Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAP (Credicorp Ltd.) | 19.26% | 60.31% | 38.88% | 21.18% | 11.69% | 12.76% | 15.93% | … | … |
Data as of 06/04/2026, Common starting date is 10/25/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAP (Credicorp Ltd.) | 10/25/1995 | 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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.38 | 60.31 | 38.88 | 21.18 | 11.69 | 12.76 | 15.93 | … | … | 19.26 | 65.37 | 24.96 | 11.07 | 11.47 | -21.94 | -17.73 | -0.27 | 7.07 | 37.79 | 64.87 | -38.35 | 24.09 | -7.87 | 36.27 | -6.01 | 57.43 | 58.88 | -33.23 | 91.15 | 87.12 | 50.76 | 22.28 | 46.21 | 9.62 | 51.02 | -49.56 | 33.33 | -39.50 | -2.70 | 7.25 | -4.17 |
| Sharpe Ratio | NA | 2.22 | 1.46 | 0.68 | 0.36 | NA | NA | … | … | 1.70 | 2.66 | 0.94 | 0.26 | 0.26 | -0.56 | -0.36 | -0.09 | 0.28 | 1.85 | 2.13 | -1.54 | 1.11 | -0.34 | 1.84 | -0.15 | 2.29 | 1.62 | -0.63 | 2.69 | 2.66 | 1.84 | 1.07 | 2.66 | 0.37 | 1.46 | -1.32 | 0.88 | -0.90 | -0.17 | 0.13 | -0.59 |
| Standard Deviation(%) | NA | 30.93 | 27.30 | 32.10 | 31.20 | NA | NA | … | … | 41.43 | 23.57 | 22.64 | 29.16 | 38.28 | 39.39 | 50.32 | 19.47 | 20.31 | 20.21 | 30.32 | 24.85 | 21.66 | 23.37 | 19.84 | 40.76 | 25.03 | 36.32 | 54.08 | 32.84 | 31.60 | 26.32 | 19.85 | 17.09 | 22.73 | 33.84 | 40.88 | 34.08 | 47.55 | 37.79 | 27.44 | 42.27 |
| Draw Down(%) | NA | 15.71 | 26.53 | 38.26 | 59.18 | NA | NA | … | … | 15.71 | 13.94 | 11.73 | 26.53 | 35.15 | 45.04 | 45.00 | 17.86 | 11.93 | 10.33 | 11.32 | 39.10 | 10.96 | 30.46 | 16.28 | 29.89 | 13.26 | 34.78 | 64.93 | 16.75 | 15.41 | 24.06 | 20.00 | 10.38 | 30.19 | 17.53 | 56.49 | 27.75 | 63.57 | 34.07 | 22.29 | 18.06 |
| Yield(%) | 0.00 | 6.82 | 7.11 | 4.75 | 4.10 | 6.28 | 14.69 | … | … | 5.08 | 5.98 | 2.58 | 0.49 | 0.32 | 3.17 | 4.02 | 3.71 | 0.21 | 5.31 | 2.45 | 1.37 | 3.02 | 1.81 | 2.11 | 1.63 | 2.19 | 2.96 | 2.00 | 3.12 | 4.54 | 5.07 | 2.99 | 3.15 | 2.30 | 5.00 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/25/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAP (Credicorp Ltd.) |
-25.99%
Nov 1997 – Nov 2000 |
-15.75%
Dec 1995 – Dec 2000 |
0.53%
Mar 2013 – Mar 2023 |
5.56%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAP (Credicorp Ltd.) |
79.33%
Oct 2004 – Oct 2007 |
62.92%
Oct 2002 – Oct 2007 |
38.86%
Dec 2000 – Dec 2010 |
28.37%
Aug 2002 – Aug 2017 |
Annualized Rolling Returns Comparison Chart