Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWCO (Consolidated Water Co. Ltd.) | -14.52% | 11.99% | 16.06% | 21.47% | 10.84% | 11.25% | 2.38% | … | … |
Data as of 06/05/2026, Common starting date is 01/25/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWCO (Consolidated Water Co. Ltd.) | 01/25/1995 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | 11.99 | 16.06 | 21.47 | 10.84 | 11.25 | 2.38 | … | … | -14.52 | 38.70 | -26.46 | 144.34 | 42.83 | -9.00 | -24.11 | 43.03 | -4.40 | 18.30 | -8.47 | 17.60 | -22.29 | 95.32 | -10.44 | -3.36 | -34.06 | 16.61 | -49.45 | 1.77 | 24.06 | 32.64 | 57.49 | 39.48 | 34.17 | 74.32 | 17.82 | -8.93 | 27.27 | -8.33 | 20.00 | 45.45 |
| Sharpe Ratio | NA | 0.34 | 0.40 | 0.52 | 0.24 | NA | NA | … | … | -0.97 | 1.23 | -0.88 | 3.48 | 0.83 | -0.31 | -0.40 | 1.61 | -0.19 | 0.65 | -0.24 | 0.45 | -0.56 | 2.52 | -0.36 | -0.07 | -0.78 | 0.22 | -0.55 | -0.03 | 0.44 | 0.79 | 1.37 | 1.37 | 0.75 | 1.69 | 0.22 | -0.29 | 0.48 | -0.16 | 0.22 | 0.98 |
| Standard Deviation(%) | NA | 30.28 | 34.96 | 37.50 | 37.98 | NA | NA | … | … | 33.91 | 29.31 | 34.04 | 40.91 | 49.91 | 28.79 | 59.97 | 25.82 | 31.33 | 27.26 | 35.98 | 39.33 | 39.87 | 37.85 | 29.65 | 50.90 | 43.73 | 76.38 | 91.66 | 55.16 | 47.50 | 38.52 | 41.15 | 28.24 | 43.79 | 43.53 | 62.54 | 42.24 | 49.65 | 73.73 | 74.33 | 46.30 |
| Draw Down(%) | NA | 25.29 | 38.23 | 38.23 | 47.67 | NA | NA | … | … | 25.29 | 21.48 | 32.82 | 21.69 | 30.18 | 29.72 | 44.99 | 9.67 | 24.09 | 13.46 | 30.07 | 26.15 | 34.31 | 34.76 | 23.89 | 34.95 | 45.28 | 48.39 | 69.68 | 31.70 | 32.37 | 31.00 | 31.54 | 12.12 | 25.36 | 17.66 | 21.92 | 25.00 | 26.61 | 32.31 | 50.00 | 18.84 |
| Yield(%) | 0.00 | 2.06 | 2.25 | 3.25 | 2.77 | 3.96 | 1.11 | … | … | 0.80 | 1.93 | 0.85 | 2.47 | 3.17 | 2.86 | 2.12 | 2.99 | 3.37 | 2.07 | 3.13 | 2.75 | 2.22 | 3.91 | 3.37 | 3.18 | 2.08 | 2.22 | 1.31 | 0.80 | 1.21 | 1.62 | 2.37 | 2.87 | 3.57 | 10.04 | 8.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/25/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWCO (Consolidated Water Co. Ltd.) |
-32.55%
Nov 2007 – Nov 2010 |
-23.13%
Oct 2007 – Oct 2012 |
-7.03%
Oct 2007 – Oct 2017 |
-4.07%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWCO (Consolidated Water Co. Ltd.) |
62.73%
May 2003 – May 2006 |
50.78%
Feb 2001 – Feb 2006 |
31.90%
Jul 1995 – Jul 2005 |
16.45%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart