Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGBLY (Standard Bank Group Ltd PK) | 15.61% | 58.26% | 39.29% | 22.59% | 16.21% | 7.77% | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGBLY (Standard Bank Group Ltd PK) | 01/21/2010 | 06/12/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.76 | 58.26 | 39.29 | 22.59 | 16.21 | 7.77 | NA | … | … | 15.61 | 60.25 | 11.38 | 25.42 | 19.06 | 6.00 | -23.37 | -1.85 | -15.77 | 51.44 | 60.84 | -38.64 | 2.66 | -8.55 | 21.23 | -22.81 | 19.33 |
| Sharpe Ratio | NA | 1.86 | 1.12 | 0.58 | 0.35 | NA | NA | … | … | 1.07 | 1.80 | 0.26 | 0.65 | 0.45 | 0.15 | -0.34 | -0.09 | -0.39 | 1.48 | 1.30 | -0.98 | 0.10 | -0.33 | 0.70 | -0.62 | 0.63 |
| Standard Deviation(%) | NA | 29.94 | 32.13 | 34.44 | 41.08 | NA | NA | … | … | 33.73 | 32.06 | 30.37 | 34.02 | 38.96 | 38.63 | 69.05 | 35.87 | 44.39 | 34.58 | 46.70 | 39.49 | 26.85 | 26.08 | 30.41 | 37.14 | 32.51 |
| Draw Down(%) | NA | 14.83 | 30.24 | 34.59 | 73.21 | NA | NA | … | … | 14.83 | 25.17 | 19.81 | 25.91 | 34.59 | 27.34 | 60.24 | 26.99 | 42.85 | 21.00 | 20.93 | 56.72 | 18.17 | 26.82 | 21.91 | 32.88 | 16.99 |
| Yield(%) | 0.00 | 7.39 | 9.43 | 7.63 | 8.28 | 4.28 | 3.51 | … | … | 2.91 | 7.31 | 7.22 | 7.45 | 7.05 | 4.74 | 2.42 | 5.55 | 4.57 | 5.80 | 7.03 | 4.29 | 4.21 | 3.58 | 5.12 | 3.36 | 3.69 |
Data as of 06/12/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGBLY (Standard Bank Group Ltd PK) |
-18.85%
Mar 2018 – Mar 2021 |
-14.31%
Apr 2015 – Apr 2020 |
-6.09%
Apr 2010 – Apr 2020 |
3.76%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGBLY (Standard Bank Group Ltd PK) |
46.09%
May 2023 – May 2026 |
26.97%
Apr 2021 – Apr 2026 |
18.10%
Feb 2016 – Feb 2026 |
7.88%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart