Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDVSF (Bidvest Group Ltd) | 2.35% | 3.86% | 0.91% | 12.16% | 1.64% | 8.49% | NA | … | … |
Data as of 03/27/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDVSF (Bidvest Group Ltd) | 01/03/2011 | 03/27/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.35 | 3.86 | 0.91 | 12.16 | 1.64 | 8.49 | NA | … | … | 2.35 | -2.49 | 2.25 | 15.09 | 45.76 | 8.28 | -21.08 | 11.09 | -20.48 | 40.12 | -22.99 | 16.77 | 8.85 | 32.26 | 49.26 | -8.22 |
| Sharpe Ratio | NA | -0.39 | -0.22 | 0.36 | 0.00 | NA | NA | … | … | 1.61 | -0.29 | -0.08 | 1.23 | 0.76 | 0.44 | -0.39 | 0.29 | -0.60 | 1.30 | -0.20 | 0.38 | 0.35 | 0.87 | 1.75 | -0.22 |
| Standard Deviation(%) | NA | 14.41 | 10.82 | 26.80 | 50.78 | NA | NA | … | … | 4.80 | 17.59 | 12.36 | 9.36 | 45.27 | 24.71 | 54.40 | 33.27 | 36.67 | 30.50 | 118.85 | 44.19 | 24.94 | 36.92 | 28.43 | 37.50 |
| Draw Down(%) | NA | 6.76 | 7.65 | 19.19 | 70.62 | NA | NA | … | … | 0.00 | 6.76 | 7.65 | 1.52 | 19.19 | 14.56 | 52.65 | 24.97 | 41.01 | 21.68 | 70.36 | 32.41 | 17.20 | 25.04 | 12.58 | 20.36 |
| Yield(%) | 0.00 | 1.96 | 2.89 | 9.70 | 4.96 | 10.34 | 7.14 | … | … | 2.30 | 1.83 | 3.57 | 3.67 | 35.29 | 1.68 | 1.10 | 3.09 | 2.46 | 2.88 | 24.57 | 34.43 | 2.94 | 28.07 | 14.37 | 10.58 |
Data as of 03/27/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDVSF (Bidvest Group Ltd) |
-16.40%
Jan 2018 – Jan 2021 |
-15.42%
Apr 2015 – Apr 2020 |
2.44%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDVSF (Bidvest Group Ltd) |
43.88%
Jun 2020 – Jun 2023 |
29.09%
Apr 2011 – Apr 2016 |
11.43%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart