Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAFRX (AFRICA FUND AFRICA FUND) | -0.69% | 27.25% | 21.53% | 7.78% | 6.63% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAFRX (AFRICA FUND AFRICA FUND) | 11/09/2011 | 06/10/2026 |
| 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 (%) | -3.44 | 27.25 | 21.53 | 7.78 | 6.63 | NA | NA | … | … | -0.69 | 51.47 | 13.37 | -2.37 | -7.08 | 15.10 | -8.97 | 4.68 | -23.01 | 33.22 | 16.70 | -26.87 | -4.10 | -4.58 | 15.23 | -4.76 |
| Sharpe Ratio | NA | 1.21 | 0.98 | 0.24 | 0.20 | NA | NA | … | … | -0.08 | 2.68 | 0.50 | -0.28 | -0.34 | 0.73 | -0.22 | 0.18 | -1.04 | 1.92 | 0.64 | -1.21 | -0.29 | -0.32 | 1.12 | -1.17 |
| Standard Deviation(%) | NA | 21.91 | 21.15 | 21.77 | 24.11 | NA | NA | … | … | 28.06 | 18.20 | 19.41 | 21.46 | 24.84 | 20.64 | 41.85 | 17.73 | 23.61 | 17.02 | 25.60 | 22.17 | 13.96 | 14.48 | 13.69 | 25.40 |
| Draw Down(%) | NA | 18.03 | 18.86 | 33.47 | 60.59 | NA | NA | … | … | 18.03 | 14.42 | 11.02 | 21.80 | 31.58 | 16.59 | 48.03 | 20.47 | 31.52 | 12.33 | 15.21 | 36.96 | 17.85 | 17.54 | 9.20 | 8.84 |
| Yield(%) | 0.00 | 4.82 | 4.83 | 2.79 | 2.42 | 1.48 | 1.11 | … | … | 0.00 | 5.65 | 4.95 | 2.94 | 0.86 | 2.13 | 2.15 | 2.73 | 0.39 | 0.50 | 0.76 | 0.53 | 0.00 | 1.65 | 1.68 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFRX (AFRICA FUND AFRICA FUND) |
-17.44%
Mar 2017 – Mar 2020 |
-12.43%
Mar 2015 – Mar 2020 |
-3.07%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFRX (AFRICA FUND AFRICA FUND) |
27.84%
May 2023 – May 2026 |
15.14%
Mar 2020 – Mar 2025 |
9.51%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart