Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FHNGY (The Foschini Group Limited) | -18.35% | 0.95% | 1.35% | NA | NA | NA | NA | -8.65% |
Data as of 07/22/2025, AR inception is 07/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHNGY (The Foschini Group Limited) | 07/27/2021 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 0.95 | 1.35 | NA | NA | NA | NA | -8.65 | -18.35 | 56.86 | 5.47 | -24.98 | -24.79 |
| Sharpe Ratio | NA | -0.10 | 0.00 | NA | NA | NA | NA | -0.15 | -0.70 | 1.08 | 0.03 | -0.37 | -0.77 |
| Standard Deviation(%) | NA | 46.46 | 61.55 | NA | NA | NA | NA | 62.39 | 49.46 | 49.20 | 71.14 | 70.86 | 62.38 |
| Draw Down(%) | NA | 46.13 | 52.71 | NA | NA | NA | NA | 62.92 | 39.14 | 23.16 | 40.54 | 46.27 | 35.90 |
| Yield(%) | 1.79 | 2.97 | 2.65 | 1.70 | 0.85 | 0.57 | 0.42 | 2.83 | 2.40 | 3.22 | 3.03 | 3.83 | 0.00 |
Data as of 07/22/2025, AR inception is 07/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHNGY (The Foschini Group Limited) |
-9.62%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHNGY (The Foschini Group Limited) |
10.66%
Nov 2021 - Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart