Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABEV (Ambev S.A.) | 25.91% | 34.39% | 9.26% | 1.25% | -1.49% | 0.48% | 10.33% | … | … |
Data as of 06/04/2026, Common starting date is 03/05/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABEV (Ambev S.A.) | 03/05/1997 | 06/04/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.81 | 34.39 | 9.26 | 1.25 | -1.49 | 0.48 | 10.33 | … | … | 25.91 | 45.13 | -30.16 | 8.41 | 2.54 | -4.30 | -32.60 | 21.92 | -37.28 | 35.33 | 14.03 | -25.31 | -11.27 | -10.52 | 49.61 | 14.63 | 58.08 | 149.76 | -43.88 | 58.92 | 113.01 | 2.64 | 155.42 | 64.00 | -21.69 | -26.22 | 125.36 | 19.85 | -29.90 | -10.19 |
| Sharpe Ratio | NA | 1.13 | 0.24 | 0.06 | -0.07 | NA | NA | … | … | 2.34 | 1.56 | -1.31 | 0.19 | 0.03 | -0.12 | -0.54 | 0.66 | -1.31 | 1.40 | 0.45 | -0.87 | -0.39 | -0.42 | 1.74 | 0.44 | 2.12 | 3.78 | -0.66 | 1.67 | 2.53 | 0.01 | 5.13 | 1.91 | -0.62 | -0.74 | 3.90 | 0.48 | -1.03 | -0.51 |
| Standard Deviation(%) | NA | 30.82 | 28.02 | 30.30 | 34.38 | NA | NA | … | … | 37.36 | 27.14 | 25.70 | 25.12 | 36.90 | 36.34 | 60.20 | 31.21 | 29.63 | 24.94 | 31.01 | 29.11 | 29.15 | 25.25 | 28.80 | 33.25 | 27.36 | 39.62 | 67.40 | 33.61 | 43.58 | 42.35 | 30.10 | 33.14 | 36.86 | 39.05 | 31.02 | 34.14 | 32.42 | 31.13 |
| Draw Down(%) | NA | 16.10 | 38.91 | 44.72 | 72.26 | NA | NA | … | … | 16.10 | 16.41 | 30.41 | 24.53 | 25.53 | 32.82 | 58.99 | 23.70 | 46.75 | 16.04 | 23.54 | 33.58 | 26.29 | 27.21 | 21.59 | 21.29 | 14.76 | 20.36 | 60.30 | 25.71 | 27.40 | 40.97 | 8.41 | 14.79 | 45.71 | 52.73 | 10.99 | 13.89 | 51.82 | 33.59 |
| Yield(%) | 0.00 | 6.32 | 5.29 | 3.67 | 2.52 | 3.14 | 12.45 | … | … | 0.00 | 11.04 | 3.91 | 5.68 | 5.37 | 4.11 | 1.73 | 2.79 | 2.25 | 3.27 | 4.31 | 3.82 | 4.53 | 1.44 | 4.30 | 3.70 | 4.72 | 7.89 | 3.86 | 3.78 | 52.09 | 9.03 | 1.20 | 5.15 | 0.00 | 0.00 | 3.68 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABEV (Ambev S.A.) |
-28.61%
Oct 2017 – Oct 2020 |
-17.07%
Apr 2015 – Apr 2020 |
-8.58%
Feb 2013 – Feb 2023 |
-0.94%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABEV (Ambev S.A.) |
78.16%
Dec 2003 – Dec 2006 |
82.32%
Oct 2002 – Oct 2007 |
51.51%
Feb 2003 – Feb 2013 |
35.64%
Nov 1998 – Nov 2013 |
Annualized Rolling Returns Comparison Chart