Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPSNY (Naspers Ltd ADR) | -21.05% | -13.26% | 17.49% | 3.84% | 16.27% | 18.07% | 20.25% | … | … |
Data as of 06/05/2026, Common starting date is 12/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPSNY (Naspers Ltd ADR) | 12/23/2002 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | -13.26 | 17.49 | 3.84 | 16.27 | 18.07 | 20.25 | … | … | -21.05 | 52.37 | 30.17 | 2.64 | 6.75 | -23.51 | 25.03 | 111.27 | -29.77 | 94.08 | 7.47 | 5.19 | 26.14 | 59.73 | 50.43 | -25.70 | 45.78 | 126.65 | -23.15 | 0.41 | 35.70 | 38.12 | 111.66 | 131.64 | -1.64 |
| Sharpe Ratio | NA | -0.39 | 0.41 | 0.03 | 0.34 | NA | NA | … | … | -1.18 | 1.42 | 0.82 | -0.02 | 0.08 | -0.56 | 0.54 | 2.25 | -0.63 | 2.45 | 0.20 | 0.14 | 0.68 | 2.06 | 1.80 | -0.57 | 1.36 | 2.47 | -0.34 | -0.05 | 0.57 | 0.89 | 3.22 | 4.00 | NA |
| Standard Deviation(%) | NA | 33.41 | 36.28 | 45.86 | 45.03 | NA | NA | … | … | 39.83 | 34.94 | 32.20 | 41.90 | 69.03 | 42.19 | 45.55 | 48.80 | 49.72 | 38.41 | 37.03 | 37.36 | 38.48 | 28.99 | 28.33 | 45.18 | 33.66 | 51.16 | 69.96 | 50.86 | 57.11 | 40.29 | 34.41 | 32.76 | NA |
| Draw Down(%) | NA | 33.58 | 33.58 | 61.39 | 66.27 | NA | NA | … | … | 28.45 | 22.47 | 18.22 | 26.26 | 49.55 | 42.54 | 38.81 | 19.40 | 47.78 | 22.13 | 23.35 | 28.02 | 24.18 | 14.28 | 15.46 | 33.10 | 27.49 | 30.61 | 52.29 | 29.83 | 36.26 | 18.92 | 18.45 | 19.67 | NA |
| Yield(%) | 0.00 | 0.10 | 0.29 | 0.20 | 0.39 | 0.89 | 2.45 | … | … | 0.00 | 0.14 | 0.41 | 0.27 | 0.23 | 0.20 | 0.21 | 0.35 | 0.17 | 0.41 | 0.29 | 0.30 | 0.39 | 0.60 | 0.91 | 0.64 | 0.78 | 1.47 | 0.99 | 0.91 | 0.91 | 0.83 | 0.96 | 1.46 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSNY (Naspers Ltd ADR) |
-11.30%
Feb 2021 – Feb 2024 |
1.46%
Oct 2017 – Oct 2022 |
13.68%
Feb 2014 – Feb 2024 |
15.51%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSNY (Naspers Ltd ADR) |
105.38%
Mar 2003 – Mar 2006 |
52.48%
Feb 2009 – Feb 2014 |
39.51%
Mar 2003 – Mar 2013 |
37.16%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart