Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCU (Compañía Cervecerías Unidas S.A.) | -11.18% | -16.71% | -8.04% | -4.61% | -2.84% | -0.73% | 6.80% | … | … |
Data as of 06/04/2026, Common starting date is 02/19/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCU (Compañía Cervecerías Unidas S.A.) | 02/19/1993 | 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 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.93 | -16.71 | -8.04 | -4.61 | -2.84 | -0.73 | 6.80 | … | … | -11.18 | 15.83 | -6.22 | -2.48 | -15.00 | 24.88 | -19.37 | -17.78 | -12.52 | 43.87 | -0.83 | 19.56 | -20.84 | -21.06 | 31.51 | 13.25 | 74.03 | 67.38 | -14.75 | 27.64 | 29.65 | 9.31 | 26.52 | 175.16 | -8.95 | -8.43 | -72.73 | 71.05 | -34.02 | 83.52 | -30.38 | -6.60 | -12.66 | 87.07 |
| Sharpe Ratio | NA | -0.54 | -0.34 | -0.20 | -0.12 | NA | NA | … | … | -0.52 | 0.47 | -0.38 | -0.22 | -0.50 | 0.87 | -0.52 | -0.91 | -0.71 | 2.41 | -0.04 | 0.67 | -1.06 | -0.90 | 1.40 | 0.46 | 2.86 | 1.92 | -0.31 | 0.72 | 1.18 | 0.05 | 0.19 | 5.03 | -0.05 | -0.06 | -0.31 | 1.73 | -0.80 | 3.35 | -1.60 | -0.28 | -0.34 | 3.90 |
| Standard Deviation(%) | NA | 29.21 | 27.91 | 29.07 | 27.33 | NA | NA | … | … | 33.48 | 27.44 | 25.71 | 28.64 | 32.87 | 28.45 | 37.74 | 21.12 | 19.55 | 17.99 | 24.67 | 29.31 | 19.66 | 23.33 | 22.74 | 28.98 | 25.87 | 35.00 | 51.28 | 34.38 | 22.37 | 133.99 | 135.29 | 34.68 | 191.02 | 193.17 | 251.98 | 39.03 | 46.70 | 23.69 | 21.15 | 38.13 | 46.93 | 26.52 |
| Draw Down(%) | NA | 29.44 | 40.96 | 49.67 | 61.79 | NA | NA | … | … | 29.44 | 25.85 | 26.26 | 38.20 | 44.34 | 25.29 | 44.73 | 38.63 | 16.86 | 12.09 | 18.68 | 16.78 | 23.54 | 33.64 | 21.31 | 21.19 | 16.92 | 16.52 | 39.42 | 24.79 | 17.08 | 61.74 | 60.61 | 11.10 | 64.83 | 71.82 | 76.47 | 33.94 | 56.49 | 20.00 | 39.05 | 35.12 | 47.57 | 17.34 |
| Yield(%) | 0.00 | 2.49 | 2.48 | 3.99 | 3.32 | 3.48 | 10.55 | … | … | 1.31 | 3.45 | 3.27 | 1.99 | 4.83 | 13.30 | 3.00 | 6.18 | 2.64 | 2.71 | 2.32 | 2.80 | 2.48 | 3.22 | 5.46 | 7.71 | 12.80 | 13.70 | 14.30 | 6.26 | 9.99 | 8.46 | 7.72 | 70.12 | 9.40 | 10.74 | 2.90 | 3.38 | 0.68 | 0.90 | 0.35 | 0.86 | 0.31 | 0.65 |
Data as of 06/04/2026, Common starting date is 02/19/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCU (Compañía Cervecerías Unidas S.A.) |
-38.97%
Dec 1999 – Dec 2002 |
-26.03%
Sep 1997 – Sep 2002 |
-6.15%
Apr 1993 – Apr 2003 |
-0.74%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCU (Compañía Cervecerías Unidas S.A.) |
65.02%
Sep 2002 – Sep 2005 |
53.36%
Oct 2002 – Oct 2007 |
37.90%
Sep 2002 – Sep 2012 |
24.64%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart