Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWTCY (Manila Water Company Inc ADR) | 5.33% | 52.72% | 34.31% | 25.64% | 9.31% | NA | NA | … | … |
Data as of 03/13/2026, Common starting date is 08/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWTCY (Manila Water Company Inc ADR) | 08/20/2012 | 03/13/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.33 | 52.72 | 34.31 | 25.64 | 9.31 | NA | NA | … | … | 5.33 | 55.37 | 55.29 | -4.67 | -24.24 | 61.05 | 54.08 | -57.69 | -11.21 | 7.01 | 35.87 | -32.35 | 21.65 | -31.48 | 25.56 |
| Sharpe Ratio | NA | 1.97 | 0.81 | 0.35 | 0.11 | NA | NA | … | … | 2.33 | 1.92 | 0.91 | -0.31 | -0.40 | 0.65 | 0.53 | -0.47 | -0.62 | 0.36 | 0.93 | -0.85 | 1.14 | -0.82 | 4.08 |
| Standard Deviation(%) | NA | 25.42 | 38.08 | 56.53 | 67.46 | NA | NA | … | … | 11.77 | 27.41 | 55.18 | 27.60 | 64.26 | 93.59 | 101.60 | 125.40 | 20.37 | 17.81 | 38.46 | 37.92 | 19.02 | 38.41 | 21.81 |
| Draw Down(%) | NA | 8.28 | 21.87 | 54.59 | 80.33 | NA | NA | … | … | 0.00 | 8.28 | 21.87 | 15.16 | 52.01 | 23.42 | 35.47 | 75.77 | 22.34 | 12.84 | 20.94 | 41.59 | 7.73 | 47.06 | 4.53 |
| Yield(%) | 0.00 | 0.00 | 6.00 | 5.69 | 3.44 | 2.21 | 1.66 | … | … | 5.06 | 6.68 | 6.09 | 3.22 | 1.43 | 3.58 | 0.00 | 3.67 | 2.94 | 2.77 | 4.21 | 2.89 | 3.34 | 2.27 | 1.14 |
Data as of 03/13/2026, Common starting date is 08/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTCY (Manila Water Company Inc ADR) |
-30.86%
Jan 2017 – Jan 2020 |
-18.77%
Jan 2015 – Jan 2020 |
-7.42%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTCY (Manila Water Company Inc ADR) |
52.64%
Sep 2022 – Sep 2025 |
28.03%
Aug 2020 – Aug 2025 |
8.98%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart