Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIG (Companhia Energética de Minas Gerais – CEMIG) | 8.91% | 26.92% | 39.53% | 18.08% | 13.67% | 4.58% | 14.07% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIG (Companhia Energética de Minas Gerais – CEMIG) | 11/18/1996 | 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 (%) | -2.78 | 26.92 | 39.53 | 18.08 | 13.67 | 4.58 | 14.07 | … | … | 8.91 | 31.65 | 78.11 | -2.69 | -3.61 | 10.56 | -46.13 | -1.35 | 86.51 | -6.52 | 75.04 | -68.38 | 32.43 | -0.45 | 16.88 | 17.59 | 10.61 | 37.23 | -20.33 | 270.31 | 50.58 | 281.83 | 42.24 | 194.42 | -28.15 | -0.92 | -23.95 | 23.29 | -57.69 | 25.91 | 4.58 |
| Sharpe Ratio | NA | 0.75 | 0.86 | 0.37 | 0.26 | NA | NA | … | … | 0.88 | 0.96 | 1.25 | -0.14 | -0.09 | 0.26 | -0.49 | -0.08 | 1.62 | -0.13 | 1.03 | -1.28 | 0.65 | -0.01 | 0.40 | 0.56 | 0.35 | 0.84 | -0.30 | 2.93 | 1.12 | 3.56 | 0.82 | 3.93 | -0.42 | -0.06 | -0.47 | 0.27 | -0.65 | 0.40 | 1.31 |
| Standard Deviation(%) | NA | 29.87 | 43.31 | 46.00 | 53.93 | NA | NA | … | … | 31.97 | 30.00 | 59.48 | 45.02 | 53.27 | 40.59 | 94.45 | 33.61 | 52.87 | 54.78 | 72.98 | 53.56 | 49.90 | 35.92 | 42.30 | 31.10 | 29.89 | 44.08 | 70.47 | 91.73 | 42.47 | 78.58 | 50.61 | 49.23 | 70.28 | 60.14 | 60.52 | 73.13 | 94.09 | 55.94 | 33.47 |
| Draw Down(%) | NA | 19.55 | 22.06 | 49.64 | 80.37 | NA | NA | … | … | 19.55 | 16.66 | 16.95 | 33.72 | 38.94 | 32.08 | 79.02 | 27.54 | 34.52 | 46.87 | 34.42 | 72.73 | 45.90 | 32.68 | 46.12 | 30.35 | 19.86 | 23.43 | 51.07 | 28.31 | 27.42 | 19.39 | 42.26 | 30.74 | 67.38 | 54.86 | 41.18 | 48.07 | 74.76 | 42.67 | 9.68 |
| Yield(%) | 0.00 | 12.03 | 26.79 | 18.52 | 16.50 | 4.52 | 8.93 | … | … | 4.05 | 16.20 | 53.69 | 9.57 | 17.30 | 15.46 | 3.65 | 2.88 | 8.68 | 3.84 | 19.07 | 4.45 | 23.47 | 8.61 | 18.96 | 10.54 | 8.51 | 4.76 | 5.54 | 7.88 | 15.96 | 112.25 | 5.60 | 31.32 | 24.03 | 0.00 | 11.27 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIG (Companhia Energética de Minas Gerais – CEMIG) |
-34.43%
Apr 1998 – Apr 2001 |
-32.69%
Sep 1997 – Sep 2002 |
-7.77%
Apr 2014 – Apr 2024 |
-1.77%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIG (Companhia Energética de Minas Gerais – CEMIG) |
243.03%
Jun 2004 – Jun 2007 |
177.46%
Sep 2002 – Sep 2007 |
73.48%
Jul 2002 – Jul 2012 |
44.62%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart