Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FANDF (FirstRand Limited) | NA | -0.46% | 85.02% | 89.76% | NA | NA | NA | … | … |
Data as of 05/27/2025, Common starting date is 09/14/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FANDF (FirstRand Limited) | 09/14/2018 | 05/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | -0.46 | 85.02 | 89.76 | NA | NA | NA | … | … | 2.62 | 7.25 | 157.14 | 280.29 | 84.68 | -44.29 | 37.31 | 14.30 |
| Sharpe Ratio | NA | 0.09 | 0.95 | 1.18 | NA | NA | NA | … | … | 0.03 | 0.01 | 1.78 | 3.38 | 1.33 | -0.71 | 0.82 | 2.87 |
| Standard Deviation(%) | NA | 101.95 | 85.99 | 74.09 | NA | NA | NA | … | … | 115.54 | 61.81 | 86.92 | 83.22 | 63.47 | 62.62 | 43.88 | 19.88 |
| Draw Down(%) | NA | 30.30 | 30.30 | 30.30 | NA | NA | NA | … | … | 21.03 | 17.51 | 16.29 | 17.36 | 22.83 | 54.99 | 10.45 | 0.00 |
| Yield(%) | 0.00 | 2.92 | 39.00 | 72.21 | 19.43 | 12.95 | 9.71 | … | … | 0.00 | 3.23 | 58.58 | 105.17 | 15.50 | 1.88 | 33.35 | 2.30 |
Data as of 05/27/2025, Common starting date is 09/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FANDF (FirstRand Limited) |
9.54%
Nov 2018 – Nov 2021 |
60.15%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FANDF (FirstRand Limited) |
163.77%
Jun 2020 – Jun 2023 |
82.75%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart