Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSBR (Banco Santander (Brasil) S.A.) | -10.95% | 9.38% | 1.50% | -4.18% | 5.62% | 0.91% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSBR (Banco Santander (Brasil) S.A.) | 10/08/2009 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.68 | 9.38 | 1.50 | -4.18 | 5.62 | 0.91 | NA | … | … | -10.95 | 67.48 | -36.77 | 29.06 | 7.58 | -33.19 | -23.78 | 12.08 | 19.04 | 11.06 | 137.55 | -16.90 | -4.18 | -14.09 | -7.39 | -37.79 | 0.80 | 7.96 |
| Sharpe Ratio | NA | 0.25 | 0.02 | -0.09 | 0.12 | NA | NA | … | … | -0.54 | 2.05 | -1.42 | 0.79 | 0.15 | -0.85 | -0.34 | 0.32 | 0.41 | 0.26 | 3.01 | -0.37 | -0.13 | -0.52 | -0.23 | -0.88 | 0.02 | 1.14 |
| Standard Deviation(%) | NA | 32.79 | 30.91 | 34.48 | 41.38 | NA | NA | … | … | 36.86 | 31.63 | 28.54 | 32.40 | 41.15 | 38.97 | 70.08 | 33.59 | 42.97 | 39.68 | 45.68 | 45.40 | 31.82 | 27.24 | 32.51 | 42.90 | 39.43 | 34.55 |
| Draw Down(%) | NA | 25.23 | 39.52 | 47.63 | 69.39 | NA | NA | … | … | 25.23 | 13.16 | 39.15 | 24.00 | 36.90 | 39.90 | 67.40 | 27.79 | 39.43 | 37.24 | 19.13 | 46.09 | 34.91 | 30.03 | 38.93 | 48.38 | 28.75 | 14.42 |
| Yield(%) | 0.00 | 8.32 | 5.66 | 4.29 | 7.21 | 3.46 | 2.40 | … | … | 3.80 | 8.33 | 4.67 | 6.63 | 8.03 | 6.14 | 5.10 | 2.76 | 3.32 | 1.98 | 3.98 | 5.83 | 14.60 | 2.28 | 3.23 | 2.68 | 2.89 | 0.72 |
Data as of 06/05/2026, Common starting date is 10/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSBR (Banco Santander (Brasil) S.A.) |
-20.90%
Dec 2010 – Dec 2013 |
-20.38%
Sep 2010 – Sep 2015 |
-4.96%
Sep 2010 – Sep 2020 |
-3.08%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSBR (Banco Santander (Brasil) S.A.) |
64.73%
Jan 2016 – Jan 2019 |
28.57%
Jan 2014 – Jan 2019 |
13.63%
Jan 2016 – Jan 2026 |
2.30%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart