Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BNDSF (Banco de Sabadell S.A) | 79.67% | 93.35% | 68.29% | 60.53% | 8.60% | 2.46% | NA | 0.53% |
Data as of 07/03/2025, AR inception is 04/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNDSF (Banco de Sabadell S.A) | 04/21/2010 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.40 | 93.35 | 68.29 | 60.53 | 8.60 | 2.46 | NA | 0.53 | 79.67 | 74.66 | 35.66 | 55.77 | -8.70 | -36.11 | 6.43 | -38.60 | 51.94 | -34.94 | -4.86 | 4.81 | 12.27 | -49.43 | 4.82 | -24.79 |
| Sharpe Ratio | NA | 1.95 | 1.30 | 0.15 | 0.03 | NA | NA | 0.00 | 4.50 | 1.39 | 0.61 | 0.95 | -0.06 | -0.04 | 0.10 | -1.16 | 1.25 | -0.66 | -0.34 | 0.17 | 0.74 | -0.58 | 0.34 | NA |
| Standard Deviation(%) | NA | 46.23 | 49.78 | 387.11 | 274.35 | NA | NA | 235.54 | 48.79 | 48.89 | 52.18 | 55.52 | 141.20 | 833.02 | 49.85 | 34.37 | 41.10 | 53.01 | 14.44 | 27.61 | 16.63 | 85.38 | 13.42 | 0.00 |
| Draw Down(%) | NA | 23.55 | 26.31 | 99.64 | 99.93 | NA | NA | 99.96 | 23.55 | 14.37 | 26.31 | 39.69 | 46.38 | 99.87 | 30.31 | 48.22 | 13.90 | 43.27 | 8.14 | 27.73 | 6.79 | 63.22 | 0.00 | 24.79 |
| Yield(%) | 0.00 | 11.83 | 13.15 | 18.44 | 2.83 | 1.29 | 0.73 | 0.97 | 7.07 | 10.18 | 6.08 | 6.67 | 0.00 | 1.88 | 2.63 | 5.94 | 3.65 | 3.22 | 1.73 | 0.46 | 0.51 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 04/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNDSF (Banco de Sabadell S.A) |
-89.68%
Jul 2017 - Jul 2020 |
-76.19%
Jul 2015 - Jul 2020 |
-14.57%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNDSF (Banco de Sabadell S.A) |
882.33%
Jul 2020 - Jul 2023 |
63.55%
May 2020 - May 2025 |
8.09%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart