Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLMIF (Wilmar International Limited) | 14.10% | 33.49% | -0.11% | -1.28% | 5.05% | -0.07% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLMIF (Wilmar International Limited) | 01/06/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.52 | 33.49 | -0.11 | -1.28 | 5.05 | -0.07 | NA | … | … | 14.10 | 10.61 | -12.23 | -12.18 | 10.97 | -12.27 | 22.21 | 38.67 | 2.10 | -9.76 | 33.28 | -14.97 | -7.40 | -0.65 | -27.75 | -10.56 | -9.49 |
| Sharpe Ratio | NA | 0.83 | 0.01 | -0.05 | 0.13 | NA | NA | … | … | 1.37 | 0.15 | -0.27 | -0.55 | 0.36 | -0.46 | 0.58 | 1.96 | 0.05 | -0.52 | 1.24 | -0.44 | -0.33 | -0.03 | -0.76 | -0.28 | -0.26 |
| Standard Deviation(%) | NA | 53.83 | 50.50 | 42.63 | 34.40 | NA | NA | … | … | 53.81 | 50.49 | 57.77 | 29.01 | 26.36 | 27.01 | 37.52 | 18.99 | 13.69 | 20.03 | 26.56 | 33.90 | 22.16 | 24.88 | 36.83 | 37.20 | 36.71 |
| Draw Down(%) | NA | 22.47 | 30.11 | 38.01 | 43.26 | NA | NA | … | … | 16.26 | 22.47 | 30.11 | 20.08 | 25.61 | 27.14 | 30.16 | 8.40 | 9.04 | 19.14 | 18.22 | 30.11 | 14.68 | 23.32 | 48.16 | 31.25 | 25.10 |
| Yield(%) | 0.00 | 5.25 | 3.12 | 3.45 | 4.43 | 2.02 | 1.44 | … | … | 3.25 | 1.37 | 4.63 | 4.02 | 6.32 | 4.57 | 3.28 | 3.10 | 3.49 | 1.93 | 3.02 | 2.50 | 2.26 | 1.48 | 1.03 | 0.93 | 1.25 |
Data as of 06/03/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLMIF (Wilmar International Limited) |
-18.65%
Apr 2010 – Apr 2013 |
-15.68%
Sep 2010 – Sep 2015 |
-5.96%
Mar 2010 – Mar 2020 |
-2.30%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLMIF (Wilmar International Limited) |
23.35%
Feb 2018 – Feb 2021 |
19.23%
Jan 2016 – Jan 2021 |
7.17%
Jan 2016 – Jan 2026 |
0.53%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart