Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBD (Banco Bradesco S.A.) | 3.33% | 26.62% | 9.16% | -0.91% | -0.26% | -3.32% | 0.18% | … | … |
Data as of 06/05/2026, Common starting date is 08/02/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBD (Banco Bradesco S.A.) | 08/02/2002 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.62 | 26.62 | 9.16 | -0.91 | -0.26 | -3.32 | 0.18 | … | … | 3.33 | 95.08 | -42.16 | 35.35 | -5.11 | -31.65 | -44.89 | -4.10 | 10.07 | 22.22 | 130.32 | -54.04 | 11.19 | -25.68 | 7.41 | -14.45 | 4.94 | 127.62 | -67.42 | 60.13 | 52.72 | 198.16 | 50.00 | 110.16 | -1.09 |
| Sharpe Ratio | NA | 0.88 | 0.23 | -0.02 | -0.03 | NA | NA | … | … | 0.42 | 2.53 | -1.34 | 0.83 | -0.15 | -0.78 | -0.60 | -0.15 | 0.21 | 0.59 | 2.45 | -1.19 | 0.26 | -0.83 | 0.27 | -0.39 | 0.14 | 2.41 | -0.70 | 1.32 | 1.23 | 4.45 | 1.28 | 2.97 | -0.05 |
| Standard Deviation(%) | NA | 33.39 | 35.37 | 38.91 | 44.10 | NA | NA | … | … | 38.29 | 36.57 | 34.22 | 38.65 | 45.13 | 40.55 | 74.99 | 36.25 | 41.47 | 36.62 | 53.19 | 45.29 | 42.58 | 30.93 | 27.24 | 37.47 | 35.57 | 52.96 | 97.42 | 43.27 | 40.17 | 44.04 | 38.15 | 36.84 | 72.62 |
| Draw Down(%) | NA | 18.53 | 44.16 | 53.67 | 79.09 | NA | NA | … | … | 18.53 | 12.56 | 43.37 | 24.48 | 39.41 | 38.73 | 71.62 | 38.12 | 44.73 | 28.59 | 24.30 | 56.81 | 35.13 | 39.78 | 29.33 | 31.61 | 29.72 | 31.86 | 76.62 | 26.10 | 41.05 | 18.22 | 36.40 | 21.27 | 45.07 |
| Yield(%) | 0.11 | 9.70 | 7.40 | 4.44 | 5.15 | 2.33 | 4.83 | … | … | 2.39 | 15.61 | 4.33 | 13.24 | 2.72 | 4.31 | 1.55 | 5.64 | 2.93 | 4.51 | 9.35 | 3.26 | 4.45 | 2.47 | 3.02 | 3.42 | 2.39 | 4.62 | 4.19 | 1.12 | 10.58 | 44.48 | 6.09 | 22.61 | 0.60 |
Data as of 06/05/2026, Common starting date is 08/02/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBD (Banco Bradesco S.A.) |
-30.12%
Jan 2013 – Jan 2016 |
-22.49%
Dec 2019 – Dec 2024 |
-9.81%
Feb 2013 – Feb 2023 |
-8.49%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBD (Banco Bradesco S.A.) |
139.79%
Feb 2003 – Feb 2006 |
97.11%
Sep 2002 – Sep 2007 |
35.65%
Sep 2002 – Sep 2012 |
24.30%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart