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
RMGOF (Remgro Limited) NA -2.11% 4.51% -6.82% -6.12% NA NA
Data as of 11/22/2024, Common starting date is 01/10/2014
More Performance Analytics Comparison
Name Start Date End Date
RMGOF (Remgro Limited) 01/10/2014 11/22/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 -2.11 4.51 -6.82 -6.12 NA NA -6.64 12.59 8.59 59.11 -61.32 2.28 -26.00 19.96 -3.15 -17.36 9.72
Sharpe Ratio NA -0.24 0.02 -0.22 -0.22 NA NA -0.48 0.31 0.28 2.05 -0.86 0.05 -0.78 0.59 -0.20 -0.91 0.47
Standard Deviation(%) NA 36.66 26.58 41.75 34.17 NA NA 29.74 27.44 26.10 28.82 71.70 18.30 35.07 32.87 16.67 19.07 21.20
Draw Down(%) NA 14.15 25.25 61.90 73.62 NA NA 14.15 13.88 16.72 0.00 61.90 15.86 37.07 18.08 13.33 17.36 11.44
Yield(%) 0.00 0.51 1.33 1.67 1.28 0.94 0.71 0.48 1.65 1.64 10.23 1.14 2.93 2.17 2.29 1.15 0.00 0.82
Data as of 11/22/2024, Common starting date is 01/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RMGOF (Remgro Limited) -33.60%
Dec 2017 – Dec 2020
-22.51%
Sep 2015 – Sep 2020
-5.43%
Apr 2014 – Apr 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RMGOF (Remgro Limited) 24.83%
Dec 2020 – Dec 2023
-0.68%
Feb 2014 – Feb 2019
-3.82%
Feb 2014 – Feb 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return