Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDVSY (Bidvest Group Ltd PK) | -0.66% | 8.89% | 6.47% | 3.10% | 7.72% | 7.41% | -11.16% | … | … |
Data as of 06/05/2026, Common starting date is 11/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDVSY (Bidvest Group Ltd PK) | 11/23/2001 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.04 | 8.89 | 6.47 | 3.10 | 7.72 | 7.41 | -11.16 | … | … | -0.66 | 7.99 | 4.96 | 12.38 | 9.92 | 14.96 | -26.91 | 9.41 | -17.98 | 39.74 | 81.53 | -16.96 | 4.84 | 2.16 | 41.78 | -18.99 | 45.19 | 66.50 | -98.87 | -5.55 | 41.70 | 11.75 | 107.10 | 53.29 | 124.21 | 0.00 |
| Sharpe Ratio | NA | 0.22 | 0.10 | 0.01 | 0.17 | NA | NA | … | … | -0.14 | 0.18 | 0.04 | 0.26 | 0.26 | 0.48 | -0.49 | 0.23 | -0.42 | 1.19 | 1.33 | -0.51 | 0.18 | 0.08 | 1.51 | -0.47 | 1.54 | 1.23 | -0.25 | -0.38 | 0.97 | 0.44 | 2.02 | 2.73 | 1.36 | 0.00 |
| Standard Deviation(%) | NA | 28.97 | 31.22 | 31.33 | 39.62 | NA | NA | … | … | 29.87 | 29.14 | 31.53 | 34.01 | 32.28 | 31.17 | 55.36 | 34.72 | 45.80 | 33.03 | 61.13 | 33.53 | 26.52 | 27.72 | 27.91 | 40.11 | 29.36 | 53.77 | 403.28 | 23.05 | 39.50 | 21.81 | 52.43 | 19.27 | 90.56 | NA |
| Draw Down(%) | NA | 16.10 | 34.44 | 34.44 | 63.35 | NA | NA | … | … | 16.10 | 22.04 | 18.36 | 21.12 | 29.62 | 25.39 | 51.82 | 28.74 | 43.52 | 20.19 | 19.33 | 33.08 | 18.43 | 23.42 | 12.30 | 28.43 | 17.54 | 41.18 | 98.88 | 18.50 | 31.17 | 17.25 | 11.82 | 3.93 | 25.26 | 0.00 |
| Yield(%) | 0.00 | 4.23 | 3.98 | 3.41 | 8.07 | 7.54 | 0.47 | … | … | 2.17 | 3.65 | 3.67 | 3.66 | 3.85 | 3.78 | 1.24 | 2.90 | 2.44 | 2.88 | 85.90 | 2.67 | 2.98 | 2.89 | 4.50 | 2.83 | 3.40 | 3.26 | 0.04 | 3.12 | 4.22 | 4.12 | 14.43 | 4.98 | 8.16 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDVSY (Bidvest Group Ltd PK) |
-78.73%
Feb 2006 – Feb 2009 |
-53.84%
Dec 2006 – Dec 2011 |
-28.86%
Feb 2006 – Feb 2016 |
-18.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDVSY (Bidvest Group Ltd PK) |
99.16%
Mar 2002 – Mar 2005 |
70.92%
Mar 2002 – Mar 2007 |
21.79%
Feb 2009 – Feb 2019 |
13.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart