Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKNIY (Bankinter SA ADR) | 83.70% | 76.95% | 51.40% | 36.49% | 14.55% | 10.92% | NA | 6.16% |
Data as of 07/30/2025, AR inception is 09/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKNIY (Bankinter SA ADR) | 09/27/2007 | 07/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.43 | 76.95 | 51.40 | 36.49 | 14.55 | 10.92 | NA | 6.16 | 83.70 | 27.15 | 7.26 | 33.72 | 36.00 | -28.26 | -4.26 | -8.25 | 19.46 | 20.51 | -9.19 | 22.55 | 53.93 | -24.97 | 18.09 | -50.82 | 40.19 | -51.34 | 31.19 |
| Sharpe Ratio | NA | 1.97 | 1.03 | 0.72 | 0.29 | NA | NA | 0.08 | 5.62 | 0.52 | 0.09 | 0.52 | 0.92 | -0.45 | -0.17 | -0.29 | 0.87 | 0.47 | -0.20 | 0.49 | 0.32 | -0.36 | 0.23 | -0.79 | 0.52 | -0.99 | 2.58 |
| Standard Deviation(%) | NA | 40.24 | 43.41 | 46.75 | 43.80 | NA | NA | 65.51 | 37.40 | 44.97 | 38.44 | 62.51 | 39.11 | 63.02 | 33.29 | 32.88 | 21.82 | 43.62 | 45.32 | 45.55 | 169.80 | 69.48 | 78.05 | 64.79 | 77.49 | 52.49 | 71.37 |
| Draw Down(%) | NA | 20.90 | 25.68 | 33.81 | 70.95 | NA | NA | 83.77 | 20.90 | 17.30 | 25.68 | 28.79 | 26.64 | 59.02 | 29.86 | 30.42 | 9.35 | 22.45 | 19.93 | 24.38 | 63.78 | 61.56 | 38.62 | 52.36 | 32.11 | 52.97 | 10.71 |
| Yield(%) | 0.00 | 5.28 | 8.29 | 14.02 | 6.63 | 8.20 | 3.70 | 4.35 | 1.75 | 6.54 | 7.25 | 5.70 | 41.70 | 1.42 | 4.00 | 3.65 | 3.48 | 3.39 | 3.09 | 1.54 | 4.27 | 2.85 | 4.69 | 1.96 | 12.97 | 2.94 | 0.76 |
Data as of 07/30/2025, AR inception is 09/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKNIY (Bankinter SA ADR) |
-34.85%
Jun 2009 - Jun 2012 |
-21.54%
Dec 2007 - Dec 2012 |
-5.57%
Mar 2010 - Mar 2020 |
-1.16%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKNIY (Bankinter SA ADR) |
39.28%
Jun 2012 - Jun 2015 |
40.71%
Mar 2020 - Mar 2025 |
14.80%
Jun 2012 - Jun 2022 |
12.09%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart