Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FANDY (FirstRand Ltd ADR) | 4.10% | 46.13% | 21.47% | 15.94% | 11.18% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FANDY (FirstRand Ltd ADR) | 05/03/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.05 | 46.13 | 21.47 | 15.94 | 11.18 | NA | NA | … | … | 4.10 | 43.43 | 6.24 | 16.86 | 3.67 | 6.69 | -18.29 | 3.09 | -10.65 | 47.97 | 41.11 | -29.99 | 30.76 | -0.71 |
| Sharpe Ratio | NA | 1.21 | 0.36 | 0.23 | 0.18 | NA | NA | … | … | 0.17 | 1.14 | 0.05 | 0.19 | 0.03 | 0.08 | -0.22 | 0.03 | -0.24 | 1.11 | 0.74 | -0.89 | 1.10 | -0.03 |
| Standard Deviation(%) | NA | 35.93 | 51.00 | 59.34 | 59.30 | NA | NA | … | … | 47.19 | 35.86 | 53.97 | 68.70 | 67.62 | 79.75 | 83.52 | 52.60 | 50.30 | 42.69 | 55.31 | 33.73 | 27.98 | 41.71 |
| Draw Down(%) | NA | 17.77 | 30.36 | 40.81 | 68.86 | NA | NA | … | … | 17.77 | 18.43 | 20.64 | 26.51 | 40.81 | 23.69 | 58.82 | 32.73 | 38.06 | 26.16 | 21.10 | 37.07 | 20.01 | 30.95 |
| Yield(%) | 0.00 | 3.56 | 5.30 | 5.50 | 5.72 | 4.30 | 3.22 | … | … | 0.00 | 6.42 | 6.57 | 5.83 | 6.86 | 2.16 | 2.00 | 4.39 | 3.78 | 4.98 | 5.38 | 3.75 | 4.74 | 2.29 |
Data as of 06/03/2026, Common starting date is 05/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FANDY (FirstRand Ltd ADR) |
-16.28%
Aug 2017 – Aug 2020 |
-9.80%
Apr 2015 – Apr 2020 |
2.28%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FANDY (FirstRand Ltd ADR) |
34.72%
Jan 2016 – Jan 2019 |
22.14%
Oct 2020 – Oct 2025 |
15.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart