Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITCFY (Investec Ltd ADR) | 25.78% | 16.63% | 28.70% | 38.43% | 12.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITCFY (Investec Ltd ADR) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.63 | 28.70 | 38.43 | 12.54 | NA | NA | … | … | 25.78 | -7.28 | 47.02 | 2.31 | 52.29 | 103.57 | -39.10 | -1.98 | -14.40 | 10.73 | 0.72 | -14.99 | 28.06 | 7.63 | 13.29 |
| Sharpe Ratio | NA | 0.32 | 0.28 | 0.40 | 0.12 | NA | NA | … | … | 2.54 | -0.08 | 0.58 | -0.02 | 0.76 | 1.02 | -0.19 | -0.50 | -0.65 | 1.56 | 0.02 | -0.70 | 1.53 | 0.30 | 1.05 |
| Standard Deviation(%) | NA | 43.54 | 91.97 | 90.66 | 91.08 | NA | NA | … | … | 28.61 | 129.30 | 75.10 | 63.25 | 67.62 | 101.52 | 202.46 | 6.87 | 24.52 | 6.50 | 21.55 | 21.51 | 18.36 | 25.57 | 25.46 |
| Draw Down(%) | NA | 18.84 | 35.82 | 35.91 | 77.31 | NA | NA | … | … | 2.57 | 35.82 | 19.63 | 24.99 | 34.63 | 35.91 | 73.14 | 5.25 | 24.13 | 0.00 | 15.88 | 21.64 | 4.28 | 22.22 | 12.17 |
| Yield(%) | 0.00 | 6.11 | 8.81 | 17.57 | 6.61 | 5.96 | 4.47 | … | … | 0.00 | 6.11 | 7.48 | 6.55 | 15.30 | 10.00 | 16.59 | 5.15 | 4.14 | 4.74 | 4.49 | 3.46 | 4.48 | 3.90 | 3.86 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITCFY (Investec Ltd ADR) |
-28.54%
Sep 2017 – Sep 2020 |
-17.98%
Sep 2015 – Sep 2020 |
3.06%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITCFY (Investec Ltd ADR) |
63.81%
Sep 2020 – Sep 2023 |
47.82%
Sep 2020 – Sep 2025 |
12.54%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart