Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACXIF (Acciona S.A) | 31.27% | 73.82% | 23.08% | 16.85% | 19.00% | 10.61% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACXIF (Acciona S.A) | 12/30/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.15 | 73.82 | 23.08 | 16.85 | 19.00 | 10.61 | NA | … | … | 31.27 | 107.72 | -23.42 | -19.65 | 2.08 | 36.08 | 48.73 | 24.14 | 8.89 | 16.52 | -13.69 | 33.49 | 18.96 | -21.72 | -8.19 | 27.78 | -44.97 | 2.05 |
| Sharpe Ratio | NA | 1.93 | 0.51 | 0.33 | 0.48 | NA | NA | … | … | 1.78 | 2.57 | -0.79 | -0.69 | 0.02 | 0.79 | 0.97 | 1.05 | 0.26 | 0.83 | -0.57 | 0.96 | 0.56 | -0.52 | -0.17 | 0.62 | -1.04 | NA |
| Standard Deviation(%) | NA | 49.21 | 41.70 | 40.55 | 37.14 | NA | NA | … | … | 58.63 | 41.81 | 34.28 | 33.90 | 42.80 | 45.52 | 49.68 | 21.57 | 28.51 | 19.28 | 24.37 | 34.84 | 33.95 | 41.71 | 49.68 | 44.77 | 43.26 | 0.00 |
| Draw Down(%) | NA | 20.16 | 39.08 | 47.95 | 47.95 | NA | NA | … | … | 20.16 | 18.81 | 27.87 | 41.73 | 25.36 | 16.76 | 38.11 | 12.78 | 21.30 | 15.55 | 20.28 | 16.62 | 30.79 | 44.64 | 55.38 | 29.93 | 52.61 | 0.00 |
| Yield(%) | 0.00 | 3.38 | 3.07 | 3.60 | 6.05 | 3.40 | 2.24 | … | … | 0.00 | 5.41 | 3.56 | 2.57 | 2.39 | 5.76 | 2.14 | 4.71 | 4.24 | 4.50 | 3.22 | 3.23 | 0.00 | 2.24 | 3.65 | 5.81 | 1.41 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACXIF (Acciona S.A) |
-15.22%
Mar 2010 – Mar 2013 |
-6.95%
Jan 2010 – Jan 2015 |
1.90%
Mar 2010 – Mar 2020 |
3.43%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACXIF (Acciona S.A) |
37.73%
Oct 2018 – Oct 2021 |
26.53%
Nov 2016 – Nov 2021 |
20.24%
Jul 2012 – Jul 2022 |
11.82%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart