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
PROSY (Prosus NV ADR) -24.92% -8.46% 13.00% -0.45% NA NA NA
Data as of 06/03/2026, Common starting date is 02/25/2020
More Performance Analytics Comparison
Name Start Date End Date
PROSY (Prosus NV ADR) 02/25/2020 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
Annualized Return (%) 1.98 -8.46 13.00 -0.45 NA NA NA -24.92 56.01 33.79 -5.48 -17.56 -22.56 46.56
Sharpe Ratio NA -0.46 0.29 -0.08 NA NA NA -1.43 1.70 1.07 -0.24 -0.30 -0.59 1.32
Standard Deviation(%) NA 31.19 32.92 42.39 NA NA NA 39.01 31.48 28.24 38.98 63.85 38.56 42.61
Draw Down(%) NA 38.96 38.96 62.13 NA NA NA 31.80 21.05 15.24 30.86 55.05 41.52 28.73
Yield(%) 0.00 0.30 0.16 0.11 0.10 0.07 0.05 0.00 0.38 0.37 0.10 0.17 0.11 0.18
Data as of 06/03/2026, Common starting date is 02/25/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PROSY (Prosus NV ADR) -18.85%
Feb 2021 – Feb 2024
-1.77%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PROSY (Prosus NV ADR) 51.45%
Oct 2022 – Oct 2025
10.99%
Sep 2020 – Sep 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return