Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRGHY (Shoprite Holdings Ltd ADR) | 9.03% | 13.86% | 16.85% | 11.97% | 7.74% | -0.59% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRGHY (Shoprite Holdings Ltd ADR) | 01/21/2010 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 13.86 | 16.85 | 11.97 | 7.74 | -0.59 | NA | … | … | 9.03 | 7.51 | 6.46 | 16.49 | 4.20 | 41.97 | 8.93 | -30.51 | -23.72 | 46.93 | 37.43 | -34.69 | -5.38 | -67.09 | 49.54 | 10.50 | 77.39 |
| Sharpe Ratio | NA | 0.33 | 0.60 | 0.28 | 0.13 | NA | NA | … | … | 0.47 | 0.17 | 0.09 | 0.40 | 0.08 | 1.31 | 0.18 | -0.76 | -0.59 | 1.34 | 0.81 | -0.88 | -0.19 | -0.84 | 1.51 | 0.28 | 2.59 |
| Standard Deviation(%) | NA | 26.46 | 30.35 | 30.48 | 36.90 | NA | NA | … | … | 29.04 | 27.57 | 30.22 | 32.76 | 32.93 | 31.92 | 48.53 | 42.21 | 42.92 | 34.69 | 46.01 | 39.65 | 28.37 | 80.03 | 33.05 | 37.57 | 31.95 |
| Draw Down(%) | NA | 11.89 | 27.65 | 39.46 | 75.28 | NA | NA | … | … | 10.71 | 19.40 | 19.85 | 31.45 | 30.39 | 13.07 | 38.97 | 49.94 | 46.79 | 17.98 | 22.40 | 49.87 | 27.38 | 67.83 | 14.70 | 18.84 | 16.74 |
| Yield(%) | 0.00 | 2.98 | 3.47 | 3.44 | 3.22 | 1.45 | 1.96 | … | … | 1.17 | 2.77 | 2.71 | 2.63 | 2.76 | 4.10 | 2.58 | 1.73 | 2.12 | 3.12 | 3.29 | 2.15 | 2.07 | 1.48 | 2.02 | 2.29 | 3.43 |
Data as of 06/10/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRGHY (Shoprite Holdings Ltd ADR) |
-41.20%
Dec 2012 – Dec 2015 |
-19.60%
Dec 2010 – Dec 2015 |
-11.16%
Jul 2010 – Jul 2020 |
-1.70%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRGHY (Shoprite Holdings Ltd ADR) |
37.32%
Jul 2020 – Jul 2023 |
25.98%
May 2020 – May 2025 |
8.79%
Jan 2016 – Jan 2026 |
0.75%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart