Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVTJF (Investec Group) | NA | 8.88% | 14.74% | 33.97% | 2.06% | NA | NA | … | … |
Data as of 06/12/2025, Common starting date is 08/25/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVTJF (Investec Group) | 08/25/2010 | 06/12/2025 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.88 | 14.74 | 33.97 | 2.06 | NA | NA | … | … | -3.30 | 10.44 | 19.11 | 25.00 | 111.17 | -57.81 | 0.07 | -0.80 | 15.80 | -12.67 | -6.36 | 27.71 | 14.46 | 15.20 | -36.10 | 16.43 |
| Sharpe Ratio | NA | 0.11 | 0.34 | 0.85 | 0.01 | NA | NA | … | … | -0.07 | 0.47 | 0.51 | 0.63 | 2.26 | -0.48 | -0.10 | -0.07 | 0.76 | -0.56 | -0.30 | 0.82 | 0.63 | 0.48 | -0.38 | 0.65 |
| Standard Deviation(%) | NA | 49.61 | 33.22 | 37.71 | 49.35 | NA | NA | … | … | 120.49 | 17.74 | 30.59 | 37.32 | 49.18 | 120.49 | 14.52 | 32.51 | 19.94 | 23.06 | 21.48 | 33.87 | 23.05 | 31.72 | 92.94 | 88.32 |
| Draw Down(%) | NA | 18.82 | 18.82 | 29.52 | 81.32 | NA | NA | … | … | 17.07 | 2.12 | 14.15 | 29.52 | 7.77 | 75.20 | 10.58 | 27.39 | 14.44 | 18.60 | 22.66 | 12.65 | 12.53 | 21.60 | 37.64 | 5.83 |
| Yield(%) | 0.00 | 0.00 | 4.11 | 8.08 | 2.79 | 2.84 | 2.13 | … | … | 0.00 | 0.00 | 6.45 | 5.36 | 2.83 | 1.00 | 4.00 | 3.83 | 9.00 | 3.03 | 4.81 | 3.66 | 3.38 | 0.00 | 1.08 | 0.00 |
Data as of 06/12/2025, Common starting date is 08/25/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTJF (Investec Group) |
-34.12%
Sep 2017 – Sep 2020 |
-23.01%
Jul 2015 – Jul 2020 |
-8.11%
Feb 2011 – Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTJF (Investec Group) |
56.69%
Sep 2020 – Sep 2023 |
33.39%
May 2020 – May 2025 |
5.21%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart