Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBD (Banco Bradesco S.A.) | 71.33% | 49.01% | 7.16% | 2.42% | -2.07% | -2.67% | 3.26% | 10.41% |
Data as of 07/03/2025, AR inception is 08/02/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBD (Banco Bradesco S.A.) | 08/02/2002 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 2.99 | 49.01 | 7.16 | 2.42 | -2.07 | -2.67 | 3.26 | 10.41 | 71.33 | -41.92 | 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 | 1.08 | 0.00 | 0.05 | -0.09 | NA | NA | 0.18 | 4.46 | -1.42 | 0.81 | -0.14 | -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 | 1.33 | 1.24 | 4.45 | 1.29 | 2.97 | -0.05 |
| Standard Deviation(%) | NA | 38.27 | 40.37 | 40.97 | 46.18 | NA | NA | 47.24 | 41.89 | 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 | 34.77 | 46.07 | 53.48 | 79.00 | NA | NA | 79.36 | 12.56 | 43.13 | 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(%) | 0.00 | 7.27 | 6.52 | 5.20 | 4.21 | 2.71 | 9.64 | 32.56 | 5.49 | 4.51 | 13.20 | 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 07/03/2025, AR inception 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 |
-22.42%
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