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
AEPLF (Anglo-Eastern Plantations Plc) 16.65% 94.80% 29.92% 26.83% 11.32% 4.55% NA
Data as of 06/08/2026, Common starting date is 04/08/2011
More Performance Analytics Comparison
Name Start Date End Date
AEPLF (Anglo-Eastern Plantations Plc) 04/08/2011 06/08/2026
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
Annualized Return (%) -19.08 94.80 29.92 26.83 11.32 4.55 NA 16.65 117.04 0.00 26.47 0.29 0.00 14.96 -42.60 0.37 31.69 2.13 -3.73 -16.30 -14.67 16.58 -12.56
Sharpe Ratio NA 1.60 0.67 0.72 0.32 NA NA 0.34 3.01 -0.29 0.60 -4.00 -0.12 0.68 -1.01 -2.70 1.32 1.08 -0.85 -0.40 -1.00 1.13 -0.80
Standard Deviation(%) NA 55.11 36.38 31.91 28.35 NA NA 67.67 38.82 12.61 38.57 0.29 0.20 21.62 43.76 0.37 23.56 1.77 4.44 40.78 14.76 14.81 21.13
Draw Down(%) NA 23.53 25.42 31.09 46.37 NA NA 23.53 10.59 12.00 23.08 0.00 0.14 6.56 42.88 0.00 0.00 0.00 4.30 30.54 14.76 4.29 21.02
Yield(%) 0.00 7.82 3.37 3.72 1.81 0.90 0.73 0.00 10.90 0.00 4.40 0.14 0.14 0.16 0.28 0.37 0.49 0.37 0.60 0.50 0.34 0.59 0.51
Data as of 06/08/2026, Common starting date is 04/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEPLF (Anglo-Eastern Plantations Plc) -17.56%
Sep 2017 – Sep 2020
-12.41%
May 2014 – May 2019
-5.16%
May 2011 – May 2021
5.97%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEPLF (Anglo-Eastern Plantations Plc) 45.97%
Apr 2023 – Apr 2026
32.31%
Apr 2021 – Apr 2026
13.70%
Apr 2016 – Apr 2026
5.97%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return