Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNY (MoneyHero Limited Class A Ordinary Shares) | NA | 42.68% | -51.44% | -35.19% | -19.85% | -13.72% | -10.48% | … | … |
Data as of 06/15/2026, Common starting date is 11/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNY (MoneyHero Limited Class A Ordinary Shares) | 11/11/1998 | 06/15/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 42.68 | -51.44 | -35.19 | -19.85 | -13.72 | -10.48 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/15/2026, Common starting date is 11/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNY (MoneyHero Limited Class A Ordinary Shares) |
-65.10%
Oct 2020 – Oct 2023 |
-53.03%
Jun 2020 – Jun 2025 |
-30.79%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNY (MoneyHero Limited Class A Ordinary Shares) |
17.47%
Mar 1999 – Mar 2002 |
4.80%
Mar 1999 – Mar 2004 |
-23.41%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
