Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIFOF (Grifols S.A) | 26.22% | 11.80% | -4.26% | -14.80% | -10.78% | NA | NA | -7.43% |
Data as of 07/22/2025, AR inception is 02/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIFOF (Grifols S.A) | 02/07/2013 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.80 | -4.26 | -14.80 | -10.78 | NA | NA | -7.43 | 26.22 | -30.20 | 22.85 | -22.40 | -43.99 | -16.49 | 29.39 | -10.19 | 36.71 | -51.94 | -0.37 | 9.79 | 20.70 |
| Sharpe Ratio | NA | 0.14 | -0.14 | -0.33 | -0.12 | NA | NA | -0.14 | 3.21 | -0.54 | 0.58 | -0.36 | -1.04 | -0.38 | 1.14 | -0.37 | 2.19 | -0.36 | -0.01 | 1.67 | 1.21 |
| Standard Deviation(%) | NA | 26.02 | 55.03 | 50.81 | 62.99 | NA | NA | 58.77 | 15.88 | 67.94 | 32.39 | 66.75 | 42.43 | 43.86 | 24.50 | 31.38 | 16.55 | 144.00 | 77.90 | 5.84 | 19.28 |
| Draw Down(%) | NA | 26.45 | 43.52 | 71.65 | 81.65 | NA | NA | 81.65 | 0.00 | 40.70 | 24.29 | 56.98 | 48.41 | 34.50 | 13.55 | 23.88 | 4.49 | 56.95 | 46.01 | 0.00 | 8.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.65 | 0.84 | 0.96 | 0.72 | 1.20 | 0.00 | 0.00 | 0.00 | 0.00 | 2.43 | 0.88 | 2.13 | 2.30 | 2.25 | 1.06 | 2.15 | 1.90 | 0.80 |
Data as of 07/22/2025, AR inception is 02/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIFOF (Grifols S.A) |
-33.90%
Oct 2019 - Oct 2022 |
-21.49%
Oct 2017 - Oct 2022 |
-14.10%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIFOF (Grifols S.A) |
16.69%
Dec 2016 - Dec 2019 |
6.47%
Jan 2016 - Jan 2021 |
-8.35%
Aug 2013 - Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart