Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVTJY (Investec Group) | NA | 45.06% | 19.16% | 32.87% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/15/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVTJY (Investec Group) | 03/15/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 45.06 | 19.16 | 32.87 | NA | NA | NA | … | … | 39.63 | 8.83 | 8.00 | 152.33 | 0.00 | -60.09 | -5.50 |
| Sharpe Ratio | NA | 1.00 | 0.64 | 0.64 | NA | NA | NA | … | … | 1.11 | 0.87 | 0.80 | 1.54 | 0.00 | -0.66 | -0.28 |
| Standard Deviation(%) | NA | 42.21 | 24.75 | 48.02 | NA | NA | NA | … | … | 49.13 | 5.99 | 5.46 | 98.39 | NA | 90.84 | 29.54 |
| Draw Down(%) | NA | 14.14 | 14.14 | 14.14 | NA | NA | NA | … | … | 14.14 | 0.00 | 0.00 | 7.92 | 0.00 | 60.09 | 21.46 |
| Yield(%) | 0.00 | 8.63 | 7.90 | 11.60 | 2.55 | 1.70 | 1.28 | … | … | 4.89 | 8.28 | 7.55 | 7.29 | 0.00 | 0.00 | 4.87 |
Data as of 09/26/2025, Common starting date is 03/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTJY (Investec Group) |
-28.49%
Jul 2019 – Jul 2022 |
-0.07%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTJY (Investec Group) |
63.27%
Feb 2022 – Feb 2025 |
33.97%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart