Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRHGF (Shoprite Holdings Limited) | NA | 6.93% | 6.99% | 21.96% | 5.79% | NA | NA | … | … |
Data as of 02/05/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRHGF (Shoprite Holdings Limited) | 08/06/2012 | 02/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.55 | 6.93 | 6.99 | 21.96 | 5.79 | NA | NA | … | … | -4.66 | 57.71 | -21.09 | 37.54 | 49.17 | -10.19 | -21.45 | -24.04 | 25.90 | 68.15 | -36.43 | -16.94 | -20.50 | 6.67 |
| Sharpe Ratio | NA | 0.01 | 0.26 | 0.44 | 0.10 | NA | NA | … | … | -0.13 | 1.64 | -0.96 | 0.75 | 1.17 | -0.20 | -0.51 | -0.66 | 0.86 | 1.41 | -1.09 | -0.71 | -0.71 | 1.97 |
| Standard Deviation(%) | NA | 33.54 | 41.26 | 44.70 | 42.46 | NA | NA | … | … | 156.49 | 54.50 | 26.56 | 44.76 | 46.30 | 52.97 | 44.79 | 38.36 | 29.35 | 48.24 | 33.52 | 23.76 | 28.78 | 8.95 |
| Draw Down(%) | NA | 12.55 | 28.83 | 28.83 | 73.88 | NA | NA | … | … | 12.55 | 7.21 | 25.72 | 22.21 | 14.35 | 39.37 | 39.25 | 45.15 | 11.59 | 15.86 | 43.25 | 20.65 | 33.75 | 1.02 |
| Yield(%) | 0.00 | 0.96 | 6.25 | 8.87 | 3.61 | 1.77 | 1.33 | … | … | 0.00 | 1.35 | 2.83 | 19.34 | 1.58 | 2.44 | 1.79 | 2.12 | 2.90 | 3.78 | 0.00 | 2.04 | 0.00 | 0.00 |
Data as of 02/05/2025, 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 |
|---|---|---|---|---|
| SRHGF (Shoprite Holdings Limited) |
-27.23%
Mar 2017 – Mar 2020 |
-14.33%
Apr 2015 – Apr 2020 |
-2.48%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRHGF (Shoprite Holdings Limited) |
36.07%
Mar 2020 – Mar 2023 |
24.85%
Jan 2020 – Jan 2025 |
6.77%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart