Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BNDSY (Banco de Sabadell SA ADR) | 81.79% | 80.38% | 73.35% | 63.39% | 6.46% | NA | NA | 6.91% |
Data as of 07/03/2025, AR inception is 08/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNDSY (Banco de Sabadell SA ADR) | 08/29/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.03 | 80.38 | 73.35 | 63.39 | 6.46 | NA | NA | 6.91 | 81.79 | 80.21 | 21.69 | 56.98 | 47.81 | -62.72 | 2.93 | -37.76 | 40.33 | -3.09 | -32.90 | 9.29 | -5.76 | 7.45 |
| Sharpe Ratio | NA | 1.15 | 1.06 | 0.76 | 0.07 | NA | NA | 0.08 | 2.96 | 1.28 | 0.24 | 0.60 | 0.73 | -0.55 | 0.04 | -1.09 | 1.23 | -0.06 | -0.45 | 0.20 | -0.06 | 0.75 |
| Standard Deviation(%) | NA | 67.15 | 66.13 | 80.79 | 67.68 | NA | NA | 69.65 | 76.81 | 59.60 | 75.52 | 92.72 | 65.03 | 113.32 | 37.49 | 35.99 | 32.40 | 50.96 | 72.66 | 46.08 | 101.52 | 32.25 |
| Draw Down(%) | NA | 22.81 | 31.52 | 39.70 | 86.55 | NA | NA | 91.99 | 22.43 | 22.81 | 31.52 | 39.70 | 26.25 | 75.21 | 34.59 | 48.23 | 13.22 | 32.13 | 56.34 | 35.29 | 52.16 | 13.86 |
| Yield(%) | 0.00 | 6.75 | 10.76 | 15.83 | 1.92 | 2.48 | 1.86 | 3.10 | 6.81 | 2.94 | 5.78 | 8.14 | 0.00 | 1.65 | 2.46 | 3.90 | 3.65 | 3.58 | 9.28 | 0.60 | 6.90 | 0.00 |
Data as of 07/03/2025, AR inception is 08/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNDSY (Banco de Sabadell SA ADR) |
-44.19%
Oct 2017 - Oct 2020 |
-33.57%
Apr 2015 - Apr 2020 |
-8.49%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNDSY (Banco de Sabadell SA ADR) |
66.76%
Apr 2022 - Apr 2025 |
65.00%
May 2020 - May 2025 |
6.24%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart