Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVN (Compañía de Minas Buenaventura S.A.A.) | 26.72% | 119.47% | 74.11% | 24.65% | 13.22% | 0.61% | 5.66% | … | … |
Data as of 06/04/2026, Common starting date is 05/15/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVN (Compañía de Minas Buenaventura S.A.A.) | 05/15/1996 | 06/04/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.11 | 119.47 | 74.11 | 24.65 | 13.22 | 0.61 | 5.66 | … | … | 26.72 | 147.96 | -24.06 | 106.39 | 2.44 | -39.95 | -19.27 | -6.40 | 15.89 | 25.67 | 164.20 | -55.23 | -14.51 | -68.38 | -4.75 | -20.65 | 48.05 | 68.80 | -28.90 | 104.63 | 0.87 | 25.46 | -17.98 | 119.19 | 28.91 | 44.92 | -8.77 | 23.56 | -18.75 | -6.57 | -4.86 |
| Sharpe Ratio | NA | 3.10 | 1.85 | 0.57 | 0.30 | NA | NA | … | … | 1.83 | 3.74 | -0.81 | 2.55 | 0.02 | -0.89 | -0.27 | -0.25 | 0.44 | 0.75 | 2.54 | -0.94 | -0.31 | -1.50 | -0.18 | -0.47 | 1.36 | 1.14 | -0.34 | 2.39 | -0.06 | 0.58 | -0.42 | 3.05 | 0.67 | 1.29 | -0.36 | 0.46 | -0.37 | -0.28 | -0.49 |
| Standard Deviation(%) | NA | 48.88 | 42.02 | 45.28 | 45.93 | NA | NA | … | … | 60.88 | 39.04 | 34.19 | 40.80 | 54.77 | 45.15 | 72.15 | 31.16 | 32.83 | 33.44 | 64.51 | 59.07 | 47.00 | 45.70 | 26.33 | 43.90 | 35.21 | 60.28 | 86.55 | 42.71 | 44.59 | 39.70 | 45.33 | 38.89 | 41.51 | 33.48 | 36.26 | 44.34 | 59.64 | 36.52 | 23.05 |
| Draw Down(%) | NA | 30.64 | 38.30 | 56.93 | 70.16 | NA | NA | … | … | 30.64 | 20.93 | 38.30 | 22.18 | 53.69 | 50.20 | 60.26 | 22.21 | 29.74 | 23.70 | 37.82 | 68.63 | 39.29 | 70.21 | 24.28 | 26.40 | 21.73 | 29.05 | 76.52 | 23.00 | 26.06 | 21.10 | 33.20 | 19.07 | 36.14 | 18.18 | 47.92 | 22.73 | 58.33 | 47.42 | 25.15 |
| Yield(%) | 0.00 | 7.02 | 7.25 | 2.68 | 1.78 | 0.58 | 1.69 | … | … | 3.46 | 3.61 | 0.50 | 0.96 | 1.00 | 0.00 | 0.00 | 0.53 | 0.62 | 0.72 | 0.68 | 0.00 | 0.30 | 0.86 | 1.54 | 1.16 | 1.32 | 0.79 | 0.66 | 1.99 | 1.59 | 1.63 | 1.11 | 3.40 | 1.52 | 1.47 | 0.96 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/15/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVN (Compañía de Minas Buenaventura S.A.A.) |
-50.53%
Dec 2012 – Dec 2015 |
-38.02%
Dec 2010 – Dec 2015 |
-16.90%
Jul 2012 – Jul 2022 |
-9.60%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVN (Compañía de Minas Buenaventura S.A.A.) |
81.65%
Feb 2023 – Feb 2026 |
45.61%
Feb 2003 – Feb 2008 |
34.89%
Nov 2000 – Nov 2010 |
18.44%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart