Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KPGHF (Kelly Partners Group Holdings Limited) | -50.73% | -63.33% | -2.53% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/24/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPGHF (Kelly Partners Group Holdings Limited) | 08/24/2022 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.14 | -63.33 | -2.53 | NA | NA | NA | NA | … | … | -50.73 | -15.96 | 110.07 | 4.40 | -12.98 |
| Sharpe Ratio | NA | -1.23 | -0.11 | NA | NA | NA | NA | … | … | -1.18 | -0.32 | 2.37 | 0.01 | -1.86 |
| Standard Deviation(%) | NA | 53.76 | 52.49 | NA | NA | NA | NA | … | … | 69.43 | 58.86 | 44.22 | 26.51 | 18.86 |
| Draw Down(%) | NA | 64.48 | 69.45 | NA | NA | NA | NA | … | … | 53.44 | 40.14 | 13.68 | 14.95 | 13.26 |
| Yield(%) | 0.00 | 0.00 | 0.30 | 0.34 | 0.17 | 0.11 | 0.08 | … | … | 0.00 | 0.00 | 0.17 | 1.08 | 0.57 |
Data as of 06/12/2026, Common starting date is 08/24/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPGHF (Kelly Partners Group Holdings Limited) |
-1.71%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| KPGHF (Kelly Partners Group Holdings Limited) |
27.40%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart