Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZMPLF (Zimplats Holdings Limited) | -23.50% | 50.83% | -10.10% | 7.82% | 23.06% | 4.79% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZMPLF (Zimplats Holdings Limited) | 04/06/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.00 | 50.83 | -10.10 | 7.82 | 23.06 | 4.79 | NA | … | … | -23.50 | 64.47 | -31.43 | -12.04 | -0.25 | 131.98 | 24.66 | 105.51 | 28.49 | -4.53 | 29.31 | -58.09 | 3.44 | -19.69 | -30.53 | -20.60 | 34.22 |
| Sharpe Ratio | NA | 0.70 | -0.31 | 0.10 | 0.42 | NA | NA | … | … | -1.93 | 1.20 | -0.73 | -0.50 | -0.04 | 2.71 | 0.83 | 3.93 | 0.56 | -0.06 | 0.38 | -0.93 | 0.13 | -0.32 | -1.34 | -0.34 | 0.88 |
| Standard Deviation(%) | NA | 51.27 | 45.74 | 46.27 | 50.53 | NA | NA | … | … | 27.55 | 52.51 | 52.76 | 32.71 | 41.60 | 48.70 | 29.45 | 26.46 | 48.67 | 81.17 | 75.71 | 62.50 | 26.74 | 62.45 | 22.95 | 60.93 | 54.70 |
| Draw Down(%) | NA | 27.90 | 57.43 | 66.02 | 66.02 | NA | NA | … | … | 27.90 | 20.18 | 46.45 | 32.91 | 36.87 | 18.38 | 16.05 | 2.56 | 13.04 | 49.47 | 27.93 | 60.11 | 13.30 | 57.14 | 30.94 | 44.48 | 37.78 |
| Yield(%) | 0.00 | 0.00 | 1.81 | 9.09 | 24.43 | 4.13 | 2.89 | … | … | 0.00 | 0.00 | 0.00 | 11.09 | 11.54 | 13.29 | 0.00 | 15.25 | 16.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZMPLF (Zimplats Holdings Limited) |
-44.46%
Feb 2013 – Feb 2016 |
-33.69%
Feb 2011 – Feb 2016 |
-4.22%
Nov 2010 – Nov 2020 |
2.55%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZMPLF (Zimplats Holdings Limited) |
81.13%
Nov 2018 – Nov 2021 |
63.06%
Jul 2016 – Jul 2021 |
28.20%
Feb 2016 – Feb 2026 |
5.89%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart