Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBGOF (Standard Bank Group Limited) | 3.78% | 53.36% | 35.85% | 52.91% | 24.16% | 10.89% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBGOF (Standard Bank Group Limited) | 04/25/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 53.36 | 35.85 | 52.91 | 24.16 | 10.89 | NA | … | … | 3.78 | 88.37 | 5.51 | 12.88 | 170.49 | 36.41 | -46.09 | -4.23 | 12.62 | 18.87 | 49.92 | -34.21 | -1.14 | -15.67 | 18.09 | -20.72 |
| Sharpe Ratio | NA | 0.45 | 0.34 | 0.57 | 0.28 | NA | NA | … | … | 0.10 | 0.67 | 0.02 | 0.58 | 1.90 | 1.07 | -0.32 | -0.40 | 0.23 | 1.12 | 1.29 | -1.04 | -0.05 | -0.60 | 0.68 | -0.80 |
| Standard Deviation(%) | NA | 119.71 | 97.56 | 88.91 | 79.83 | NA | NA | … | … | 97.51 | 129.12 | 89.11 | 16.00 | 84.58 | 35.57 | 144.53 | 14.19 | 48.35 | 16.40 | 38.67 | 32.98 | 23.90 | 26.16 | 26.81 | 35.75 |
| Draw Down(%) | NA | 22.80 | 38.86 | 38.86 | 70.57 | NA | NA | … | … | 20.86 | 32.93 | 32.58 | 10.31 | 19.95 | 0.00 | 57.41 | 11.91 | 41.56 | 3.85 | 9.52 | 47.22 | 18.48 | 29.73 | 20.74 | 29.62 |
| Yield(%) | 0.00 | 7.25 | 7.62 | 27.85 | 14.73 | 5.34 | 3.89 | … | … | 2.93 | 7.78 | 3.57 | 6.97 | 62.18 | 2.77 | 2.34 | 5.32 | 4.65 | 5.87 | 3.20 | 0.00 | 4.33 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBGOF (Standard Bank Group Limited) |
-28.04%
Mar 2018 – Mar 2021 |
-14.29%
May 2015 – May 2020 |
-5.51%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBGOF (Standard Bank Group Limited) |
83.86%
Sep 2021 – Sep 2024 |
55.03%
Feb 2021 – Feb 2026 |
24.57%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart