Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRRAY (Barloworld Ltd ADR) | -0.64% | 161.74% | 50.50% | 35.49% | 24.58% | 9.35% | 7.56% | … | … |
Data as of 01/30/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRRAY (Barloworld Ltd ADR) | 11/19/1996 | 01/30/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 161.74 | 50.50 | 35.49 | 24.58 | 9.35 | 7.56 | … | … | -0.64 | 233.02 | 26.57 | -5.15 | -31.33 | 55.65 | -25.52 | 9.68 | -34.64 | 65.87 | 128.09 | -52.98 | -8.63 | -7.82 | 15.04 | -6.33 | 70.86 | 37.77 | -72.97 | 45.72 | 51.97 | -1.21 | 71.06 | 70.41 | 64.24 | -23.64 | -26.67 | 100.00 | -54.55 | -5.71 | -4.44 |
| Sharpe Ratio | NA | 1.58 | 0.53 | 0.40 | 0.31 | NA | NA | … | … | -4.34 | 2.18 | 0.23 | -0.14 | -0.43 | 0.98 | -0.38 | 0.10 | -0.47 | 1.84 | 2.24 | -1.29 | -0.34 | -0.22 | 0.40 | -0.20 | 1.74 | 0.72 | -0.83 | 0.32 | 1.30 | -0.07 | 2.28 | 1.60 | 1.40 | -0.50 | -0.49 | 1.25 | -0.75 | -0.23 | -1.67 |
| Standard Deviation(%) | NA | 100.43 | 89.75 | 82.47 | 74.71 | NA | NA | … | … | 2.28 | 106.09 | 98.83 | 62.98 | 77.12 | 56.63 | 67.16 | 82.66 | 77.60 | 35.65 | 57.03 | 40.97 | 25.28 | 35.26 | 37.58 | 31.23 | 40.71 | 52.69 | 88.44 | 132.07 | 37.52 | 48.17 | 30.75 | 43.56 | 44.93 | 52.85 | 63.43 | 77.41 | 77.75 | 40.76 | 22.32 |
| Draw Down(%) | NA | 24.07 | 39.01 | 53.38 | 80.10 | NA | NA | … | … | 0.64 | 24.07 | 25.41 | 30.99 | 48.43 | 26.35 | 63.98 | 31.32 | 54.23 | 20.79 | 17.41 | 55.51 | 27.57 | 32.09 | 42.08 | 31.12 | 25.08 | 49.31 | 78.26 | 46.33 | 30.21 | 26.58 | 12.84 | 19.84 | 22.92 | 40.00 | 42.65 | 28.57 | 70.37 | 40.57 | 8.53 |
| Yield(%) | 0.00 | 1.12 | 3.32 | 10.55 | 12.78 | 3.92 | 5.51 | … | … | 0.00 | 4.06 | 3.82 | 24.68 | 10.59 | 3.85 | 4.18 | 4.14 | 2.32 | 3.31 | 6.05 | 3.21 | 3.02 | 2.60 | 2.26 | 1.47 | 1.98 | 4.13 | 2.34 | 59.17 | 4.37 | 3.97 | 4.67 | 6.82 | 5.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/30/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRRAY (Barloworld Ltd ADR) |
-31.02%
Mar 2006 – Mar 2009 |
-16.72%
Feb 2011 – Feb 2016 |
-7.13%
Jan 2006 – Jan 2016 |
-4.84%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRRAY (Barloworld Ltd ADR) |
68.54%
Dec 2001 – Dec 2004 |
53.31%
Oct 2002 – Oct 2007 |
24.05%
Dec 2015 – Dec 2025 |
14.61%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart