Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLMIY (Wilmar International Ltd) | 16.29% | 19.08% | 2.69% | -1.18% | 5.00% | 0.31% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLMIY (Wilmar International Ltd) | 01/21/2010 | 06/04/2026 |
| 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 (%) | 2.07 | 19.08 | 2.69 | -1.18 | 5.00 | 0.31 | NA | … | … | 16.29 | 10.55 | -11.58 | -9.01 | 5.18 | -9.04 | 24.25 | 32.09 | 5.24 | -4.64 | 22.85 | -13.92 | -7.01 | -0.22 | -28.05 | -11.53 | -12.97 |
| Sharpe Ratio | NA | 1.03 | 0.00 | -0.15 | 0.17 | NA | NA | … | … | 2.12 | 0.41 | -0.76 | -0.67 | 0.16 | -0.45 | 0.60 | 1.34 | 0.18 | -0.27 | 0.81 | -0.55 | -0.43 | -0.01 | -0.91 | -0.39 | -0.44 |
| Standard Deviation(%) | NA | 20.39 | 20.77 | 20.92 | 23.80 | NA | NA | … | … | 26.45 | 18.95 | 20.04 | 19.19 | 23.44 | 20.32 | 39.53 | 22.85 | 21.90 | 19.78 | 27.96 | 25.57 | 16.30 | 20.77 | 31.05 | 29.44 | 31.40 |
| Draw Down(%) | NA | 12.90 | 22.85 | 30.79 | 39.07 | NA | NA | … | … | 12.90 | 9.54 | 15.77 | 19.26 | 28.86 | 27.51 | 39.07 | 10.73 | 12.63 | 17.48 | 18.57 | 30.05 | 14.93 | 22.75 | 46.82 | 29.38 | 23.15 |
| Yield(%) | 0.00 | 4.58 | 4.12 | 3.33 | 4.42 | 2.14 | 1.41 | … | … | 3.27 | 4.79 | 4.78 | 4.14 | 3.94 | 4.24 | 5.44 | 3.13 | 3.31 | 2.01 | 2.80 | 2.36 | 2.21 | 1.49 | 1.02 | 0.98 | 1.14 |
Data as of 06/04/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLMIY (Wilmar International Ltd) |
-18.05%
Aug 2010 – Aug 2013 |
-15.65%
Sep 2010 – Sep 2015 |
-5.51%
Mar 2010 – Mar 2020 |
-1.89%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLMIY (Wilmar International Ltd) |
23.38%
Mar 2018 – Mar 2021 |
18.26%
Jan 2016 – Jan 2021 |
6.88%
Jan 2016 – Jan 2026 |
0.83%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart