Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAHMF (Mahindra & Mahindra Limited) | -19.98% | -4.49% | 24.64% | 23.48% | 13.17% | 11.28% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAHMF (Mahindra & Mahindra Limited) | 10/18/2010 | 06/03/2026 |
| 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 (%) | 0.00 | -4.49 | 24.64 | 23.48 | 13.17 | 11.28 | NA | … | … | -19.98 | 8.60 | 99.09 | 25.08 | 40.51 | 7.75 | 33.04 | -28.71 | -6.55 | 35.43 | -5.39 | -3.37 | 26.68 | -4.54 | 32.63 | -26.96 | 9.23 |
| Sharpe Ratio | NA | -0.23 | 0.39 | 0.35 | 0.10 | NA | NA | … | … | -1.15 | 0.16 | 1.05 | 0.32 | 0.76 | 0.04 | 0.14 | -0.25 | -0.15 | 1.01 | -0.20 | -0.09 | 0.80 | -0.10 | 0.87 | -0.55 | 2.01 |
| Standard Deviation(%) | NA | 30.68 | 63.41 | 60.13 | 114.88 | NA | NA | … | … | 38.87 | 36.24 | 90.88 | 68.01 | 51.75 | 194.70 | 239.72 | 118.68 | 51.87 | 34.55 | 27.64 | 37.05 | 33.16 | 46.75 | 37.97 | 48.92 | 26.56 |
| Draw Down(%) | NA | 29.55 | 29.55 | 29.55 | 79.94 | NA | NA | … | … | 25.14 | 22.50 | 23.73 | 20.75 | 22.45 | 67.78 | 69.28 | 57.82 | 36.50 | 15.79 | 23.65 | 21.59 | 22.44 | 37.74 | 25.22 | 29.34 | 5.54 |
| Yield(%) | 0.00 | 0.85 | 0.96 | 1.30 | 1.19 | 1.56 | 1.09 | … | … | 0.00 | 0.77 | 0.00 | 1.30 | 1.34 | 1.17 | 0.41 | 1.10 | 0.93 | 1.10 | 0.96 | 0.92 | 1.58 | 1.32 | 1.76 | 1.51 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAHMF (Mahindra & Mahindra Limited) |
-25.78%
Apr 2017 – Apr 2020 |
-15.15%
Apr 2015 – Apr 2020 |
2.54%
Dec 2010 – Dec 2020 |
11.18%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAHMF (Mahindra & Mahindra Limited) |
58.05%
Apr 2020 – Apr 2023 |
55.22%
Apr 2020 – Apr 2025 |
17.87%
Jan 2016 – Jan 2026 |
13.20%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart