Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWKHY (Netcare Ltd ADR) | 4.26% | 1.17% | -1.88% | -7.17% | -9.06% | NA | NA | … | … |
Data as of 01/23/2026, Common starting date is 11/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWKHY (Netcare Ltd ADR) | 11/07/2013 | 01/23/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.26 | 1.17 | -1.88 | -7.17 | -9.06 | NA | NA | … | … | 4.26 | -2.97 | 15.69 | -6.69 | -2.97 | -34.96 | 8.94 | -29.27 | -19.36 | -11.64 | 2.20 | 2.61 | 18.29 | 3.21 |
| Sharpe Ratio | NA | -0.06 | -0.12 | -0.20 | -0.21 | NA | NA | … | … | 5.29 | -0.21 | 0.22 | -0.21 | -0.09 | -0.68 | 0.08 | -1.15 | -0.75 | -0.62 | 1.28 | 1.41 | 0.63 | 1.30 |
| Standard Deviation(%) | NA | 28.56 | 45.18 | 47.20 | 51.20 | NA | NA | … | … | 17.11 | 28.58 | 54.77 | 50.43 | 47.41 | 51.28 | 114.50 | 26.64 | 27.71 | 19.80 | 1.56 | 1.84 | 28.79 | 19.02 |
| Draw Down(%) | NA | 9.59 | 34.36 | 51.18 | 73.19 | NA | NA | … | … | 0.00 | 9.59 | 23.45 | 26.42 | 22.42 | 34.96 | 45.06 | 34.91 | 30.33 | 17.49 | 0.00 | 0.00 | 14.53 | 4.48 |
| Yield(%) | 0.00 | 5.33 | 4.01 | 2.22 | 1.79 | 1.81 | 1.35 | … | … | 4.09 | 5.33 | 4.67 | 4.25 | 4.10 | 0.00 | 3.61 | 5.48 | 3.27 | 2.49 | 2.17 | 2.56 | 2.70 | 0.00 |
Data as of 01/23/2026, Common starting date is 11/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWKHY (Netcare Ltd ADR) |
-25.65%
Apr 2018 – Apr 2021 |
-18.79%
May 2018 – May 2023 |
-11.05%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWKHY (Netcare Ltd ADR) |
8.21%
Mar 2014 – Mar 2017 |
-0.24%
Mar 2014 – Mar 2019 |
-8.16%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart