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
SASOF (Sasol Limited) 116.89% 188.86% 5.91% 34.99% 20.57% NA NA
Data as of 06/03/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
Name Start Date End Date
SASOF (Sasol Limited) 09/26/2012 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 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 188.86 5.91 34.99 20.57 NA NA 116.89 37.70 -53.02 -34.00 403.59 92.01 -53.70 -14.39 8.71 17.99 117.90 36.68 -18.25 85.72 -12.58
Sharpe Ratio NA 3.97 0.04 0.36 0.22 NA NA 7.97 0.45 -0.93 -0.76 2.32 1.74 -0.35 -0.22 0.20 0.72 1.88 0.54 -0.60 2.16 -1.77
Standard Deviation(%) NA 64.01 67.70 96.56 90.57 NA NA 70.56 78.39 63.91 50.74 174.58 52.91 154.26 72.22 37.51 24.20 62.67 68.48 30.57 39.60 23.21
Draw Down(%) NA 21.93 77.16 82.24 95.80 NA NA 6.88 41.31 55.96 46.50 29.13 24.59 92.60 46.75 26.58 11.40 23.47 25.11 35.12 6.30 14.35
Yield(%) 0.00 0.00 1.80 18.93 13.14 12.14 9.10 0.00 0.00 1.11 5.88 92.45 0.00 0.00 22.62 26.55 3.35 55.43 48.49 4.03 46.71 0.00
Data as of 06/03/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SASOF (Sasol Limited) -50.94%
Mar 2017 – Mar 2020
-16.17%
Mar 2015 – Mar 2020
11.49%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SASOF (Sasol Limited) 229.49%
Mar 2020 – Mar 2023
65.83%
Mar 2020 – Mar 2025
38.64%
Jan 2013 – Jan 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return