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
RMRHF (Rand Merchant Investment Holdings Limited) 0.00% 5.93% 9.84% 11.19% NA NA NA
Data as of 04/08/2026, Common starting date is 02/25/2019
More Performance Analytics Comparison
Name Start Date End Date
RMRHF (Rand Merchant Investment Holdings Limited) 02/25/2019 04/08/2026
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
Annualized Return (%) 0.00 5.93 9.84 11.19 NA NA NA 0.00 11.72 8.82 23.54 9.35 3.49 -16.67 29.93
Sharpe Ratio NA 0.55 1.17 1.13 NA NA NA 0.00 1.29 0.96 1.52 1.15 2.02 -0.56 0.77
Standard Deviation(%) NA 5.78 5.58 7.76 NA NA NA NA 6.89 5.42 13.19 6.93 1.71 30.30 44.60
Draw Down(%) NA 0.00 0.00 0.00 NA NA NA 0.00 0.00 0.00 0.00 0.00 0.00 25.00 13.42
Yield(%) 0.00 5.60 9.23 8.70 6.16 4.10 3.08 0.00 10.85 8.31 8.53 8.71 3.41 1.21 29.44
Data as of 04/08/2026, Common starting date is 02/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RMRHF (Rand Merchant Investment Holdings Limited) -1.94%
Oct 2019 – Oct 2022
4.86%
Oct 2019 – Oct 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RMRHF (Rand Merchant Investment Holdings Limited) 14.52%
Oct 2022 – Oct 2025
12.36%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return