Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KHOLY (Koc Holdings AS) | 6.71% | 10.86% | 1.12% | 16.46% | 1.83% | 2.33% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KHOLY (Koc Holdings AS) | 01/21/2010 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.90 | 10.86 | 1.12 | 16.46 | 1.83 | 2.33 | NA | … | … | 6.71 | -18.47 | 9.27 | 9.81 | 113.75 | -22.04 | -14.24 | 32.26 | -44.80 | 28.43 | 5.22 | -27.47 | 30.26 | -20.12 | 96.92 | -37.59 | 53.78 |
| Sharpe Ratio | NA | 0.21 | -0.05 | 0.32 | 0.00 | NA | NA | … | … | 0.34 | -0.52 | 0.15 | 0.13 | 2.61 | -0.40 | -0.31 | 0.87 | -1.02 | 0.95 | 0.14 | -0.80 | 0.99 | -0.51 | 3.36 | -0.82 | 1.40 |
| Standard Deviation(%) | NA | 38.71 | 39.59 | 44.91 | 42.77 | NA | NA | … | … | 40.73 | 40.91 | 38.76 | 48.11 | 43.26 | 55.21 | 47.31 | 35.29 | 45.53 | 29.31 | 36.91 | 34.58 | 30.48 | 39.19 | 29.19 | 45.64 | 40.92 |
| Draw Down(%) | NA | 21.55 | 55.20 | 55.20 | 65.65 | NA | NA | … | … | 19.09 | 30.78 | 42.47 | 26.19 | 32.49 | 41.69 | 51.79 | 31.04 | 59.09 | 23.23 | 35.41 | 34.75 | 23.05 | 42.43 | 22.94 | 46.46 | 20.22 |
| Yield(%) | 0.00 | 4.10 | 4.41 | 6.61 | 2.48 | 2.41 | 2.89 | … | … | 3.82 | 3.44 | 5.16 | 2.05 | 2.64 | 2.81 | 1.80 | 2.64 | 1.69 | 2.40 | 2.81 | 1.47 | 1.89 | 1.55 | 1.89 | 2.69 | 2.58 |
Data as of 06/05/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KHOLY (Koc Holdings AS) |
-25.87%
Oct 2017 – Oct 2020 |
-15.69%
Oct 2015 – Oct 2020 |
-7.07%
Oct 2010 – Oct 2020 |
1.60%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KHOLY (Koc Holdings AS) |
54.69%
May 2021 – May 2024 |
25.59%
May 2019 – May 2024 |
7.06%
Apr 2014 – Apr 2024 |
5.27%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart