Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLMAF (Sanlam Limited) | 56.31% | 56.31% | 25.68% | 43.24% | 37.92% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLMAF (Sanlam Limited) | 08/06/2012 | 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 | 56.31 | 25.68 | 43.24 | 37.92 | NA | NA | … | … | 56.31 | 7.19 | 6.56 | 29.08 | 161.65 | 214.47 | -14.49 | 11.25 | 2.48 | 17.14 | 35.22 | -12.99 | 38.81 | 19.39 | 0.68 |
| Sharpe Ratio | NA | 0.77 | 0.55 | 0.58 | 0.57 | NA | NA | … | … | 1.79 | 0.63 | 0.46 | 1.68 | 1.15 | 1.95 | -0.81 | 0.84 | 0.02 | 1.22 | 1.55 | -0.25 | 2.45 | 1.46 | 0.21 |
| Standard Deviation(%) | NA | 69.67 | 41.03 | 70.27 | 64.10 | NA | NA | … | … | 109.47 | 6.91 | 6.36 | 15.24 | 139.84 | 110.16 | 18.08 | 11.65 | 57.96 | 13.52 | 22.57 | 52.50 | 15.82 | 13.28 | 8.11 |
| Draw Down(%) | NA | 23.71 | 23.71 | 36.00 | 39.45 | NA | NA | … | … | 23.71 | 0.00 | 0.06 | 4.66 | 36.00 | 0.00 | 17.88 | 6.02 | 33.72 | 0.90 | 5.74 | 45.22 | 5.04 | 0.00 | 3.80 |
| Yield(%) | 0.00 | 14.87 | 10.28 | 21.05 | 21.96 | 18.06 | 13.54 | … | … | 14.87 | 6.70 | 6.16 | 6.94 | 79.33 | 71.27 | 3.26 | 4.36 | 4.69 | 4.23 | 4.70 | 36.00 | 4.06 | 11.31 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLMAF (Sanlam Limited) |
-13.33%
Mar 2018 – Mar 2021 |
-3.29%
Apr 2015 – Apr 2020 |
26.22%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLMAF (Sanlam Limited) |
127.01%
Apr 2019 – Apr 2022 |
87.11%
Feb 2021 – Feb 2026 |
42.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart