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
MCHOY (MultiChoice Group Ltd ADR) NA 12.85% -1.20% -3.92% NA NA NA
Data as of 12/11/2025, Common starting date is 03/06/2019
More Performance Analytics Comparison
Name Start Date End Date
MCHOY (MultiChoice Group Ltd ADR) 03/06/2019 12/11/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) 0.00 12.85 -1.20 -3.92 NA NA NA 13.64 38.83 -39.41 -6.42 -11.14 18.45 14.63
Sharpe Ratio NA 0.30 -0.12 -0.15 NA NA NA 0.36 0.80 -0.98 -0.19 -0.28 0.36 0.50
Standard Deviation(%) NA 32.54 40.88 40.52 NA NA NA 32.53 44.00 44.20 41.45 39.57 50.26 32.98
Draw Down(%) NA 17.13 57.42 62.14 NA NA NA 17.13 18.28 57.42 31.15 34.05 47.29 22.03
Yield(%) 0.00 0.00 0.00 1.64 1.49 0.99 0.74 0.00 0.00 0.00 4.38 4.26 4.16 0.00
Data as of 12/11/2025, Common starting date is 03/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCHOY (MultiChoice Group Ltd ADR) -21.73%
Nov 2020 – Nov 2023
-6.32%
Jun 2019 – Jun 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCHOY (MultiChoice Group Ltd ADR) 19.65%
Mar 2020 – Mar 2023
9.15%
May 2020 – May 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return