Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CKHGY (Capitec Bank Holdings Ltd ADR) | 5.04% | 36.53% | 53.55% | 21.43% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CKHGY (Capitec Bank Holdings Ltd ADR) | 03/28/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 36.53 | 53.55 | 21.43 | NA | NA | NA | … | … | 5.04 | 57.28 | 53.14 | 4.22 | -13.31 | 54.89 | -19.82 | 52.95 | -21.87 | 45.94 |
| Sharpe Ratio | NA | 1.06 | 1.67 | 0.23 | NA | NA | NA | … | … | 0.15 | 1.88 | 1.66 | 0.01 | -0.11 | 0.59 | -0.16 | 1.21 | -0.47 | 1.44 |
| Standard Deviation(%) | NA | 30.45 | 32.32 | 71.03 | NA | NA | NA | … | … | 35.97 | 29.11 | 29.82 | 48.51 | 133.03 | 93.38 | 124.52 | 42.45 | 49.26 | 44.18 |
| Draw Down(%) | NA | 19.92 | 27.03 | 57.07 | NA | NA | NA | … | … | 19.92 | 21.98 | 13.12 | 36.49 | 49.10 | 19.82 | 62.64 | 30.00 | 31.08 | 15.87 |
| Yield(%) | 0.00 | 2.41 | 4.72 | 2.70 | 3.12 | 2.08 | 1.56 | … | … | 1.29 | 2.39 | 2.80 | 2.18 | 1.38 | 2.31 | 0.00 | 1.84 | 1.35 | 1.52 |
Data as of 06/10/2026, Common starting date is 03/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CKHGY (Capitec Bank Holdings Ltd ADR) |
-11.35%
Jul 2017 – Jul 2020 |
0.84%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CKHGY (Capitec Bank Holdings Ltd ADR) |
63.13%
May 2023 – May 2026 |
36.05%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart