Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPHLY (Bank of the Philippine Islands ADR) | -19.18% | -35.58% | -2.83% | 0.68% | 1.07% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPHLY (Bank of the Philippine Islands ADR) | 04/04/2013 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.79 | -35.58 | -2.83 | 0.68 | 1.07 | NA | NA | … | … | -19.18 | -8.00 | 20.54 | 12.90 | 3.58 | 9.09 | -12.62 | 11.32 | 0.91 | -2.75 | 16.52 | -13.20 | 3.70 | -28.80 |
| Sharpe Ratio | NA | -0.89 | -0.17 | -0.03 | -0.02 | NA | NA | … | … | -0.97 | -0.22 | 0.36 | 0.19 | 0.05 | 0.23 | -0.20 | 0.41 | -0.53 | -0.32 | 1.31 | -0.82 | 0.39 | -0.84 |
| Standard Deviation(%) | NA | 43.21 | 44.49 | 45.35 | 39.58 | NA | NA | … | … | 43.59 | 49.81 | 46.78 | 48.47 | 41.94 | 39.88 | 63.07 | 23.93 | 0.90 | 10.68 | 12.44 | 16.13 | 9.37 | 43.37 |
| Draw Down(%) | NA | 43.01 | 44.39 | 44.39 | 49.74 | NA | NA | … | … | 33.42 | 35.23 | 22.70 | 20.70 | 23.47 | 14.95 | 49.74 | 14.54 | 0.00 | 8.99 | 0.00 | 14.84 | 4.39 | 31.88 |
| Yield(%) | 2.77 | 3.18 | 3.19 | 2.89 | 2.36 | 1.37 | 1.02 | … | … | 2.07 | 1.76 | 3.56 | 3.53 | 2.25 | 2.28 | 1.97 | 2.74 | 0.90 | 1.79 | 3.19 | 1.89 | 1.02 | 1.43 |
Data as of 06/09/2026, Common starting date is 04/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPHLY (Bank of the Philippine Islands ADR) |
-12.65%
Apr 2017 – Apr 2020 |
-8.62%
Apr 2015 – Apr 2020 |
-0.06%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPHLY (Bank of the Philippine Islands ADR) |
24.30%
Apr 2020 – Apr 2023 |
20.42%
Apr 2020 – Apr 2025 |
5.32%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart