Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NINTF (Ninety One Group) | NA | 36.27% | 9.13% | 6.45% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NINTF (Ninety One Group) | 07/17/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 36.27 | 9.13 | 6.45 | NA | NA | NA | … | … | 31.72 | 2.09 | -4.89 | -15.22 | 22.70 | 8.64 |
| Sharpe Ratio | NA | 0.93 | 0.18 | 0.16 | NA | NA | NA | … | … | 1.02 | -0.11 | -0.47 | -0.29 | 1.40 | 1.16 |
| Standard Deviation(%) | NA | 35.72 | 31.37 | 33.67 | NA | NA | NA | … | … | 41.55 | 13.97 | 18.46 | 58.61 | 16.16 | 16.89 |
| Draw Down(%) | NA | 11.76 | 22.00 | 40.35 | NA | NA | NA | … | … | 11.76 | 9.05 | 18.37 | 40.35 | 4.15 | 0.00 |
| Yield(%) | 0.00 | 7.82 | 6.62 | 7.78 | 4.11 | 2.74 | 2.06 | … | … | 4.48 | 7.01 | 6.82 | 13.92 | 6.20 | 2.85 |
Data as of 09/26/2025, Common starting date is 07/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NINTF (Ninety One Group) |
-12.68%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| NINTF (Ninety One Group) |
10.54%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart