Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CPA (Copa Holdings, S.A.) | 29.47% | 44.61% | 19.94% | 24.27% | 6.70% | 7.93% | NA | 11.02% |
Data as of 08/04/2025, AR inception is 12/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPA (Copa Holdings, S.A.) | 12/15/2005 | 08/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 44.61 | 19.94 | 24.27 | 6.70 | 7.93 | NA | 11.02 | 29.47 | -11.54 | 32.38 | 0.62 | 7.03 | -27.90 | 41.09 | -39.17 | 49.23 | 93.92 | -51.08 | -33.26 | 62.68 | 78.03 | 2.40 | 10.52 | 81.62 | -18.35 | -18.91 | 71.92 | 12.58 |
| Sharpe Ratio | NA | 1.04 | 0.62 | 0.58 | 0.11 | NA | NA | 0.21 | 1.69 | -0.50 | 0.92 | -0.02 | 0.18 | -0.30 | 1.15 | -1.07 | 1.96 | 2.08 | -1.05 | -0.93 | 2.29 | 3.01 | 0.07 | 0.33 | 1.54 | -0.25 | -0.46 | 1.88 | 36.14 |
| Standard Deviation(%) | NA | 31.57 | 30.89 | 38.63 | 46.49 | NA | NA | 44.82 | 29.69 | 30.18 | 31.53 | 42.50 | 38.48 | 94.24 | 34.46 | 38.09 | 24.87 | 45.06 | 48.60 | 35.72 | 27.34 | 26.18 | 33.74 | 31.39 | 52.89 | 75.88 | 47.77 | 36.69 | 51.92 |
| Draw Down(%) | NA | 19.74 | 33.47 | 42.52 | 78.94 | NA | NA | 79.20 | 13.86 | 24.58 | 33.47 | 42.52 | 29.62 | 74.64 | 20.99 | 50.36 | 13.70 | 29.17 | 64.93 | 43.61 | 12.53 | 11.17 | 18.56 | 28.41 | 33.43 | 56.79 | 57.50 | 23.44 | 5.87 |
| Yield(%) | 0.00 | 7.90 | 5.90 | 6.08 | 3.42 | 4.90 | 8.53 | 8.98 | 3.76 | 6.19 | 3.99 | 0.00 | 0.00 | 0.74 | 3.20 | 2.53 | 2.73 | 4.32 | 3.26 | 2.42 | 1.47 | 7.28 | 2.81 | 2.00 | 1.24 | 0.99 | 0.64 | 0.73 | 0.00 |
Data as of 08/04/2025, AR inception is 12/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPA (Copa Holdings, S.A.) |
-28.93%
Jul 2017 - Jul 2020 |
-14.18%
Apr 2015 - Apr 2020 |
-3.74%
Oct 2013 - Oct 2023 |
1.78%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPA (Copa Holdings, S.A.) |
47.34%
Jun 2010 - Jun 2013 |
50.42%
Nov 2008 - Nov 2013 |
17.59%
Nov 2008 - Nov 2018 |
12.58%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart