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
UEPS (Net 1 UEPS Technologies Inc) NA 43.20% 13.36% -9.82% -3.20% -8.88% -0.56%
Data as of 07/26/2022, Common starting date is 04/19/1999
More Performance Analytics Comparison
Name Start Date End Date
UEPS (Net 1 UEPS Technologies Inc) 04/19/1999 07/26/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) 9.67 43.20 13.36 -9.82 -3.20 -8.88 -0.56 10.90 8.13 32.26 -20.68 -60.56 3.57 -15.03 18.51 30.58 70.84 -33.38 -37.44 -36.80 41.61 -53.34 -0.68 2.46 113.70 -58.33 390.91 22.22 -64.00 0.00 -52.38
Sharpe Ratio NA 0.79 0.25 -0.18 -0.06 NA NA 0.39 0.15 0.63 -0.61 -1.39 -0.40 -0.95 0.00 0.33 0.80 -0.49 -1.65 -1.40 0.43 -1.13 -0.68 -0.50 1.78 -0.68 4.14 0.02 -0.72 -0.42 -0.19
Standard Deviation(%) NA 54.11 51.10 57.33 60.12 NA NA 50.74 53.12 50.30 71.68 59.20 38.91 51.38 36.75 36.76 65.49 106.88 33.85 39.48 54.05 64.29 33.55 40.25 51.96 114.36 89.71 109.44 119.03 164.38 164.55
Draw Down(%) NA 37.83 37.83 77.82 86.48 NA NA 31.69 36.79 35.10 45.40 64.80 34.21 37.90 36.72 26.23 38.27 71.02 51.88 46.81 30.37 73.11 28.06 36.97 31.77 88.67 31.30 48.28 76.67 68.99 76.19
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/26/2022, Common starting date is 04/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UEPS (Net 1 UEPS Technologies Inc) -44.35%
Mar 2000 – Mar 2003
-30.92%
Aug 2015 – Aug 2020
-16.84%
Mar 2010 – Mar 2020
-16.83%
May 2004 – May 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UEPS (Net 1 UEPS Technologies Inc) 100.69%
May 2001 – May 2004
42.44%
Oct 2001 – Oct 2006
7.48%
Feb 2002 – Feb 2012
7.03%
Feb 2002 – Feb 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return