Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KARO (Karooooo Ltd.) | 3.56% | -16.38% | 30.94% | 6.83% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KARO (Karooooo Ltd.) | 04/05/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | -16.38 | 30.94 | 6.83 | NA | NA | NA | … | … | 3.56 | 7.75 | 91.47 | 8.00 | -41.49 | 21.01 |
| Sharpe Ratio | NA | -0.30 | 0.53 | 0.10 | NA | NA | NA | … | … | 0.26 | 0.10 | 1.38 | 0.10 | -0.67 | 0.58 |
| Standard Deviation(%) | NA | 48.48 | 52.78 | 53.93 | NA | NA | NA | … | … | 38.07 | 52.20 | 63.66 | 45.96 | 64.46 | 49.87 |
| Draw Down(%) | NA | 32.31 | 32.31 | 51.66 | NA | NA | NA | … | … | 16.42 | 32.31 | 22.89 | 32.74 | 50.47 | 30.46 |
| Yield(%) | 0.00 | 2.16 | 4.61 | 1.99 | 1.12 | 0.75 | 0.56 | … | … | 0.00 | 2.73 | 4.44 | 3.63 | 1.63 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KARO (Karooooo Ltd.) |
-6.23%
May 2021 – May 2024 |
7.69%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KARO (Karooooo Ltd.) |
38.05%
Sep 2022 – Sep 2025 |
7.69%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart