Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBDO (Banco Bradesco S.A.) | 3.73% | 23.52% | 10.46% | -3.71% | 3.51% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/13/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBDO (Banco Bradesco S.A.) | 03/13/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.93 | 23.52 | 10.46 | -3.71 | 3.51 | NA | NA | … | … | 3.73 | 76.03 | -39.23 | 34.59 | -8.86 | -35.72 | -27.47 | 26.47 | 16.68 | 18.37 | 95.26 | -48.85 | -4.49 | -7.13 | 1.01 |
| Sharpe Ratio | NA | 0.87 | 0.23 | -0.06 | 0.06 | NA | NA | … | … | 0.75 | 2.01 | -1.13 | 0.63 | -0.22 | -0.80 | -0.39 | 0.65 | 0.30 | 0.35 | 1.38 | -0.67 | -0.08 | -0.10 | 0.03 |
| Standard Deviation(%) | NA | 35.71 | 41.61 | 43.07 | 48.25 | NA | NA | … | … | 37.03 | 36.51 | 37.82 | 49.38 | 47.57 | 44.67 | 70.40 | 38.47 | 50.68 | 50.75 | 68.85 | 72.83 | 54.69 | 69.19 | 36.09 |
| Draw Down(%) | NA | 18.51 | 41.27 | 56.19 | 72.29 | NA | NA | … | … | 18.51 | 13.71 | 41.27 | 24.50 | 38.86 | 40.44 | 66.44 | 29.37 | 43.53 | 23.76 | 24.90 | 53.87 | 37.17 | 40.21 | 27.67 |
| Yield(%) | 0.11 | 9.01 | 7.50 | 3.17 | 3.11 | 1.81 | 1.36 | … | … | 2.36 | 12.87 | 5.60 | 10.35 | 2.30 | 1.52 | 1.68 | 4.44 | 2.28 | 2.61 | 7.43 | 2.95 | 3.57 | 2.35 | 2.65 |
Data as of 06/05/2026, Common starting date is 03/13/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBDO (Banco Bradesco S.A.) |
-27.56%
Jan 2020 – Jan 2023 |
-19.05%
Dec 2019 – Dec 2024 |
-6.09%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBDO (Banco Bradesco S.A.) |
45.28%
Jan 2016 – Jan 2019 |
19.86%
Dec 2015 – Dec 2020 |
9.32%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart