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
RIDYF (Ridley Corporation Limited) NA 49.46% 19.18% 33.75% 13.24% NA NA
Data as of 10/06/2025, Common starting date is 04/19/2012
More Performance Analytics Comparison
Name Start Date End Date
RIDYF (Ridley Corporation Limited) 04/19/2012 10/06/2025
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 2012
Annualized Return (%) 0.00 49.46 19.18 33.75 13.24 NA NA 45.97 -22.74 50.10 30.96 56.70 3.61 -28.11 3.97 8.65 -12.39 51.64 7.00 -30.67 -1.67
Sharpe Ratio NA 1.56 0.54 1.12 0.40 NA NA 1.64 -1.12 1.59 1.40 1.94 0.07 -1.21 0.15 0.50 -0.51 1.68 0.27 -0.84 -0.10
Standard Deviation(%) NA 33.13 28.94 28.14 29.22 NA NA 37.72 23.49 29.55 21.24 29.18 49.79 24.50 17.15 15.90 24.82 30.79 25.52 36.70 25.16
Draw Down(%) NA 8.24 27.08 27.08 57.71 NA NA 8.24 27.08 8.89 10.91 11.24 41.89 30.92 11.11 9.09 20.54 7.83 16.05 43.31 20.83
Yield(%) 0.00 7.84 5.40 10.50 5.42 3.16 2.37 2.14 6.21 5.15 5.66 2.90 2.17 3.72 3.09 3.42 2.74 3.42 4.26 5.91 0.00
Data as of 10/06/2025, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RIDYF (Ridley Corporation Limited) -20.86%
Mar 2017 – Mar 2020
-10.50%
Mar 2015 – Mar 2020
4.92%
Jan 2013 – Jan 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RIDYF (Ridley Corporation Limited) 51.68%
Mar 2020 – Mar 2023
36.27%
Aug 2020 – Aug 2025
13.93%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return