Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBSEY (BB Seguridade Participacoes SA) | 12.48% | 10.34% | 17.61% | 11.63% | 3.45% | NA | NA | 2.67% |
Data as of 07/18/2025, AR inception is 04/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBSEY (BB Seguridade Participacoes SA) | 04/01/2014 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.82 | 10.34 | 17.61 | 11.63 | 3.45 | NA | NA | 2.67 | 12.48 | -8.66 | 20.49 | 84.81 | -31.91 | -34.83 | 49.46 | -7.44 | 7.31 | 55.26 | -47.27 | 8.31 |
| Sharpe Ratio | NA | 0.39 | 0.65 | 0.35 | 0.05 | NA | NA | 0.04 | 0.91 | -0.57 | 0.61 | 2.40 | -1.04 | -0.68 | 1.39 | -0.24 | 0.18 | 1.08 | -1.04 | 0.31 |
| Standard Deviation(%) | NA | 27.83 | 28.18 | 30.20 | 38.01 | NA | NA | 37.84 | 32.38 | 21.58 | 27.63 | 34.98 | 30.83 | 51.22 | 34.42 | 36.44 | 37.46 | 50.99 | 45.58 | 35.70 |
| Draw Down(%) | NA | 18.59 | 18.59 | 40.95 | 59.55 | NA | NA | 65.20 | 18.59 | 17.69 | 15.27 | 19.85 | 36.46 | 56.98 | 21.91 | 43.49 | 20.39 | 25.05 | 51.48 | 31.27 |
| Yield(%) | 0.00 | 10.44 | 11.84 | 8.74 | 5.73 | 3.80 | 2.85 | 5.19 | 6.86 | 7.20 | 11.44 | 10.73 | 3.26 | 8.83 | 8.84 | 9.65 | 5.92 | 10.78 | 4.65 | 2.39 |
Data as of 07/18/2025, AR inception is 04/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBSEY (BB Seguridade Participacoes SA) |
-13.19%
Mar 2018 - Mar 2021 |
-9.80%
Oct 2016 - Oct 2021 |
-1.13%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBSEY (BB Seguridade Participacoes SA) |
32.29%
Sep 2021 - Sep 2024 |
18.00%
Apr 2020 - Apr 2025 |
4.81%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart