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
MNY (MoneyHero Limited Class A Ordinary Shares) NA 45.68% -51.31% -35.01% -19.79% -13.67% -10.44%
Data as of 06/18/2026, Common starting date is 11/11/1998
More Performance Analytics Comparison
Name Start Date End Date
MNY (MoneyHero Limited Class A Ordinary Shares) 11/11/1998 06/18/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 45.68 -51.31 -35.01 -19.79 -13.67 -10.44
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/18/2026, Common starting date is 11/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNY (MoneyHero Limited Class A Ordinary Shares) -65.10%
Oct 2020 – Oct 2023
-53.03%
Jun 2020 – Jun 2025
-30.79%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNY (MoneyHero Limited Class A Ordinary Shares) 17.47%
Mar 1999 – Mar 2002
4.80%
Mar 1999 – Mar 2004
-23.41%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return