Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBVXF (Banco Bilbao Vizcaya Argentaria S.A) | 63.29% | 58.26% | 63.72% | 40.49% | 9.56% | NA | NA | 12.58% |
Data as of 07/24/2025, AR inception is 05/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBVXF (Banco Bilbao Vizcaya Argentaria S.A) | 05/16/2012 | 07/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 58.26 | 63.72 | 40.49 | 9.56 | NA | NA | 12.58 | 63.29 | 17.11 | 62.74 | 1.21 | 28.15 | -4.82 | 13.14 | -37.96 | 35.10 | -7.73 | -21.37 | -10.87 | 39.71 | 41.84 |
| Sharpe Ratio | NA | 1.09 | 1.22 | 0.73 | 0.18 | NA | NA | 0.27 | 2.57 | 0.33 | 1.16 | 0.00 | 0.63 | -0.08 | 0.46 | -1.53 | 1.71 | -0.24 | -0.87 | -0.47 | 1.57 | 1.45 |
| Standard Deviation(%) | NA | 46.66 | 47.85 | 52.38 | 43.51 | NA | NA | 41.04 | 51.82 | 41.20 | 51.26 | 64.82 | 44.38 | 63.24 | 25.35 | 25.81 | 20.28 | 32.82 | 24.49 | 23.00 | 25.24 | 52.32 |
| Draw Down(%) | NA | 20.77 | 20.77 | 42.88 | 70.01 | NA | NA | 75.12 | 20.77 | 20.10 | 18.23 | 41.76 | 25.93 | 55.87 | 22.33 | 41.65 | 9.93 | 22.96 | 27.05 | 21.98 | 18.03 | 22.09 |
| Yield(%) | 0.00 | 7.42 | 14.20 | 12.10 | 3.44 | 4.98 | 3.73 | 5.75 | 4.63 | 8.32 | 8.67 | 6.35 | 2.97 | 3.13 | 5.60 | 3.33 | 2.88 | 4.26 | 0.83 | 4.67 | 4.17 | 3.35 |
Data as of 07/24/2025, AR inception is 05/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBVXF (Banco Bilbao Vizcaya Argentaria S.A) |
-28.95%
Sep 2017 - Sep 2020 |
-18.95%
Apr 2015 - Apr 2020 |
-1.90%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBVXF (Banco Bilbao Vizcaya Argentaria S.A) |
62.91%
Jun 2022 - Jun 2025 |
44.87%
Apr 2020 - Apr 2025 |
9.83%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart