Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGRPY (Absa Group Ltd ADR) | 5.70% | 54.20% | 28.54% | 14.18% | 11.43% | 4.71% | 6.45% | … | … |
Data as of 06/09/2026, Common starting date is 06/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGRPY (Absa Group Ltd ADR) | 06/01/2006 | 06/09/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | 54.20 | 28.54 | 14.18 | 11.43 | 4.71 | 6.45 | … | … | 5.70 | 53.36 | 23.48 | -15.22 | 27.25 | 19.50 | -14.21 | 0.49 | -20.15 | 26.93 | 45.24 | -37.82 | 30.52 | -27.83 | 17.28 | -13.67 | 24.50 | 68.92 | -35.52 | 6.85 | 2.03 |
| Sharpe Ratio | NA | 1.63 | 0.75 | 0.30 | 0.23 | NA | NA | … | … | 0.14 | 1.65 | 0.51 | -0.47 | 0.54 | 0.50 | -0.20 | -0.02 | -0.45 | 0.67 | 0.85 | -0.96 | 1.11 | -0.76 | 0.61 | -0.40 | 0.86 | 1.48 | -0.61 | 0.14 | 0.00 |
| Standard Deviation(%) | NA | 31.70 | 36.15 | 39.72 | 45.78 | NA | NA | … | … | 37.74 | 30.73 | 39.01 | 40.48 | 47.91 | 38.58 | 70.36 | 46.92 | 47.60 | 39.67 | 53.12 | 39.44 | 27.41 | 36.90 | 28.64 | 33.90 | 28.33 | 46.45 | 59.94 | 26.95 | 48.42 |
| Draw Down(%) | NA | 20.17 | 31.19 | 37.78 | 77.58 | NA | NA | … | … | 20.17 | 25.45 | 19.23 | 34.01 | 30.55 | 28.12 | 66.78 | 31.20 | 43.19 | 18.76 | 20.24 | 49.71 | 17.13 | 31.78 | 27.10 | 23.36 | 20.41 | 29.98 | 51.83 | 18.57 | 26.74 |
| Yield(%) | 0.00 | 9.35 | 9.39 | 6.89 | 6.95 | 3.84 | 5.15 | … | … | 3.42 | 8.25 | 8.69 | 6.17 | 7.20 | 2.56 | 3.47 | 6.92 | 5.88 | 6.48 | 7.74 | 4.96 | 6.49 | 7.57 | 5.19 | 3.48 | 3.47 | 5.60 | 4.16 | 3.96 | 1.74 |
Data as of 06/09/2026, Common starting date is 06/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGRPY (Absa Group Ltd ADR) |
-21.01%
Mar 2017 – Mar 2020 |
-17.22%
Mar 2015 – Mar 2020 |
-8.91%
Mar 2010 – Mar 2020 |
1.12%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGRPY (Absa Group Ltd ADR) |
42.27%
Mar 2020 – Mar 2023 |
26.26%
Mar 2020 – Mar 2025 |
14.52%
Feb 2016 – Feb 2026 |
6.96%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart