Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDBKY (Nedbank Group) | 2.23% | 21.75% | 21.91% | 13.82% | 9.47% | 4.29% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDBKY (Nedbank Group) | 01/20/2010 | 06/04/2026 |
| 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 (%) | -0.13 | 21.75 | 21.91 | 13.82 | 9.47 | 4.29 | NA | … | … | 2.23 | 18.84 | 36.26 | 4.82 | 21.49 | 26.34 | -37.84 | -15.62 | -1.55 | 27.41 | 48.55 | -39.91 | 11.51 | -7.24 | 32.92 | -9.23 | 27.60 |
| Sharpe Ratio | NA | 0.51 | 0.64 | 0.37 | 0.20 | NA | NA | … | … | 0.14 | 0.51 | 1.04 | 0.03 | 0.50 | 0.64 | -0.47 | -0.51 | -0.07 | 0.81 | 1.06 | -1.09 | 0.40 | -0.27 | 1.08 | -0.24 | 0.87 |
| Standard Deviation(%) | NA | 32.90 | 32.99 | 35.07 | 43.27 | NA | NA | … | … | 37.86 | 31.14 | 31.25 | 33.67 | 40.25 | 41.35 | 80.22 | 33.30 | 43.30 | 32.99 | 45.66 | 36.62 | 28.60 | 27.09 | 30.67 | 38.74 | 33.59 |
| Draw Down(%) | NA | 22.77 | 34.14 | 34.14 | 82.85 | NA | NA | … | … | 22.77 | 25.73 | 17.07 | 22.15 | 30.63 | 26.28 | 73.76 | 33.62 | 37.86 | 28.03 | 20.50 | 50.96 | 15.85 | 26.07 | 13.54 | 29.49 | 20.36 |
| Yield(%) | 0.00 | 8.88 | 10.00 | 8.37 | 7.17 | 4.28 | 4.36 | … | … | 4.23 | 7.74 | 9.38 | 7.33 | 8.75 | 3.35 | 2.80 | 5.23 | 5.02 | 5.43 | 6.74 | 4.39 | 4.55 | 3.76 | 4.86 | 3.67 | 3.63 |
Data as of 06/04/2026, Common starting date is 01/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDBKY (Nedbank Group) |
-33.54%
Mar 2017 – Mar 2020 |
-21.55%
Mar 2015 – Mar 2020 |
-9.38%
Mar 2010 – Mar 2020 |
2.20%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDBKY (Nedbank Group) |
46.92%
Mar 2020 – Mar 2023 |
34.27%
Mar 2020 – Mar 2025 |
12.89%
Feb 2016 – Feb 2026 |
6.37%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart