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
MNY (MoneyHero Limited) NA 56.63% -49.69% -34.05% -19.01% -13.11% -10.00%
Data as of 06/10/2026, Common starting date is 11/11/1998
More Performance Analytics Comparison
Name Start Date End Date
MNY (MoneyHero Limited) 11/11/1998 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 56.63 -49.69 -34.05 -19.01 -13.11 -10.00
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 11/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNY (MoneyHero Limited) -65.10%
Oct 2020 – Oct 2023
-53.03%
Jun 2020 – Jun 2025
-30.79%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNY (MoneyHero Limited) 17.47%
Mar 1999 – Mar 2002
4.80%
Mar 1999 – Mar 2004
-23.41%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return