Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSAC (Banco Santander-Chile) | 40.90% | 40.23% | 23.63% | 13.15% | 7.63% | 4.17% | 8.33% | 8.21% |
Data as of 07/03/2025, AR inception is 11/01/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSAC (Banco Santander-Chile) | 11/01/1994 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | 40.23 | 23.63 | 13.15 | 7.63 | 4.17 | 8.33 | 8.21 | 40.90 | 0.89 | 31.74 | 2.99 | -11.02 | -12.99 | -19.87 | -0.13 | 49.41 | 30.97 | -5.65 | -12.83 | -13.94 | 1.32 | -15.97 | 48.79 | 93.42 | -28.75 | 9.91 | 12.23 | 39.78 | 50.08 | 33.45 | -11.52 | 19.50 | -5.28 | 43.70 | -33.15 | -3.78 | 0.54 | 34.31 | -14.37 |
| Sharpe Ratio | NA | 1.50 | 0.67 | 0.36 | 0.20 | NA | NA | 0.21 | 3.59 | -0.24 | 1.05 | 0.05 | -0.28 | -0.25 | -0.86 | -0.07 | 2.35 | 1.41 | -0.22 | -0.61 | -0.59 | 0.06 | -0.44 | 1.67 | 2.81 | -0.47 | 0.30 | 0.35 | 1.61 | 1.94 | 1.61 | -0.55 | 0.73 | -0.35 | 1.21 | -0.93 | -0.27 | -0.20 | 0.80 | -1.79 |
| Standard Deviation(%) | NA | 24.70 | 27.38 | 31.38 | 30.64 | NA | NA | 30.37 | 26.59 | 23.60 | 26.35 | 33.52 | 39.04 | 53.20 | 24.60 | 21.88 | 20.88 | 21.76 | 25.60 | 21.15 | 23.61 | 20.98 | 36.77 | 29.09 | 33.21 | 62.77 | 23.02 | 25.83 | 23.31 | 25.31 | 20.34 | 22.91 | 23.82 | 26.47 | 33.44 | 39.22 | 27.02 | 14.71 | 38.17 | 36.56 |
| Draw Down(%) | NA | 14.16 | 20.67 | 42.63 | 63.90 | NA | NA | 63.90 | 11.20 | 12.47 | 20.67 | 37.02 | 36.53 | 50.83 | 33.65 | 15.45 | 15.69 | 9.41 | 22.62 | 28.69 | 27.29 | 20.36 | 35.01 | 14.75 | 19.62 | 48.47 | 20.43 | 22.01 | 14.41 | 19.25 | 12.92 | 26.22 | 18.97 | 31.52 | 17.78 | 53.68 | 28.07 | 13.66 | 29.93 | 16.25 |
| Yield(%) | 0.00 | 7.12 | 7.13 | 6.62 | 5.64 | 4.06 | 8.20 | 9.97 | 7.21 | 3.89 | 8.16 | 7.31 | 4.67 | 3.71 | 3.78 | 4.59 | 4.87 | 6.21 | 5.87 | 4.30 | 3.65 | 3.89 | 3.51 | 3.20 | 4.43 | 3.66 | 4.05 | 3.72 | 5.65 | 5.84 | 4.97 | 5.46 | 5.63 | 3.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 11/01/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSAC (Banco Santander-Chile) |
-20.86%
Oct 2017 - Oct 2020 |
-10.29%
Oct 2017 - Oct 2022 |
-5.55%
Sep 2010 - Sep 2020 |
2.03%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSAC (Banco Santander-Chile) |
47.13%
Jan 2003 - Jan 2006 |
31.12%
Oct 2002 - Oct 2007 |
22.74%
Sep 2000 - Sep 2010 |
16.56%
Sep 1998 - Sep 2013 |
Annualized Rolling Returns Comparison Chart