% | -0.40% | 9.97% | NA | NA | 8.36% |
Data as of 07/23/2025, AR inception is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEMLY (Venture Corporation Ltd ADR) | 03/15/2012 | 07/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.84 | -5.70 | -4.27 | -0.40 | 9.97 | NA | NA | 8.36 | 0.31 | 3.66 | -14.13 | -3.07 | -3.88 | 27.91 | -9.57 | -5.28 | 135.00 | 22.41 | 6.14 | 6.31 | -6.56 | 2.72 |
| Sharpe Ratio | NA | -0.03 | -0.12 | -0.02 | 0.22 | NA | NA | 0.21 | 0.07 | 0.00 | -0.36 | -0.10 | -0.13 | 0.60 | -0.56 | -0.15 | 2.94 | 2.09 | 0.40 | 0.89 | -0.45 | 0.39 |
| Standard Deviation(%) | NA | 62.35 | 52.36 | 45.67 | 40.89 | NA | NA | 35.89 | 69.27 | 44.16 | 49.67 | 43.45 | 30.57 | 45.93 | 19.84 | 46.15 | 45.91 | 10.64 | 15.29 | 7.06 | 14.62 | 8.67 |
| Draw Down(%) | NA | 31.27 | 37.04 | 41.40 | 50.22 | NA | NA | 50.22 | 24.04 | 19.60 | 35.67 | 15.57 | 15.77 | 17.54 | 19.77 | 41.15 | 4.08 | 1.57 | 10.48 | 0.88 | 16.10 | 3.94 |
| Yield(%) | 0.00 | 5.10 | 4.28 | 4.41 | 8.36 | 6.26 | 4.69 | 7.22 | 3.91 | 5.34 | 4.42 | 4.09 | 3.77 | 4.49 | 3.73 | 3.90 | 5.30 | 6.17 | 6.28 | 6.76 | 6.01 | 6.23 |
Data as of 07/23/2025, AR inception is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEMLY (Venture Corporation Ltd ADR) |
-11.71%
Oct 2020 - Oct 2023 |
-5.71%
Mar 2018 - Mar 2023 |
8.40%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEMLY (Venture Corporation Ltd ADR) |
60.74%
Feb 2015 - Feb 2018 |
32.31%
Apr 2013 - Apr 2018 |
12.57%
Apr 2013 - Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart