Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MAOTF (Itissalat Al-Maghrib (IAM) S.A) NA 1.05% 2.43% 2.79% 34.44% NA NA
Data as of 09/26/2025, Common starting date is 05/23/2013
More Performance Analytics Comparison
Name Start Date End Date
MAOTF (Itissalat Al-Maghrib (IAM) S.A) 05/23/2013 09/26/2025
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
Annualized Return (%) 0.00 1.05 2.43 2.79 34.44 NA NA 1.05 3.14 3.11 3.63 3.03 4.16 85.70 134.18 98.76 106.79 79.29 155.51 -12.00
Sharpe Ratio NA -1.91 -0.44 0.22 0.76 NA NA -1.29 -0.16 -0.26 0.62 1.01 0.96 1.36 1.85 1.43 1.51 1.14 2.04 -1.22
Standard Deviation(%) NA 1.05 2.26 2.72 43.48 NA NA 1.22 3.09 2.17 3.57 2.98 4.07 61.89 72.14 68.83 70.70 69.39 76.06 15.65
Draw Down(%) NA 0.00 0.00 0.00 9.71 NA NA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 9.71 1.49 14.46
Yield(%) 0.00 1.04 2.37 2.71 20.60 25.14 18.86 1.04 3.04 3.04 3.50 2.94 4.00 46.15 50.63 49.69 50.68 49.64 52.45 57.69
Data as of 09/26/2025, Common starting date is 05/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAOTF (Itissalat Al-Maghrib (IAM) S.A) 2.21%
Jul 2020 – Jul 2023
2.57%
Jul 2020 – Jul 2025
34.30%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAOTF (Itissalat Al-Maghrib (IAM) S.A) 112.71%
Nov 2015 – Nov 2018
113.24%
Oct 2013 – Oct 2018
57.53%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return