Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MURSF (Murray & Roberts Holdings Limited) NA 0.00% -60.85% NA NA NA NA
Data as of 09/26/2025, Common starting date is 04/13/2022
More Performance Analytics Comparison
Name Start Date End Date
MURSF (Murray & Roberts Holdings Limited) 04/13/2022 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022
Annualized Return (%) 0.00 0.00 -60.85 NA NA NA NA 0.00 0.00 -85.71 -80.91
Sharpe Ratio NA -0.08 -0.50 NA NA NA NA -0.10 -0.26 -0.45 -0.73
Standard Deviation(%) NA 36.68 127.37 NA NA NA NA 30.26 25.94 199.97 125.74
Draw Down(%) NA 16.67 95.00 NA NA NA NA 16.67 16.67 88.10 80.91
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 04/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MURSF (Murray & Roberts Holdings Limited) -67.82%
May 2022 – May 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MURSF (Murray & Roberts Holdings Limited) -67.82%
May 2022 – May 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return