Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GIGNY (Genting Singapore PLC ADR) -7.28% -11.39% -12.13% -0.53% 2.27% -5.46% NA
Data as of 05/07/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
Name Start Date End Date
GIGNY (Genting Singapore PLC ADR) 10/18/2010 05/07/2026
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 (%) 3.18 -11.39 -12.13 -0.53 2.27 -5.46 NA -7.28 17.84 -27.34 13.42 20.19 -7.86 -4.19 -3.98 -24.03 47.94 31.70 -33.43 -28.51 2.09 -1.94 -32.09 5.11
Sharpe Ratio NA -0.29 -0.34 -0.08 0.02 NA NA -1.04 0.23 -0.90 0.32 0.73 -0.32 -0.09 -0.24 -0.75 2.54 1.10 -1.16 -1.46 0.10 -0.09 -0.95 0.68
Standard Deviation(%) NA 49.31 45.23 38.90 35.44 NA NA 21.11 64.43 34.26 31.00 25.84 24.91 47.81 23.12 34.10 18.69 28.56 28.83 19.51 21.30 23.20 33.73 40.26
Draw Down(%) NA 23.60 39.54 39.54 62.10 NA NA 12.68 23.00 30.25 30.00 16.43 24.76 47.79 24.80 35.26 5.46 18.40 38.17 31.52 19.12 29.14 40.30 18.57
Yield(%) 3.08 5.14 3.36 3.70 3.96 1.03 0.83 2.77 6.13 4.08 3.91 2.54 1.20 2.62 3.53 2.66 3.21 4.07 0.92 0.69 0.70 0.66 0.00 0.00
Data as of 05/07/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GIGNY (Genting Singapore PLC ADR) -25.84%
Jan 2013 – Jan 2016
-20.20%
Dec 2010 – Dec 2015
-7.87%
Dec 2010 – Dec 2020
-5.79%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GIGNY (Genting Singapore PLC ADR) 24.67%
Mar 2020 – Mar 2023
9.24%
Jan 2016 – Jan 2021
4.52%
Sep 2015 – Sep 2025
-3.96%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return