Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPCGF (Banco Comercial Português S.A) | 6.25% | 33.16% | 69.18% | 36.06% | -11.69% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPCGF (Banco Comercial Português S.A) | 03/15/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.11 | 33.16 | 69.18 | 36.06 | -11.69 | NA | NA | … | … | 6.25 | 126.84 | 63.70 | 125.00 | -36.84 | 106.76 | -28.57 | -16.00 | -26.47 | -73.85 | -75.24 | -36.36 | -27.10 | 188.89 | -60.87 |
| Sharpe Ratio | NA | 1.88 | 1.52 | 0.52 | -0.14 | NA | NA | … | … | 0.59 | 2.26 | 1.86 | 2.13 | -0.38 | 2.16 | -0.22 | -0.49 | -0.81 | -0.36 | -1.01 | -0.26 | -0.28 | 2.04 | -0.76 |
| Standard Deviation(%) | NA | 22.75 | 43.33 | 64.80 | 97.82 | NA | NA | … | … | 22.72 | 40.76 | 45.55 | 57.26 | 100.68 | 95.18 | 129.35 | 35.36 | 34.24 | 210.13 | 74.40 | 138.59 | 98.35 | 92.47 | 91.55 |
| Draw Down(%) | NA | 8.11 | 27.03 | 51.68 | 97.85 | NA | NA | … | … | 8.11 | 5.62 | 5.88 | 27.03 | 52.00 | 34.78 | 68.00 | 27.59 | 35.90 | 88.46 | 75.24 | 58.33 | 49.32 | 26.67 | 65.22 |
| Yield(%) | 0.00 | 4.25 | 5.15 | 3.04 | 0.10 | 0.02 | 0.02 | … | … | 0.00 | 6.80 | 0.00 | 0.00 | 0.53 | 0.00 | 0.00 | 0.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPCGF (Banco Comercial Português S.A) |
-80.38%
Feb 2014 – Feb 2017 |
-59.60%
Apr 2015 – Apr 2020 |
-35.58%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPCGF (Banco Comercial Português S.A) |
105.70%
Apr 2023 – Apr 2026 |
63.54%
Aug 2020 – Aug 2025 |
-11.69%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart