Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VDMCY (Vodacom Group Ltd PK) | 10.55% | 29.84% | 23.89% | 4.96% | 4.16% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDMCY (Vodacom Group Ltd PK) | 03/15/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | 29.84 | 23.89 | 4.96 | 4.16 | NA | NA | … | … | 10.55 | 67.41 | -2.08 | -14.77 | -9.13 | 6.44 | 11.08 | -4.00 | -17.35 | 11.92 | 18.65 | -5.43 | -8.57 | -8.83 | 15.17 |
| Sharpe Ratio | NA | 0.78 | 0.73 | 0.11 | 0.10 | NA | NA | … | … | 0.68 | 2.31 | -0.17 | -0.63 | -0.36 | 0.25 | 0.28 | -0.17 | -0.41 | 0.40 | 0.57 | -0.18 | -0.30 | -0.29 | 0.60 |
| Standard Deviation(%) | NA | 32.98 | 32.24 | 30.58 | 32.99 | NA | NA | … | … | 40.70 | 28.10 | 32.82 | 29.46 | 29.76 | 25.43 | 38.96 | 31.80 | 45.81 | 28.34 | 32.09 | 30.52 | 28.38 | 30.26 | 32.37 |
| Draw Down(%) | NA | 20.47 | 29.75 | 53.16 | 53.70 | NA | NA | … | … | 20.47 | 15.01 | 20.88 | 29.59 | 40.81 | 18.29 | 30.30 | 27.11 | 44.25 | 28.50 | 19.57 | 31.15 | 19.22 | 30.42 | 21.69 |
| Yield(%) | 0.00 | 4.97 | 5.84 | 4.16 | 4.29 | 3.79 | 2.85 | … | … | 0.00 | 6.98 | 5.42 | 4.57 | 5.59 | 6.73 | 6.15 | 6.44 | 5.06 | 5.56 | 5.52 | 5.57 | 6.03 | 5.69 | 6.61 |
Data as of 06/04/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDMCY (Vodacom Group Ltd PK) |
-14.86%
May 2021 – May 2024 |
-7.68%
May 2018 – May 2023 |
-3.05%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDMCY (Vodacom Group Ltd PK) |
26.16%
May 2023 – May 2026 |
10.94%
Feb 2021 – Feb 2026 |
7.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart