Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELP (Companhia Paranaense de Energia Pref ADR) | NA | 70.38% | 33.71% | 22.36% | 20.68% | 5.18% | 10.92% | … | … |
Data as of 12/24/2025, Common starting date is 06/03/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELP (Companhia Paranaense de Energia Pref ADR) | 06/03/1998 | 12/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 70.38 | 33.71 | 22.36 | 20.68 | 5.18 | 10.92 | … | … | 69.23 | -27.37 | 86.66 | 44.22 | -17.96 | -28.39 | 121.38 | 11.53 | -3.67 | 50.66 | -54.33 | 7.99 | -8.20 | -25.72 | -13.35 | 19.33 | 115.00 | -27.72 | 43.29 | 48.77 | 73.13 | -4.74 | 69.75 | -63.44 | -3.98 | -6.52 | 30.70 | -27.39 |
| Sharpe Ratio | NA | 2.30 | 0.88 | 0.56 | 0.44 | NA | NA | … | … | 2.31 | -1.02 | 2.36 | 1.00 | -0.46 | -0.42 | 3.58 | 0.25 | -0.10 | 0.85 | -1.22 | 0.19 | -0.21 | -0.90 | -0.46 | 0.71 | 2.80 | -0.39 | 0.93 | 0.98 | 1.54 | -0.11 | 1.29 | -0.99 | -0.12 | -0.21 | 0.45 | -0.45 |
| Standard Deviation(%) | NA | 29.28 | 32.16 | 35.88 | 43.66 | NA | NA | … | … | 29.51 | 30.44 | 35.49 | 42.92 | 39.16 | 67.78 | 33.46 | 40.01 | 42.26 | 59.26 | 44.54 | 42.53 | 38.57 | 28.70 | 29.19 | 27.09 | 41.03 | 73.17 | 43.17 | 46.60 | 46.05 | 51.60 | 53.52 | 65.52 | 56.69 | 50.37 | 61.18 | 101.90 |
| Draw Down(%) | NA | 14.26 | 29.45 | 29.45 | 61.79 | NA | NA | … | … | 14.26 | 29.45 | 20.29 | 26.34 | 27.48 | 61.79 | 14.04 | 42.88 | 35.51 | 33.11 | 54.33 | 33.33 | 34.79 | 50.27 | 37.08 | 21.17 | 27.84 | 59.73 | 28.86 | 33.10 | 20.36 | 45.67 | 35.56 | 77.76 | 53.06 | 28.22 | 51.69 | 73.44 |
| Yield(%) | 0.00 | 2.74 | 4.25 | 3.39 | 6.35 | 2.13 | 6.68 | … | … | 12.42 | 2.98 | 5.67 | 15.78 | 1.65 | 2.45 | 3.95 | 8.27 | 6.93 | 6.20 | 2.37 | 7.84 | 6.62 | 1.83 | 3.85 | 1.63 | 7.21 | 3.97 | 4.44 | 2.71 | 3.29 | 1.16 | 0.00 | 2.00 | 2.85 | 2.99 | 0.00 | 0.00 |
Data as of 12/24/2025, Common starting date is 06/03/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELP (Companhia Paranaense de Energia Pref ADR) |
-36.05%
Feb 2000 – Feb 2003 |
-23.15%
Jan 2011 – Jan 2016 |
-8.31%
Jul 2008 – Jul 2018 |
-0.75%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELP (Companhia Paranaense de Energia Pref ADR) |
79.46%
Jun 2004 – Jun 2007 |
55.98%
Sep 2002 – Sep 2007 |
27.27%
Sep 2002 – Sep 2012 |
14.83%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart