Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAKZF (Kaspi Bank Joint Stock Company) | NA | 60.23% | 23.84% | NA | NA | NA | NA | … | … |
Data as of 03/12/2024, Common starting date is 12/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAKZF (Kaspi Bank Joint Stock Company) | 12/17/2020 | 03/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.58 | 60.23 | 23.84 | NA | NA | NA | NA | … | … | 19.05 | 25.00 | -48.02 | 163.13 | 0.00 |
| Sharpe Ratio | NA | 1.42 | 0.28 | NA | NA | NA | NA | … | … | 4.31 | 0.73 | -0.61 | 3.74 | 0.00 |
| Standard Deviation(%) | NA | 31.37 | 53.97 | NA | NA | NA | NA | … | … | 32.79 | 28.74 | 81.14 | 43.63 | NA |
| Draw Down(%) | NA | 12.63 | 69.44 | NA | NA | NA | NA | … | … | 10.38 | 11.65 | 69.44 | 16.15 | 0.00 |
| Yield(%) | 0.00 | 8.73 | 6.30 | 4.79 | 2.39 | 1.60 | 1.20 | … | … | 0.00 | 8.76 | 1.66 | 7.59 | 0.00 |
Data as of 03/12/2024, Common starting date is 12/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAKZF (Kaspi Bank Joint Stock Company) |
15.42%
Feb 2021 – Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAKZF (Kaspi Bank Joint Stock Company) |
19.44%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart