Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRMSY (BR Malls Participacoes SA ADR) | NA | 44.03% | -28.79% | -13.51% | -17.03% | NA | NA | … | … |
Data as of 01/11/2023, Common starting date is 10/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRMSY (BR Malls Participacoes SA ADR) | 10/04/2010 | 01/11/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 44.03 | -28.79 | -13.51 | -17.03 | NA | NA | … | … | 0.00 | 36.48 | -35.66 | -53.37 | 39.50 | -14.93 | 17.67 | 30.43 | -54.42 | -14.61 | -47.11 | 45.83 | -10.43 | 24.40 |
| Sharpe Ratio | NA | 0.54 | -0.23 | -0.15 | -0.23 | NA | NA | … | … | 0.00 | 0.44 | -0.37 | -0.34 | 0.59 | -0.25 | 0.47 | 0.50 | -1.04 | -0.28 | -1.20 | 1.29 | -0.27 | 3.50 |
| Standard Deviation(%) | NA | 79.26 | 115.00 | 98.36 | 77.65 | NA | NA | … | … | NA | 79.45 | 96.41 | 156.01 | 64.74 | 65.31 | 36.08 | 60.11 | 52.45 | 52.15 | 39.39 | 35.83 | 38.37 | 40.77 |
| Draw Down(%) | NA | 40.34 | 78.69 | 78.69 | 91.17 | NA | NA | … | … | 0.00 | 40.34 | 47.77 | 78.69 | 38.05 | 55.16 | 27.12 | 40.88 | 62.69 | 47.94 | 48.43 | 22.30 | 25.03 | 9.65 |
| Yield(%) | 0.00 | 0.79 | 0.07 | 1.51 | 0.63 | 0.75 | 0.56 | … | … | 0.00 | 0.75 | 0.00 | 0.00 | 7.84 | 0.65 | 0.62 | 0.00 | 2.59 | 2.86 | 1.15 | 0.77 | 0.00 | 0.00 |
Data as of 01/11/2023, Common starting date is 10/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRMSY (BR Malls Participacoes SA ADR) |
-43.77%
Sep 2012 – Sep 2015 |
-23.10%
Dec 2010 – Dec 2015 |
-18.40%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRMSY (BR Malls Participacoes SA ADR) |
11.93%
Jan 2016 – Jan 2019 |
-2.99%
Jan 2015 – Jan 2020 |
-13.04%
Feb 2011 – Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart