Peer Index Comparison Report - Foreign Equity - Long Short Index
Foreign Equity - Long Short Index
Peer Index Comparison Report
April 30, 2025
Value Added Monthly Index
Monthly Return
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2025
2.56%
0.14%
-2.95%
0.04%
-0.29%
2024
2.47%
4.91%
2.09%
-1.97%
0.31%
0.15%
2.45%
-1.76%
1.98%
2.37%
0.52%
2.30%
16.77%
2023
4.11%
0.18%
2.02%
1.17%
0.88%
0.61%
2.86%
-0.11%
-2.53%
-1.56%
2.68%
2.12%
12.93%
2022
-0.85%
-4.98%
-4.27%
0.30%
-0.46%
-2.65%
0.55%
-0.10%
-2.68%
1.47%
6.47%
-1.33%
-8.67%
2021
1.41%
3.78%
1.76%
2.16%
0.88%
1.63%
-0.50%
2.56%
-1.53%
-1.14%
0.63%
0.56%
12.77%
2020
0.85%
-2.78%
-8.43%
3.86%
2.48%
0.80%
1.25%
2.81%
0.03%
1.34%
8.07%
1.92%
11.96%
2019
2.91%
3.96%
0.50%
2.98%
-4.39%
3.49%
1.47%
-0.85%
0.96%
1.27%
3.65%
0.96%
17.93%
2018
2.45%
0.19%
-0.90%
1.90%
-0.40%
6.33%
0.76%
2.27%
-0.65%
-5.90%
-2.51%
-0.96%
2.11%
2017
-0.03%
1.14%
2.86%
3.33%
3.12%
-1.75%
-0.24%
2.07%
2.69%
4.74%
1.47%
-0.89%
19.92%
2016
-4.48%
-1.57%
0.08%
1.98%
3.97%
-4.71%
3.06%
2.89%
0.21%
-0.76%
2.52%
2.60%
5.44%
Return and Risk Report
Name
Return 1m
Return 3m
Return 12m
Return 3y
Return Incp
Std. Dev. 12m
Std. Dev. 3y
Std. Dev. Incp
Max Drawdown 12m
Max Drawdown 3y
Max Drawdown Incp
Foreign Equity - Long Short Index
1.98%
2.64%
14.50%
4.61%
9.54%
7.05%
8.25%
10.06%
-1.97%
-14.32%
-26.47%
Select International Alpha Fund
0.57%
-1.55%
7.08%
7.08%
8.17%
10.43%
14.36%
12.29%
-4.35%
-18.51%
-30.44%
Acadian Global Equity Long Short-Class A
-2.88%
-2.67%
22.12%
26.34%
30.98%
11.73%
12.26%
40.90%
-4.45%
-4.94%
-15.25%
Apis Global Long/Short W
1.51%
1.04%
11.69%
12.25%
7.66%
7.72%
8.71%
6.29%
-4.26%
-5.85%
-11.68%
Antipodes Global Fund - Class P
0.94%
4.91%
19.42%
13.15%
5.10%
7.34%
7.99%
11.75%
-2.13%
-7.51%
-47.21%
Antipodes Emerging Markets (Managed Fd)
-1.88%
1.45%
7.64%
6.53%
5.55%
11.87%
16.31%
12.99%
-4.74%
-16.75%
-35.27%
K2 Asian Absolute Return
2.04%
4.38%
6.02%
-6.79%
6.02%
10.90%
12.23%
14.21%
-6.49%
-27.64%
-34.38%
Munro Global Growth
2.53%
-9.18%
13.00%
13.32%
12.48%
14.06%
13.20%
11.38%
-11.42%
-11.42%
-22.79%
Platinum European Fund
2.57%
3.07%
10.48%
11.13%
9.78%
9.03%
9.24%
14.42%
-3.79%
-7.01%
-40.08%
Platinum International Fund
-3.91%
-4.37%
-2.07%
5.20%
8.24%
9.69%
8.56%
10.27%
-5.73%
-5.73%
-18.33%
Total Return Summary
Name
Total Return 1m
Total Return 3m
Total Return 12m
Total Return 2y
Total Return 3y
Total Return 5y
Total Return Incp
Foreign Equity - Long Short Index
1.98%
2.64%
14.50%
33.55%
14.46%
53.08%
853.42%
Select International Alpha Fund
0.57%
-1.55%
7.08%
27.81%
22.79%
55.55%
397.37%
Acadian Global Equity Long Short-Class A
-2.88%
-2.67%
22.12%
72.77%
101.67%
168.64%
465.06%
Apis Global Long/Short W
1.51%
1.04%
11.69%
34.67%
41.45%
101.79%
495.61%
Antipodes Global Fund - Class P
0.94%
4.91%
19.42%
26.56%
44.86%
71.29%
252.25%
Antipodes Emerging Markets (Managed Fd)
-1.88%
1.45%
7.64%
16.37%
20.89%
18.92%
70.79%
K2 Asian Absolute Return
2.04%
4.38%
6.02%
11.92%
-19.01%
-4.54%
325.09%
Munro Global Growth
2.53%
-9.18%
13.00%
47.10%
45.53%
70.55%
179.82%
Platinum European Fund
2.57%
3.07%
10.48%
15.81%
37.24%
62.03%
962.04%
Platinum International Fund
-3.91%
-4.37%
-2.07%
2.13%
16.43%
39.31%
642.55%
Rolling Return
12 Month Rolling Return
-71%
-60%
-30%
0%
30%
60%
90%
120%
125%
2003
2005
2007
2009
2011
2013
2015
2017
2019
2021
2023
2025
