Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCH (Banco De Chile) | 3.55% | 30.51% | 28.40% | 22.07% | 26.39% | 16.08% | 18.67% | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCH (Banco De Chile) | 08/02/2002 | 06/04/2026 |
| 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 (%) | -3.31 | 30.51 | 28.40 | 22.07 | 26.39 | 16.08 | 18.67 | … | … | 3.55 | 81.24 | 6.14 | 23.37 | 41.23 | -20.88 | 2.53 | -24.00 | 180.71 | 45.14 | 29.93 | -7.55 | -17.59 | -4.54 | 22.65 | -3.17 | 74.69 | 80.68 | -24.28 | -4.06 | 29.76 | 11.24 | 45.94 | 81.97 | 8.87 |
| Sharpe Ratio | NA | 0.99 | 1.06 | 0.71 | 0.56 | NA | NA | … | … | 0.36 | 3.29 | 0.12 | 0.79 | 1.21 | -0.60 | 0.05 | -0.96 | 1.61 | 2.12 | 1.67 | -0.38 | -1.00 | -0.22 | 1.20 | -0.10 | 2.45 | 2.29 | -0.39 | -0.22 | 1.24 | 0.47 | 2.07 | 3.50 | 1.03 |
| Standard Deviation(%) | NA | 29.71 | 25.50 | 28.37 | 45.35 | NA | NA | … | … | 37.66 | 23.93 | 20.40 | 25.31 | 32.93 | 34.57 | 46.69 | 26.43 | 112.38 | 21.05 | 17.84 | 19.73 | 17.63 | 21.00 | 19.00 | 32.93 | 30.48 | 35.20 | 65.03 | 33.27 | 21.35 | 18.98 | 21.74 | 23.22 | 21.26 |
| Draw Down(%) | NA | 20.00 | 20.00 | 26.93 | 56.58 | NA | NA | … | … | 20.00 | 13.79 | 12.05 | 17.02 | 26.93 | 36.47 | 39.20 | 36.94 | 17.35 | 15.56 | 8.59 | 18.23 | 19.78 | 16.89 | 15.87 | 26.16 | 14.58 | 14.98 | 57.63 | 19.18 | 20.09 | 10.23 | 18.81 | 14.50 | 10.00 |
| Yield(%) | 0.00 | 7.24 | 9.18 | 9.33 | 6.87 | 4.83 | 10.77 | … | … | 5.71 | 9.36 | 7.38 | 10.51 | 8.19 | 2.93 | 3.81 | 3.65 | 3.09 | 3.86 | 5.10 | 4.78 | 4.32 | 4.70 | 4.38 | 4.37 | 7.10 | 7.27 | 9.65 | 4.78 | 0.87 | 6.29 | 6.87 | 3.83 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BCH (Banco De Chile) |
-14.89%
Dec 2018 – Dec 2021 |
-2.91%
May 2011 – May 2016 |
9.16%
Feb 2006 – Feb 2016 |
13.25%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCH (Banco De Chile) |
79.24%
Feb 2016 – Feb 2019 |
39.95%
Jan 2014 – Jan 2019 |
32.51%
Nov 2008 – Nov 2018 |
23.35%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison Chart