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
CLCGY (Clicks Group Ltd) -27.49% -30.90% 6.48% -3.65% 9.02% 3.35% NA
Data as of 06/04/2026, Common starting date is 06/08/2010
More Performance Analytics Comparison
Name Start Date End Date
CLCGY (Clicks Group Ltd) 06/08/2010 06/04/2026
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 (%) -4.78 -30.90 6.48 -3.65 9.02 3.35 NA -27.49 5.08 13.59 14.98 -18.24 17.64 -5.32 37.41 -7.29 81.83 51.55 -14.58 16.68 -60.05 45.77 -12.66 55.76
Sharpe Ratio NA -1.19 0.18 -0.16 0.23 NA NA -1.55 0.09 0.33 0.34 -0.60 0.49 -0.12 0.88 -0.18 2.73 1.23 -0.33 0.44 -0.74 1.31 -0.27 3.45
Standard Deviation(%) NA 28.52 30.64 32.51 37.02 NA NA 35.26 25.91 30.54 33.61 33.07 36.11 46.72 40.70 48.49 29.89 41.65 43.83 37.90 81.73 35.11 47.36 33.97
Draw Down(%) NA 31.99 33.82 44.33 44.33 NA NA 29.85 17.15 15.22 28.22 29.00 21.16 35.35 19.04 40.05 17.16 20.06 37.48 17.91 67.67 17.90 34.13 5.86
Yield(%) 0.00 2.47 3.38 2.06 4.47 4.46 5.18 1.96 2.20 2.16 2.32 1.67 2.36 1.30 2.08 1.86 2.48 2.84 2.52 2.57 2.19 2.87 2.55 0.96
Data as of 06/04/2026, Common starting date is 06/08/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLCGY (Clicks Group Ltd) -26.43%
Dec 2012 – Dec 2015
-13.39%
Jan 2011 – Jan 2016
2.44%
Dec 2012 – Dec 2022
3.31%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLCGY (Clicks Group Ltd) 42.20%
Jan 2016 – Jan 2019
27.15%
Dec 2015 – Dec 2020
17.15%
Sep 2014 – Sep 2024
7.89%
Jul 2010 – Jul 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return