Foreign Equity - Long Short Index
Acadian Global Equity Long Short-Class A
Antipodes Emerging Markets (Managed Fd)
Antipodes Global Fund - Class P
Apis Global Long/Short W
K2 Asian Absolute Return
Munro Global Growth
PM Capital Global Companies
Platinum Asia
Platinum European Fund
Platinum International Brands Fund
Platinum International Fund
Platinum International Healthcare
Platinum International Technology
Platinum Japan
Select International Alpha Fund
36 Month Rolling Return
-96%
-50%
0%
50%
100%
150%
200%
240%
2005
2007
2009
2011
2013
2015
2017
2019
2021
2023
2025
Foreign Equity - Long Short Index
Acadian Global Equity Long Short-Class A
Antipodes Emerging Markets (Managed Fd)
Antipodes Global Fund - Class P
Apis Global Long/Short W
K2 Asian Absolute Return
Munro Global Growth
PM Capital Global Companies
Platinum Asia
Platinum European Fund
Platinum International Brands Fund
Platinum International Fund
Platinum International Healthcare
Platinum International Technology
Platinum Japan
Select International Alpha Fund
Sharpe Ratio Summary
Name
12m
2y
3y
5y
Incp
Foreign Equity - Long Short Index
Select International Alpha Fund
Acadian Global Equity Long Short-Class A
Apis Global Long/Short W
Antipodes Global Fund - Class P
Antipodes Emerging Markets (Managed Fd)
K2 Asian Absolute Return
Munro Global Growth
Platinum European Fund
Platinum International Fund
Rolling Sharpe Time
Risk/Return
Risk/Return 1 Year
Risk
Performance Return
5.0%
10.0%
15.0%
20.0%
25.0%
-18.9%
-10.0%
0.0%
10.0%
20.0%
30.0%
Foreign Equity - Long Short Index
Acadian Global Equity Long Short-Class A
Antipodes Emerging Markets (Managed Fd)
Antipodes Global Fund - Class P
Apis Global Long/Short W
K2 Asian Absolute Return
Munro Global Growth
PM Capital Global Companies
Platinum Asia
Platinum European Fund
Platinum International Brands Fund
Platinum International Fund
Platinum International Healthcare
Platinum International Technology
Platinum Japan
Select International Alpha Fund
Average Risk/Return
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Ave. Return 9.35%
Ave. Risk
11.28%
Risk/Return 2 Year
Risk
Performance Return
5.0%
10.0%
15.0%
20.0%
25.0%
-8.1%
0.0%
10.0%
20.0%
30.0%
Foreign Equity - Long Short Index
Acadian Global Equity Long Short-Class A
Antipodes Emerging Markets (Managed Fd)
Antipodes Global Fund - Class P
Apis Global Long/Short W
K2 Asian Absolute Return
Munro Global Growth
PM Capital Global Companies
Platinum Asia
Platinum European Fund
Platinum International Brands Fund
Platinum International Fund
Platinum International Healthcare
Platinum International Technology
Platinum Japan
Select International Alpha Fund
Average Risk/Return
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Ave. Return 11.1%
Ave. Risk
11.3%
Risk/Return 3 Year
Risk
Performance Return
5.0%
10.0%
15.0%
20.0%
25.0%
-13.5%
-10.0%
0.0%
10.0%
20.0%
30.0%
Foreign Equity - Long Short Index
Acadian Global Equity Long Short-Class A
Antipodes Emerging Markets (Managed Fd)
Antipodes Global Fund - Class P
Apis Global Long/Short W
K2 Asian Absolute Return
Munro Global Growth
PM Capital Global Companies
Platinum Asia
Platinum European Fund
Platinum International Brands Fund
Platinum International Fund
Platinum International Healthcare
Platinum International Technology
Platinum Japan
Select International Alpha Fund
Average Risk/Return
