Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPAC (Cementos Pacasmayo S.A.A.) | -0.38% | 89.34% | 36.62% | 16.88% | 7.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/22/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPAC (Cementos Pacasmayo S.A.A.) | 02/22/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | 89.34 | 36.62 | 16.88 | 7.55 | NA | NA | … | … | -0.38 | 117.33 | 11.07 | 10.58 | -8.96 | -3.38 | -16.23 | 2.90 | -19.11 | 19.62 | 25.63 | -5.91 | -23.16 | -9.99 | 17.83 |
| Sharpe Ratio | NA | 1.82 | 0.89 | 0.45 | 0.17 | NA | NA | … | … | 0.00 | 2.23 | 0.26 | 0.31 | -0.26 | -0.09 | -0.35 | 0.04 | -0.62 | 0.56 | 0.75 | -0.15 | -0.83 | -0.33 | 0.83 |
| Standard Deviation(%) | NA | 51.73 | 37.39 | 36.16 | 36.82 | NA | NA | … | … | 33.17 | 51.54 | 28.16 | 22.19 | 40.12 | 40.01 | 47.28 | 33.58 | 33.22 | 34.29 | 33.91 | 38.92 | 27.81 | 30.59 | 25.56 |
| Draw Down(%) | NA | 15.32 | 21.41 | 37.23 | 56.00 | NA | NA | … | … | 15.32 | 15.00 | 21.41 | 10.85 | 36.68 | 30.68 | 40.69 | 23.52 | 28.84 | 22.45 | 18.95 | 34.93 | 30.66 | 32.87 | 27.49 |
| Yield(%) | 0.00 | 10.06 | 10.48 | 8.18 | 6.89 | 4.27 | 3.20 | … | … | 0.00 | 10.77 | 10.58 | 10.36 | 8.45 | 14.12 | 3.52 | 5.68 | 4.58 | 12.04 | 5.79 | 4.95 | 3.09 | 1.33 | 1.48 |
Data as of 06/04/2026, Common starting date is 02/22/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAC (Cementos Pacasmayo S.A.A.) |
-18.82%
Feb 2013 – Feb 2016 |
-12.43%
Sep 2017 – Sep 2022 |
-5.77%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAC (Cementos Pacasmayo S.A.A.) |
39.68%
Jan 2023 – Jan 2026 |
20.08%
Apr 2021 – Apr 2026 |
11.99%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart