Net IDX USD Ann. Return
11.80%
After tax & FX drift
Net US Ann. Return
10.50%
After dividend withholding
Annualized FX Drag
1.30%
IDR vs USD Inflation Drag
Breakeven USD/IDR Rate
17,284
At end of holding period
Indonesian Equity (IDX)
US Market Equity (S&P/NASDAQ)
Macroeconomic & FX Parity Controls
5-Year Holding Period
Net Cumulative Growth Trajectory (USD Basis)
Initial Portfolio: $10,000 USD Equivalent
Cross-Border Parity & Fundamental Comparison Matrix
| Metric / Factor | IDX Asset (BBCA.JK) | US Asset (AAPL) | Delta / Advantage |
|---|---|---|---|
| Nominal Local Compound EPS Growth | 12.00% | 10.00% | +2.00% IDX |
| Gross Dividend Yield | 2.80% | 0.50% | +2.30% IDX |
| Withholding Tax Drag on Dividends | -0.56% | -0.08% | -0.48% Drag |
| Inflation Parity FX Depreciation Drag | -1.30% | 0.00% | -1.30% Drag |
| Net USD Annualized Expected Return | 11.80% | 10.50% | +1.30% IDX Surplus |
| Projected Terminal Spot FX Rate | 17,284 IDR per USD (at year 5) | Breakeven: 17,284 IDR | |