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Ave. Return 9.08%
Ave. Risk
12.55%
Risk/Return Incp
Risk
Performance Return
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
0.0%
10.0%
20.0%
30.0%
Foreign Equity - Long Short Index
Acadian Global Equity Long Short-Class A
Antipodes Emerging Markets (Managed Fd)
Antipodes Global Fund - Class P
Apis Global Long/Short W
K2 Asian Absolute Return
Munro Global Growth
PM Capital Global Companies
Platinum Asia
Platinum European Fund
Platinum International Brands Fund
Platinum International Fund
Platinum International Healthcare
Platinum International Technology
Platinum Japan
Select International Alpha Fund
Average Risk/Return
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Ave. Return 10.06%
Ave. Risk
14.51%
Drawdown
Correlation
Foreign Equity - Long Short Index
Acadian Global Equity Long Short-Class A
Antipodes Emerging Markets (Managed Fd)
Antipodes Global Fund - Class P
Apis Global Long/Short W
K2 Asian Absolute Return
Munro Global Growth
PM Capital Global Companies
Platinum Asia
Platinum European Fund
Platinum International Brands Fund
Platinum International Fund
Platinum International Healthcare
Platinum International Technology
Platinum Japan
Select International Alpha Fund
Foreign Equity - Long Short Index
Acadian Global Equity Long Short-Class A
Antipodes Emerging Markets (Managed Fd)
Antipodes Global Fund - Class P
Apis Global Long/Short W
K2 Asian Absolute Return
Munro Global Growth
PM Capital Global Companies
Platinum Asia
Platinum European Fund
Platinum International Brands Fund
Platinum International Fund
Platinum International Healthcare
Platinum International Technology
Platinum Japan
Select International Alpha Fund
Foreign Equity - Long Short Index
1.00
0.40
0.62
0.80
0.36
0.70
0.50
0.75
0.50
0.81
0.71
0.79
0.56
0.79
0.53
0.71
Acadian Global Equity Long Short-Class A
0.40
1.00
-0.02
0.23
0.02
-0.02
0.14
0.15
-0.13
0.19
0.00
0.04
0.14
0.15
0.08
0.16
Antipodes Emerging Markets (Managed Fd)
0.62
-0.02
1.00
0.61
0.09
0.48
0.25
0.37
0.88
0.33
0.62
0.61
0.26
0.50
0.23
0.23
Antipodes Global Fund - Class P
0.80
0.23
0.61
1.00
0.27
0.47
0.21
0.65
0.46
0.73
0.63
0.84
0.31
0.55
0.48
0.46
Apis Global Long/Short W
0.36
0.02
0.09
0.27
1.00
0.23
0.35
0.29
0.04
0.26
0.23
0.29
0.04
0.33
0.18
0.39
K2 Asian Absolute Return
0.70
-0.02
0.48
0.47
0.23
1.00
0.30
0.70
0.40
0.58
0.47
0.57
0.38
0.60
0.26
0.73
Munro Global Growth
0.50
0.14
0.25
0.21
0.35
0.30
1.00
0.15
0.23
0.24
0.20
0.17
0.45
0.69
0.25
0.44
PM Capital Global Companies
0.75
0.15
0.37
0.65
0.29
0.70
0.15
1.00
0.26
0.79
0.54
0.72
0.28
0.48
0.29
0.65
Platinum Asia
0.50
-0.13
0.88
0.46
0.04
0.40
0.23
0.26
1.00
0.20
0.60
0.57
0.17
0.47
0.11
0.15
Platinum European Fund
0.81
0.19
0.33
0.73
0.26
0.58
0.24
0.79
0.20
1.00
0.66
0.77
0.45
0.57
0.51
0.66
Performance Review
Performance Metrics
value
Last Month
1.98%
3 Months Return
2.64%
1 Year Return
14.50%
3 Years Average Return
4.61%
Since Inc. Average Return
9.54%
1 Year Std. Dev. (Annual)
7.05%
3 Year Std. Dev. (Annual)
8.25%
Since Inc Std. Dev. (Annual)
10.06%
1 Year Max Drawdown
-1.97%
3 Year Max Drawdown
-14.32%
Success Ratios
Performance Metrics
value
Average Winning Month
2.48%
Winning Month (%)
63.64%
Average Losing Month
-2.13%
Best Month
13.91%
Consecutive Winning Month
15
Consecutive Losing Month
4
Losing Months (%)
36.36%
Winning Year (%)
84%
Losing Year (%)
16%
