Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AECLY (AE & CI Ltd. (South Africa) ADR) | NA | 2.25% | 2.63% | 3.68% | 3.99% | 4.23% | 7.72% | … | … |
Data as of 09/26/2025, Common starting date is 11/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AECLY (AE & CI Ltd. (South Africa) ADR) | 11/14/2003 | 09/26/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.25 | 2.63 | 3.68 | 3.99 | 4.23 | 7.72 | … | … | 2.25 | 0.82 | 4.87 | 4.68 | 5.85 | 4.05 | 4.69 | 5.12 | 4.15 | 3.50 | 7.72 | 3.46 | 3.95 | 4.10 | 4.41 | 1.84 | 0.27 | 105.05 | 6.55 | 6.55 | 5.36 | -10.21 | 0.00 |
| Sharpe Ratio | NA | -0.48 | -0.30 | 0.05 | 0.11 | NA | NA | … | … | 0.04 | -3.45 | 0.29 | 0.04 | 1.33 | 1.15 | 0.91 | 0.98 | 1.15 | 1.30 | 1.63 | 1.29 | 1.36 | 1.33 | 1.54 | 1.35 | 0.02 | 1.42 | 0.71 | 0.64 | 0.80 | -0.75 | 0.00 |
| Standard Deviation(%) | NA | 1.68 | 2.62 | 32.96 | 23.41 | NA | NA | … | … | 1.95 | 0.81 | 4.16 | 73.58 | 4.39 | 3.30 | 3.53 | 3.84 | 3.04 | 2.53 | 4.71 | 2.67 | 2.87 | 3.08 | 2.85 | 1.29 | 10.69 | 72.92 | 4.83 | 4.90 | 3.86 | 15.01 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 41.92 | 41.92 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 41.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.98 | 4.12 | 0.00 | 0.00 | 0.00 | 13.68 | 0.00 |
| Yield(%) | 0.00 | 2.18 | 2.55 | 3.77 | 3.96 | 4.16 | 7.41 | … | … | 2.18 | 0.81 | 4.67 | 5.71 | 5.59 | 3.91 | 4.52 | 4.92 | 4.02 | 3.41 | 7.33 | 3.37 | 3.83 | 3.98 | 4.27 | 1.81 | 2.11 | 6.28 | 6.23 | 6.23 | 5.15 | 3.37 | 0.00 |
Data as of 09/26/2025, Common starting date is 11/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AECLY (AE & CI Ltd. (South Africa) ADR) |
0.27%
Dec 2003 – Dec 2006 |
1.88%
Jan 2008 – Jan 2013 |
3.20%
Jan 2008 – Jan 2018 |
3.76%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AECLY (AE & CI Ltd. (South Africa) ADR) |
35.36%
Jan 2005 – Jan 2008 |
20.60%
Jan 2004 – Jan 2009 |
11.66%
May 2005 – May 2015 |
9.30%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison Chart