Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDBKF (Nedbank Group Limited) | 32.11% | 43.46% | 27.47% | 40.86% | 18.95% | NA | NA | … | … |
Data as of 04/10/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDBKF (Nedbank Group Limited) | 08/06/2012 | 04/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.99 | 43.46 | 27.47 | 40.86 | 18.95 | NA | NA | … | … | 32.11 | -6.80 | 50.50 | 5.84 | 125.74 | 23.89 | -38.32 | -28.07 | 31.54 | 71.06 | -2.91 | -28.41 | 5.24 | -18.71 | 0.00 |
| Sharpe Ratio | NA | 1.28 | 0.54 | 0.69 | 0.29 | NA | NA | … | … | 3.74 | -0.33 | 1.03 | 0.04 | 1.31 | 0.75 | -0.29 | -1.03 | 1.30 | 1.31 | -0.13 | -0.51 | 1.45 | -0.90 | 0.00 |
| Standard Deviation(%) | NA | 31.90 | 44.60 | 56.04 | 62.03 | NA | NA | … | … | 46.57 | 29.95 | 45.71 | 55.39 | 90.42 | 32.93 | 133.91 | 28.70 | 23.34 | 53.85 | 23.88 | 56.10 | 3.61 | 20.71 | NA |
| Draw Down(%) | NA | 15.60 | 32.77 | 32.77 | 81.12 | NA | NA | … | … | 0.00 | 20.55 | 15.39 | 25.68 | 30.23 | 9.78 | 73.75 | 28.07 | 0.00 | 4.62 | 18.65 | 42.83 | 0.00 | 18.71 | 0.00 |
| Yield(%) | 0.00 | 8.48 | 9.49 | 26.35 | 13.86 | 5.16 | 3.87 | … | … | 4.87 | 7.28 | 9.43 | 7.96 | 73.00 | 0.00 | 2.31 | 4.27 | 5.48 | 8.22 | 6.27 | 0.00 | 5.17 | 0.00 | 0.00 |
Data as of 04/10/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDBKF (Nedbank Group Limited) |
-36.09%
Mar 2017 – Mar 2020 |
-24.37%
Mar 2015 – Mar 2020 |
4.34%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDBKF (Nedbank Group Limited) |
89.88%
Apr 2020 – Apr 2023 |
56.34%
Apr 2020 – Apr 2025 |
20.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart