Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLLDY (Sanlam Ltd PK) | -8.69% | 7.52% | 29.37% | 8.29% | 7.21% | 6.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLLDY (Sanlam Ltd PK) | 01/21/2010 | 06/04/2026 |
| 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.09 | 7.52 | 29.37 | 8.29 | 7.21 | 6.35 | NA | … | … | -8.69 | 37.05 | 23.27 | 48.45 | -19.16 | -1.94 | -25.61 | 8.60 | -18.52 | 59.58 | 23.36 | -34.69 | 23.34 | -4.32 | 56.51 | -13.87 | 45.12 |
| Sharpe Ratio | NA | 0.33 | 0.94 | 0.25 | 0.17 | NA | NA | … | … | -0.40 | 1.19 | 0.65 | 1.34 | -0.55 | -0.07 | -0.44 | 0.21 | -0.46 | 1.77 | 0.49 | -0.84 | 0.75 | -0.16 | 2.16 | -0.37 | 1.23 |
| Standard Deviation(%) | NA | 30.94 | 31.99 | 32.93 | 38.06 | NA | NA | … | … | 38.53 | 28.96 | 30.41 | 33.64 | 37.65 | 29.23 | 58.58 | 34.43 | 43.28 | 33.40 | 47.58 | 41.55 | 31.13 | 27.84 | 26.35 | 37.73 | 39.15 |
| Draw Down(%) | NA | 24.03 | 26.34 | 45.11 | 66.77 | NA | NA | … | … | 24.03 | 20.22 | 13.64 | 19.12 | 45.11 | 31.32 | 55.62 | 28.37 | 39.98 | 16.89 | 26.33 | 57.23 | 18.74 | 24.02 | 11.84 | 26.56 | 17.38 |
| Yield(%) | 0.00 | 5.77 | 8.61 | 4.97 | 5.05 | 4.89 | 5.26 | … | … | 4.84 | 4.96 | 5.47 | 6.68 | 5.92 | 5.10 | 3.26 | 4.17 | 3.50 | 4.23 | 4.25 | 3.14 | 3.81 | 1.03 | 4.37 | 3.86 | 4.38 |
Data as of 06/04/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLLDY (Sanlam Ltd PK) |
-16.14%
Dec 2019 – Dec 2022 |
-12.20%
Dec 2017 – Dec 2022 |
-2.31%
Dec 2012 – Dec 2022 |
6.00%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLLDY (Sanlam Ltd PK) |
35.87%
Dec 2022 – Dec 2025 |
19.32%
Feb 2010 – Feb 2015 |
12.66%
Feb 2016 – Feb 2026 |
8.36%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart